I track how many inquiries we receive and clients served through our client identifier: First Initial, Second Intitial, next number in spread sheet...ie: yesterday the inquiry JF9171 was added to my CRM.

I would like to be able to run a report of tasks and communications for other staff to be able to effectively monitor and manage them.

We use the Shift declines to track call outs and denied shifts for review and unemployment reasons. If you a delete a shift though any shift declines under that shift will not show up on the shift decline report. 

Using Caresmartz to view documents. In applications like Google Drive when a PDF is viewed a preview appears and is this possible in Caresmartz? The request is that it is possible to view certificates and other documents without having to download them?

Please provide a way to merge user profiles that are clearly duplicate users. I do not want to have 2 profiles because I was not set up correctly as an admin in the system the first time.  Salesforce does a good job with this and you could use as a template.  If you do not have access to SalesForce, I would be happy to explain to you.

Suggestions to improve the payroll process:

1) Add total hours for each employee for reviewing during the draft process. There is a total for OT $, Pay $ Actual Pay $ but not total hours

2) When using Print & Export, ALL employees are exported, not just the employees who were selected. Can just the selected employees be included in the Print & Export?

3) When selecting Save/Draft Payroll Batch for Later use, ALL employees are saved in the draft, not just the employees who were selected. Can just the selected employees be included in the Save/Draft Batch?

4) Travel time has several issues:

(a) On CS360 Payroll Batch, the Pay Amount ($) includes travel time, not just the Pay Amount ($) for the client's visit. Can Travel Pay be listed as a separate line item?

(b) When the payroll is exported to Excel, Travel Time is listed separately but the amount of travel time is listed under Total Pay Units (correct), Pay Amount (incorrect) and Actual Pay Amount (incorrect). For example, if an employee has 30 minutes of travel time @ Pay Rate $7.25, 0.50 is under Total Pay Units (correct), $0.50 is under Pay Amount (should be $3.63) and $0.50 is under Actual Pay Amount (should be $3.63). Needs to be corrected.

(c) When the payroll is exported to Excel, if an employee has travel time, the travel pay is incorrectly added to the client care Pay Amount instead of being listed separately (actually, travel time is included in client care Pay Amount & ALSO as separate line item - see (d)). For example, on 1 day caregiver visits 2 clients 5 hours each for a total of 10 hours of client pay @ $10.00/hr & travel time between clients of 30 minutes. For the clients, Total Pay Units are 5 hours each (correct, as travel time should be separate line item) but Pay Amount for 2nd client is $53.63 (should be $50.00 with $3.63 on the travel line item). Please remove travel pay from client pay.

(d) When the payroll is exported to Excel, if an employee has travel time, the travel time is not included in the Caregiver Totals row. For example, if an employee has 30 hours of client care for the pay period @ $10.00/hr and 0.50 of travel time @ $7.25/hr, the Caregiver Total row reflects Total Pay Units 30 hours (should be 30.5 hours) and Actual Pay Amount $300.00 (should be $306.63). Can travel time be included in the Caregiver Total row?

(e) When the payroll is exported to Excel, if an employee has a mileage reimbursement (for gas reimbursement - not travel time between clients), the mileage reimbursement $ is included in the Actual Pay Amount row (incorrect). Mileage is a reimbursement, not a taxable wage (which is what the Actual Pay Amount SHOULD be - taxable wages). Please correct so that mileage reimbursement is NOT included in Actual Pay Amount.

Hello,

I have couple of clients who are paid under insurance. The insurance companies needs Invoice and the tasks report timings to me matched. Is there a way to add the clock in and out timings instead of scheduled timings in the report?

Thank You.

Durga

Have it show when a caregiver is unavailable by putting the red glow around it the same way it does when you have it sorted by client.