Please note: The following feature is available as part of Birdie’s Starter, Core, Advanced and Plus packages (Also known as Care Management, Rostering & Finance, Premium, Entry and Essentials) Please get in touch if interested in more information on this feature!
How to create a pay run
To create a pay run, you'll first need to visit the Pay Dashboard tab within birdie. The article here outlines the steps necessary to create pay runs within the Pay Dashboard.
Where to locate and view pay runs
For any pay run you have created, they will be located under the 'Pay runs' tab.
Here, you'll see the pay runs you have created. You'll also see the time period they were created for, the amount and hours of care delivered as well as the amount and hours of travel and mileage.
You can click on the individual pay run you would like to see.
Here, you’ll see the list of pay data for that particular pay run, including:
Name of Caregiver
Pay for Care Delivery
Pay for Travel
Pay for Waiting time
Pay for Mileage
Any Extras that have been recorded (i.e. recording an additional payment); and
You’ll also see a ‘Tags’ section which includes ‘Check NMW’ tags. You’ll see these tags next to anyone that is at risk of being paid less than NMW.
How to export a pay run
Before you export the pay run, you can make some final adjustments as needed to your care professional's pay by adding ad-hoc payments or deductions to reflect any additional expenses that are additional to the visit itself (groceries, referral bonus, phone bill etc.)
Once you're ready, you can easily export the pay run as a CSV file and then upload it to your accounting software or use the spreadsheet in any other way you need.
You'll be able to export the pay run as:
CSV file by carer
CSV file by rate
How to delete a pay run
In the case you've noticed a mistake, you can delete the pay run and create a new one. To delete a pay run you can;
Select the 'x' next to any pay run on the Pay Runs tab.
Click 'Delete pay run' within any individual pay run
Both options will pull up a warning, asking you to confirm the action.
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