The basics
Before using our timesheets feature you'll need to have shifts scheduled or to have used our time clocks to record time . If you haven't done that already, come back to this guide later... If you have done that, welcome you are in the right place!
Timesheets will allow you to review the total time spent working by providers and to review time working on specific activities and visits, as well as any associated costs. Once approved timesheets can be exported to your payroll provider either using CSVs or for certain platforms via API.
Edit and Approve Timesheets
⏰ Navigate to the timesheets page and select a pay period from the top left of the page (pay periods and other settings can be set by clicking the settings button at the top right of the page). Each row will display the total hours worked by each employee as well as any associated costs. Click into each row to see individual timesheets for each shift, as well as a comparison relative to what was scheduled. Next to the date you'll be shown tags corresponding to all the information needed to determine costs associated with an employee.
📁 Click into a row to edit individual timesheets. In addition to total hours worked you can choose to allocate time spent working on specific activities. If employees are set up to use time clocks, these will be used to determine hours. If time clocks are not configured then scheduled hours will be used. Click approve once you are satisfied that the timesheet is correct. Any approved timesheets can easily be exported to your payroll provider by clicking the Preview Export at the top right of the page and following the prompts.
Configure Pay Rules
💸 To add pay rules:
Select the Pay Rules option from the settings menu at the top right of the page.
Select a pay rule you'd like to edit or use the new button to add another:
The first option menu allows you to specify which employees the pay rule applies to. If nothing is configured the rule will apply to all employees.
The second option menu allows you to specify additional conditions which must hold for the rule to be applied. If no conditions are chosen the rule will apply at all times.
The final option menu allows you to select how pay should be calculated for this pay rule. Planbase currently allows you to include pay rules as a multiplier of an employee's base hourly wage, as a lump sum bonus, for spending time working on specific activities or for completing certain patient visits.