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Status - Quick Reference.pdf
by an employee (E) and by a user with a Supervisor role for the Cost Center that the entry was made in (S). *Please note: In FI mode, Employer is equivalentAuthorizations - Overview
, and Daily Max to 0. The user profiles client, guardian, supervisor, employer, caseworker, and super user can view the authorizations widget for accounts to which … Required: Super User, Supervisor, Employer, Client, Guardian, or Case Worker. Employee (base user) with "display auth widget enabled" setting enabled. OR PermissionCase Workers Guide.pdf
. Please note: Clicking on the employee line does not open the employee details. However, employers do have access to employee details. 1. Export employeesImports - Static Data Reference File - Admin Guide.pdf
0 15 25 30 50 60 100 Role Role Integer View Only 1 Supervisor 2 Payroll Team 3 Billing Team 4 Authorization 5 Auditor 6 Employer 7 BillingWhat does Auto Approval mean in DCI?
. Auto approval is when the time entry meets the criteria determined by the organization, and a supervisor or employer does not need to approve it. Any time entries that do not meet the criteria would remain in a pending status for review by the supervisor or employer If an entry's funding source hasImport Formats - Admin Guide.pdf
Proprietary: For DCI and Customer Use Only 1 rev. 05/02/2024 Import Formats – Admin Guide Description: In this guide, the user will learn how to use each of the import formats in the import module. Roles Required: Super User Permissions Required: Import Admin Contents Creating a Template .................Reports - Run and Download
Description: In this topic, the user will learn how to run and download reports. *Please note: The employer and case manager roles can only view a limited subset of reports to maintain HIPAA compliance. Role Required: Super User, Supervisor, Employer Permission Required: N/A Log in to personal profile ClickMobile App - Employee - Manage Unverified Entries
automatically and there is no need for further action. However, in some cases such as when a supervisor or employer edits the employee's time, an unverified entry … time to correct the entry so that it can be paid Unverified: Occurs when a supervisor or employer edits an entry on behalf of an employee The employeeGuardian Guide
to multiple clients, the client profile can only be linked to one guardian profile. Employer The employer profile is for the employer of record who could … . A user with an employer role may manage employee punch entries, add employee punches, add notes or attachments, and run reports for the associated cost center(sVendor Payments - FI Mode Only
to confirm View/Edit Vendor Profile Users with the employer role can view vendor profiles but cannot add or edit. Log in with appropriate profile Click Home … Account The system will automatically create a vendor service account the first time a vendor payment entry is created. This allows employers to create an entry