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Authorizations Widget
setting is only available for the account types hourly and client transportation. Role Required: Client, Guardian, Supervisor, Employer, Super User, Caseworker … service account, or client funding account matches the cost center for which the user has the supervisor role. Employer - View approved authorizations for clientsRoles Overview
the Supervisor role for all three cost centers. Role Required: Super User, Supervisor, Employer Permission Required: Employee Admin, Role Admin The difference … accounts Add/edit authorizations Run reports Employer (not available in Service Provider Mode) All abilities of View Only role Manage employee punch entriesJune 2020 Release Notes for Fiscal Intermediaries
Caseworker Profile Pay Rates Employer Role Bonus Payments Accrued Time Payments Pay Codes Overtime Engine Reports Holiday Modes Certification … . Related issues release_notes june_2020 508_compliance_enhancements monthly_budget caseworker_profile payrates employer bonus_paymentSystem Set-Up - Admin Guide
program, parenting program, residential program, and group services Granting roles, i.e., supervisor or employer, or permissions to a user account (employee profile … budget report will be linked to the authorizations of individuals receiving this service and available for viewing on employer and case worker profiles SelectVerify a Punch - Employee
Description: In this topic, the employee will learn how to verify a punch that has been made or edited by their supervisor or employer. The employee must … window to save The punch is now available for the supervisor or employer to approve Related articles Related articles appear here based on the labels youVendor Payment Entry - Client
, per a client’s authorization. Clients are unable to submit vendor payments using DCI. To submit a vendor payment, contact the employer or program. Clients must … payments should be discussed with the employer or program. Role Required: Client Permission Required: N/A Related articles Related articles appear here basedBusiness Rules
3 - Occurs when a supervisor or employer approves the punch When a Phase is Triggered Phase 1 - If a punch fails a phase 1 business rule, the user … the business rule (depending on the parameter settings). Phase 3 - If a punch fails a phase 3 business rule, the alert will occur at the time a supervisor or employerVendor - Submit New Vendor Request - FI Mode Only
payments must be enabled in the instance. Role Required: Employer, Client Profile with Vendor Payments enabled, Super User Permission Required: N/A Mode: FI … issues vendor vendor_request fiscal_intermediary fi new_vendor_request employer client super_user fi_mode_onlyEmployee - View & Search for Accounts
a variety of punches and link users to a specific service, client, or program. Supervisors or employers create accounts for employees. *Please note: When reviewing accounts, if an account is missing, please reach out to a supervisor or employer. Role Required: Employee (base user) Permission Required: N/A Log in to DCIManaging Entries - Guide
Description: In this topic, the user will learn how to manage entries. Roles Required: Super User, Supervisor, Employer Permissions Required: N … with a Supervisor role (S) for the cost center in which the entry was made. *Please note: In FI Mode, Employer is equivalent to Supervisor throughout this document