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January 2024 Release Notes
Service Codes Report & Import Enhancement: Require Care Notes column added on the Service Codes Report Reports > Settings Reports > Service Codes Report RequireCareNotes column added on the Service Codes Import Import > Settings > Service Codes 0 = No - Care note not required on import 1Scheduling Module - Group Service Supervisor
the employee. Return to the Availability Templates page at any time to view an employee’s availability Reports There are several Scheduling Reports available for the supervisor. Click Reports on the main menu Hover over Schedule Reports on the submenu Select one of the following scheduling reports from the flyout menuScheduling Module - Residential or Parenting Program Supervisor
an employee’s availability Scheduling Reports Click Reports on the main menu Click/hover over Scheduling Reports on the submenu Select a report from the flyout menu: Employee Schedule Report Client Schedule Report Day Program Schedule Report Residential Program Schedule Report Group Service ScheduleVoid a Punch
of punches that are eligible to be voided, run the Void Pre-Action Report. The purpose of this report is to provide information on whether or not a punch can be voided. Role Required: Super User, Supervisor Permission Required: Import Admin Run Void Pre-Action Report Log in to personal profile Click ReportsResidential and Parenting Programs - Absence Entries
Description: In this topic, the user will learn how to create Absence Entries and use the Absentee Report. Create an absence entry if an individual is absent … hyperlink to add an attachment if required by the program Click Save and Yes to confirm Absentee Report The Residential and Parenting Absentee Report showsScheduling Module - Supervisor
an employee’s availability Reports There are several Scheduling Reports available for the supervisor. Click Reports on the main menu Hover over Schedule Reports on the submenu Select one of the following scheduling reports from the flyout menu: Employee Schedule Report Client Schedule Report Day ProgramScheduling Module - Day Program Supervisor
. Return to the Availability Templates page at any time to view an employee’s availability Reports There are several Scheduling Reports available for the supervisor. Click Reports on the main menu Hover over Schedule Reports on the submenu Select one of the following scheduling reports from the flyout menuAugust 2023 Release Notes
! Report Enhancement Punch Entry Details Report - Added column Rounded Amount Reports>COA Reports>Punch Entry Details Report Resource: ReportsRoles Overview
and punch details View notes View attachments View schedules Run reports Auditor All abilities of View Only role View events Download attachments Edit … compensating employee/client punch Add notes/attachments Add/modify employee/client schedules Run reports Supervisor All abilities of Base User role EditEVV Locations
be marked as verified. This field is used for reporting purposes only. This list is configurable via Settings > Custom Dropdowns. Examples might include … , if the organization has verified that the phone is a landline number, it may be marked as verified. This field is used for reporting purposes only. This list