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Offer and Claim Shifts - Video
for another employee to claim. This request then flows to the supervisor for review and approval. *Please note: Schedule swapping is not permitted by all organizations. Please contact a supervisor or employer to verify utilization. Role Required: Employee (base user) Permission Required: N/A Offer Shift LogCare Management - Admin Guide.pdf
. Roles Required: Super User, Supervisor Permissions Required: Plan of Care Admin, Client Admin Contents Setting Up Care Management for a ClientCreate Availability Template - Video
Description: In this topic, the user will learn how to create availability templates for supervisor review. *Please note: Templates can be created for up … be made to pending, published, and approved templates. If an approved template is edited, it must be re-published for supervisor review. Role RequiredApprove Availability Template - Video
that supervisors know when they are available to work. Availability templates may be reviewed and rejected or approved. *Please note: If approved, supervisors are unable to schedule an employee outside of their approved availability templates. Role Required: Super User, Supervisor Permission Required: N/A ApproveManage Shift Swapping - Video
shift. Another employee with an active service account for the same program/client can claim the shift. Shift swaps must be approved by the supervisor before they are complete. Role Required: Super User, Supervisor Permission Required: N/A View Shift Swap Requests Log in to personal profile Click SchedulingImports - 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 BillingJune 2020 Release Notes FI.pdf
and Confidential: Do Not Distribute Employee Details 41 Select Actions > New Bonus Payment • Only visible to Employer, Supervisor and SuperUser role • Employer and Supervisor cannot create Bonus Payment for themselves • Bonus Payment entries must be made in the Web Portal Proprietary and Confidential: DoWhat is the difference between Service Provider (SP) mode and Fiscal Intermediary (FI) mode?
Supervisor Role Available Available Employer Role Not Available Available Service Type All Service Types Available All Service Types … Authorizations Not Available Available Overtime Containers Instance Container Instance & Client Containers Supervisor vs Employer PrivilegeMessage - Send a Message
the following: Supervisor in the cost center(s) in which the employee has a service account Supervisor for the employee's default cost center Payroll role for the employee's default cost center Supervisors can message the following: Active employees and clients that have at least one active accountApprove Client Requests - Video
, as well as the preferred employee. Supervisors of the client’s cost center will receive a notification when a new request is submitted if messaging templates are enabled. Role Required: Super User, Supervisor Permission Required: N/A View Client Requests Log in to DCI Click Scheduling on the main menu Click