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Description: In this topic, the user will learn about pay rates. The Pay Rates functionality allows a user to add a new pay rate and specify the date range for which that pay rate is valid for. Pay Rates can overlap if enabled, so an employee can select the correct rate for the shift that they are working. The rates set with no end date will be effective until an end date is specified. The end date for a current pay rate will auto-populate when a new pay rate is added.

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1. Log in to your profile

2. Select Settings from the main menu 

3. Click Custom Drop Down in the submenu  

4. Select Actions button

5. Select Add New Custom Drop Down Item from the action dropdown

6. Fill out the Add New Custom Drop Down Item form wizard

   1. Examples may include Night/Weekend, Emergency, etc.

1. Select Pay Rate from the Item Type dropdown

2. Create Pay Rate name in the Item Name 

1. Examples may include: Night/Weekend, Emergency, etc.

3. Select a status of Active or Inactive  

7. Click Save 

8. Click Yes in the confirmation alert window  

This pay rate is now available to be added to service accounts

Add Pay Rates

1. Login Log in to a profile with the appropriate role and/or permission via the DCI website

2. Click Employees from the submenu

3. Use the search criteria at the top of the page to find the employee you wish to add a Pay Rate for or scroll down to locate.

4. Click anywhere in the row to select that employee.

5. Select the Accounts tab underneath Employee Details and find the employee service account that needs a new Pay Rate.

6. Click anywhere in the row to select the account. 

7. Click the Rates tab underneath Account Details

8. Select Actions from the top right corner, then click Add New Rate

9. Complete the Form Wizard

Pay Rate Name - Select from the dropdown

11. Rate - Enter dollar amount

12. Effective date - enter the date the rate starts

13. 1. Pay Rates can be created for the future

    2. Pay Rates can be created in the past

    3. Once you add a new Pay Rate, if the the old Pay Rate does not already have an end date specified, DCI will automatically adjust the end date on the previous Pay Rate to end the day before the new Pay Rate starts

End date - not required

14. 1. Pay Rates can have no end date

15. Primary - Click the check box to mark rate as primary

16. 1. This is the rate that the employee will see when they clock in.

    1. For example, Standard

    2. This is used when the employee has overlapping pay rates

    1. If the employee has more than one rate available, they will be able to click on the dropdown and select the rate for the shift. The primary rate will display as default

1. Pay Rate Name - Select from the dropdown

2. Rate - Enter dollar amount

3. Effective date - enter the date the rate starts

4. End date - not required

5. Primary - Click the check box to mark rate as primary

17. Click Save then select Yes on the confirmation window

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1. Login to a profile with the appropriate role and/or permission via the DCI website

2. Click Employees from the submenu

3. Use the search criteria at the top of the page to find the employee you wish to add a Pay Rate for or scroll down to locate.

4. Click anywhere in the row to select that employee.

5. Select the Accounts tab underneath Employee Details and find the employee service account that needs a new Pay Rate.

6. Click anywhere in the row to select the account. 

7. Click the Rates tab underneath Account Details

8. Click Actions in the top right corner then select Edit Rate

9. Enter the edited rate in the form wizard

10. Pay Rate Name - Select from the dropdown

11. Rate - Enter dollar amount

Effective date - enter the date the rate starts

12. 1. Pay Rates can be created for the future

    2. Pay Rates can be created in the past

    3. Once you add a new Pay Rate, if the the old Pay Rate does not already have an end date specified, DCI will automatically adjust the end date on the previous Pay Rate to end the day before the new Pay Rate starts

13. End date - not required

14. 1. Pay Rates can have no end date

15. Primary - Click the check box to mark rate as primary

16. 1. This is the rate that the employee will see when they clock in.

    1. For example, Standard

    2. This is used when the employee has overlapping pay rates

    1. If the employee has more than one rate available, they will be able to click on the dropdown and select the rate for the shift. The primary rate will display as default

1. Pay Rate Name - Select from the dropdown

2. Rate - Enter dollar amount

3. Effective date - enter the date the rate starts

4. End date - not required

5. Primary - Click the check box to mark rate as primary

17. Click ‘Save’ then select ‘Yes’ on the confirmation window

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1. Sign into your Personal Profile

2. Click Home on the main menu

3. Click Employees on the submenu

4. Search for the client by typing their name in search filters and selecting the name when it comes up

5. Click Search

6. Select the client from the table by clicking anywhere in the row

1. This will open up the Employee Details page

7. Click Actions button

8. Click New Service Account from the actions dropdown

9. Fill out the form wizard as usual

10. Click Allow Overlapping Pay Rates checkbox

    1. Overlapping pay rates are typically used for non-standard visit types like Emergency, Night/Weekend, etc

1. Overlapping Pay Rates is now enabled for this service account and the employee will be able to select the correct pay rate for each shift.

2. Tip - set the default rate to Standard as that is the rate used most often.

1. Overlapping pay rates are typically used for non-standard visit types like Emergency, Night/Weekend, etc

11. Click Save then select Yes on the confirmation window 

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1. Sign into your Personal Profile

2. Click Home on the main menu

3. Click Employees on the submenu

4. Search for the client by typing their name in search filters and selecting the name when it comes up

5. Click Search

6. Select the client from the table by clicking anywhere in the row

1. This will open up the Employee Details page

7. Click Actions button

8. Select Edit Account from the actions dropdown

9. Click Allow Overlapping Pay Rates checkbox

   1. Overlapping pay rates are typically used for non-standard visit types like Emergency, Night/Weekend, etc

1. Overlapping Pay Rates is now enabled for this service account and the employee will be able to select the correct pay rate for each shift.

2. Tip - set the default rate to Standard as that is the rate used most often.

Overlapping pay rates are typically used for non-standard visit types like Emergency, Night/Weekend, etc

10. Click Save then select Yes on the confirmation window 

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