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  1. Log in to DCI with personal profile
  2. Click Home on the main menu
  3. Click Group Services on the submenu
  4. Search for the service by typing the name in the filter Type Group Service Name and selecting it when it appears
  5. Click the blue Search button
  6. Select the service from the table by clicking anywhere in the row
  7. Click Actions
  8. Select New Employee Service Account from the drop-down
  9. Complete the form wizard
    1. Group Service Name – Auto populates
    2. Employee – Enter the employee's name and select it from the drop-down menu
    3. Cost Center – Auto populates based on the group service selected
    4. Employee Number (optional)
    5. Pay Rate Name (required) – Select from the drop-down menu
    6. Pay Rate – Defaults to 0. Enter a pay rate for the employee. If no pay rate is entered, the employee will not be paid.
    7. Effective Date - Click in the field to open the calendar and select a date
    8. Min Units Per Punch (optional) – Enter if a minimum number of billing units must be used when the employee clocks in under this service account
    9. Max Units Per Punch (optional) – Enter if the employee may not exceed a maximum number of billing units in one shift
    10. Start Date (optional) – If a date is entered, the employee will not be able to make a punch before this date.
    11. End Date (optional) – If a date is entered, the employee will not be able to make a punch after this date.
    12. Account Reference (optional) – Optional reference field
    13. Grace Period – Defaults to disabled. By clicking enabled, the grace period for a certification template that is linked to this service account will be permitted.
      1. Grace Period Expiration – Locked field on this form. The date the grace period will expire is based on the time frame associated with the linked certification template.
    14. Allows OverLapping Pay Rates box – Check to allow
    15. Status – Defaults to active. Switch to inactive when this is no longer a valid service account.
  10. Click Save to continueand Yes to confirm

...

Employee Punch Entries – Search, View, Approve, Reject, or Export

Description: Group service entries are approved like other entries (e.g., hourly time entries).

Pending Entries
  1. Log in to DCI with personal profile
  2. Click Click Home on the main menu
  3. Click Group Services Click Pending Entries on the submenu
  4. Search for the program by typing the name in the field Type Group Service Name and selecting it when it populatesSelect Group Service from the Select Account Type filter
  5. Click Search
  6. Select the program from the table by clicking anywhere Click the A in the entry row Click the Entries tabIn the Select Type filter, select Attendance from the drop-down menu.In the Select Status filter, select Pending from the drop-down menu.to approve the punch or the red R to reject it
  7. Click Yes to confirmClick Search
  8. Click anywhere in the entry row to viewthe attendance punch detailsClick ActionsSelect Approve or Reject from the drop-down menuTo export attendance entries, return to the Group Services details page.Use filters to define and search for entries to be exported
  9. Export selected entries by clicking the Export Export entries by clicking the Export button above the entries table on the right-hand side of the page 
    1. Open the .
    csv
    1. CSV file from the device downloads 
    2. Excel will open 
    3. Sort and format downloaded data as needed 
All Entries by Object
  1. Log in to DCI with personal profile
  2. Click Homeon  on the main menu
  3. Click one of the following tabs on the submenu to open the object page
    1. Employees – Shows all entries by employee
    2. Clients - Shows all
    attendance
    1. entries by client
    2. Group Services
    - Shows
    1.  – Shows all
    attendance
    1. entries for the service (excludes punches not made within the service such as Training, Admin, Hourly, etc.)
    2. Cost Centers - Shows all
    attendance
    1. entries by cost center
  4. Use the filters to search by object namespecific criteria
  5. Click Search Search
  6. Select the objectby  by clicking anywhere in the row
  7. Select the Entriestab  tab on the object details page
  9. Choose Attendance from the Select Type filter
    10. For If searching by object Employees or Clients, also select Group Service from the Select Account Type filter.
  10. For If searching by object Group Services or Cost Center, there is no need to further filter, but can optionally select Client Service or Employee Service from the Select Account Type filter to further narrow entriesthe entry search.Click Search
    1. For Cost
    Centers
    1. Center, click
    the Employee
    1. Client/Program header to sort by Group Service.
  11. Click Search group service entries.
  12. Export entries by clicking the Export button above the entries table on the right-hand side of the page 
    1. Open the .csv file from the device downloads 
    2. Excel will open 
    3. Sort and format downloaded data as needed 
  13. Click anywhere in the entry rowon  on the entries table to view the attendance details
  14. Click Actions
  15. For pending entries, select Approve or Select Approve or Reject from the drop-down menu.
  16. For approved entries, select Edit Entry or Cancel Entry from the drop-down menu if required.

Employee Punch Entries - Search, View, Approve, Reject, or Export

Description: Group service entries are approved like other entries (e.g., hourly time entries). 

...


Manage Punch Entry for Employee

Description: In this topic, the supervisor will learn how to add or edit employee punches for those they supervise. The best practice is for employees to enter and edit their punches, however, some situations require supervisor assistance (e.g., missed punches for the group service, approved punches that require editing, etc.).

Add a New Punch for an Employee
  1. Log in to DCI with personal profile
  2. Click Home on the main menu
  3. Click Pending Entries Group Services on the submenuSelect Group Service from the Select Account Type filter
  4. Search for the program by typing the name in the field Type Group Service Name and selecting it when it populates
  5. Click SearchClick
  6. the A Select the program from the table by clicking anywhere in the entry row to approve the punch or the red R to reject it
  7. Click Yes to confirmClick anywhere in the entry row to viewthe punch detailsExport entries by clicking the Export button above the entries table on the right-hand side of the pageOpen the .CSV file from the device downloadsExcel will open
  8. Sort and format downloaded data as needed
All Entries by Object
  1. Actions
  2. Select New Entry from the drop-down menu
  3. Complete the form wizard
    1. Entry Type - Select Punch
    2. Group Service Name – Auto populates
    3. Account Type – Select Group Service
    4. Employee Name – Enter the employee's name and select it from the drop-down menu
    5. Service Date – Click in the field to open the calendar and select a date
    6. Check In/Check Out – Click in the fields to select service times
    7. EVV Location – Select the group service location
    8. Reason – May be required. Select from the available drop-down options.
    9. Notes – Add additional information regarding the punch as needed
    10. Attachment – Add an attachment as needed
  4. Click Save to continue and Yes to confirm

The punch appears in the employee’s entries list with a status of Unverified. The employee must verify the punch, which updates the status to Pending. The supervisor may then review and approve the pending entry.

Edit a Punch for an Employee
  1. Log in to DCI with personal profile
  2. Click Home on the main menu
  3. Click Employees on the submenu
  4. Enter the employee's name in the Employee Name field then click Search
  5. Click anywhere on the row to open the employee details page
  6. Select the Entries tab located below the demographics box
  7. Select
  8. Log in to DCI with personal profile
  9. Click Home on the main menu
    10. Click one of the following tabs on the submenu to open the object pageEmployees – Shows all entries by employee
  10. Clients - Shows all entries by client
  11. Group Services – Shows all entries for the service (excludes punches not made within the service such as Training, Admin, Hourly, etc.)
  12. Cost Centers - Shows all entries by cost center
  13. Use the filters to search by specific criteria
    14. Click SearchSelect the object by clicking anywhere in the row
  14. Select the Entries tab on the object details page
  15. If searching by object Employees or Clients, select Group Service from the Select Account Type filter.
  16. If searching by object Group Services or Cost Center, there is no need to further filter, but can optionally select Client Service or Employee Service to narrow the entry search.
    1. For Cost Center, click Client/Program header to sort by Group Service.
  17. Click Search
    18. Export entries by clicking the Export button above the entries table on the right-hand side of the pageOpen the .csv file from the device downloadsExcel will open
  18. Sort and format downloaded data as needed
  19. Click anywhere in the entry row on the entries table to view details
  20. Click Actions
  21. Select Approve or Reject from the drop-down menu

Manage Punch Entry for Employee

Description: In this topic, the supervisor will learn how to add or edit employee punches for those they supervise. The best practice is for employees to enter and edit their punches, however, some situations require supervisor assistance (e.g., missed punches for the group service, approved punches that require editing, etc.).

Add a New Punch for an Employee
  1. Log in to DCI with personal profile
  2. Click Home on the main menu
  3. Click Group Services on the submenu
  4. Search for the program by typing the name in the field Type Group Service Name and selecting it when it populates
  5. Click Search
  6. Select the program from the table by clicking anywhere in the row
  7. Click Actions
  8. Select New Entry from the drop-down menu
  9. Complete the form wizard
    1. Entry Type - Select Punch
    2. Group Service Name – Auto populates
    3. Account Type – Select Group Service
    4. Employee Name – Enter the employee's name and select it from the drop-down menu
    5. Service Date – Click in the field to open the calendar and select a date
    6. Check In/Check Out – Click in the fields to select service times
    7. EVV Location – Select the group service location
    8. Reason – May be required. Select from the available drop-down options.
    9. Notes – Add additional information regarding the punch as needed
    10. Attachment – Add an attachment as needed
  10. Click Save to continue and Yes to confirm

The punch appears in the employee’s entries list with a status of Unverified. The employee must verify the punch, which updates the status to Pending. The supervisor may then review and approve the pending entry.

...

  2. Click Search
  3. Click anywhere in the row to open the punch details page
  4. Click Actions
  5. Select Edit Entry from the drop-down menu
  6. Make the necessary changes to the Entry Form wizard
  7. If the organization requires a reason code when editing a punch, click the blue plus sign (+) next to the reason field
  8. Select a reason from the Add Reason Codes drop-down that best describes why the edit is being made
  9. Reason codes may require a text explanation. If this requirement is selected, a text box will appear where text must be entered.
  10. Click the blue plus sign (+) next to the Add Reason Codes drop-down to add the selection to the Added Reason Codes box
  11. Click Save to continueand Yes to confirm

An edited pending punch will change to rejected status and a new punch with unverified status is generated with the corrections. The Ref field is assigned a number that references the original punch, indicating the punch has been modified. The employee must log in to DCI and verify (acknowledge and concur with) the change(s), which updates the status to Pending. The supervisor must now review and approve the punch. Once approved, the approved or rejected entry will disappear from the Pending Entries screen and be visible under Entries for the program, or individually under Entries for the employee or client. 

An edited approved punch will maintain the status of approved but will reflect a Compensated flag. Two new punches are created and need to be approved; one that zeroes out the original entry, and one for the correct entry. These entries can be found on Pending Entries on the submenu or in the reference entries table on the original entry’s punch entry details page. The Ref field is assigned a number that references the original punch, indicating the punch has been modified.

Cancel Approved Punch for an Employee
  1. Log in to DCI with personal profileprofile 
  2. Click Home on the main menumenu 
  3. Click Employees on the submenusubmenu 
  4. Enter the employee's name in the Employee Name field then click Search
  5. Click anywhere on the row to open the employee details page
  6. Select the Entries tab located below the demographics box
  7. Select Group Service from the Select Account Type filter
  8. Click Search
  9. Click anywhere in the row to open the punch details page
  10. Click Actions
  11. Select Edit Cancel Entry from the drop-down menuMake the necessary changes to the Entry Form wizardmenu to open the Cancel Entry form
  12. If the organization requires a reason code when editing canceling a punch, click the blue plus sign (+)  next next to the reason field
  13. Select a reason from the Add Reason Codes drop-down that best describes why the edit is being made
  14. Reason codes may require a text explanation. If this requirement is selected, a text box will appear where text must be entered.
  15. Click the blue plus sign (+) next to the Add Reason Codes drop-down to add the selection to the Added Reason Codes box
  16. Click Save to continue and Yesto confirmconfirm 

The updated employee punch remains in Approved/Processed/Paid status but will reflect a Compensated flag. A new entry zeroing out the original has been createdAn edited pending punch will change to rejected status and a new punch with unverified status is generated with the corrections. The Ref field is assigned a number that references the original punch , indicating the punch has been modified. The employee must log in to DCI and verify (acknowledge and concur with) the change(s), which updates the status to Pending. The supervisor must now review and approve the punch. Once approved, the approved or rejected entry will disappear from the Pending Entries screen and be visible under Entries for the program, or individually under Entries for the employee or client. 

An edited approved punch will maintain the status of approved but will reflect a Compensated flag. Two new punches are created and need to be approved; one that zeroes out the original entry, and one for the correct entry. These entries can be found on Pending Entries on the submenu or in the reference entries table on the original entry’s punch entry details page. The Ref field is assigned a number that references the original punch, indicating the punch has been modified.

...

  

Verify an Unverified Punch for an Employee

Description: As an alternate option to the employee verifying an unverified punch, some organizations may allow a supervisor to verify (or reject) the punch from the punch details screen on behalf of the employee.

  1. Log in to DCI with personal profile
  2. Click Home on the main menu
  3. Click Employees on the submenu
  4. Enter the employee's name in the Employee Name field then click Search
  5. Click anywhere on the row to open the employee details page
  6. Select the Entries tab located below the demographics box
  7. Select Group Service from the Select Account Type filter and select Unverified from the Select Status filter
  8. Click Search
  9. Click anywhere in the row to open the punch details page
  10. In the Punch Details widget box, select either the Verify or Reject button by the Status field
  11. Click Yes to confirm


Client Attendance Entries – Search, View, or Export

Client attendance entries cannot be managed independently of employee punch entries. Whatever action is taken to the employee punch entry is automatically applied to the client attendance entry.

View on Employee Punch Entry Details page
  1. Log in to DCI with personal profile profile
  2. Click Click Home on  on the main menu menuClick
  3. Click Employees on  on the submenu submenu
  4. Search for the employee by typing the name in the field Type Employee Name and selecting it when it populates
  5. Click Search
  6. Select the employee from the table by clicking anywhere in the row
  7. Click the Entries tabEnter the employee's name in the Employee Name field then click Search
  8. Click anywhere on the group service punch entry row to open the employee details page
  9. Select the Attendance Entries tab located below the demographics boxSelect Group Service from the Select Account Type filter
  10. Filter results by client name, service code, or entry ID.
  11. Click Search
  12. Click anywhere in the row to open the punch details page
  13. Click Actions
  14. Select Cancel Entry from the drop-down menu to open the Cancel Entry form
  15. If the organization requires a reason code when canceling a punch, click the blue plus sign (+) next to the reason field
  16. Select a reason from the Add Reason Codes drop-down that best describes why the edit is being made
  17. Reason codes may require a text explanation. If this requirement is selected, a text box will appear where text must be entered.
  18. Click the blue plus sign (+) next to the Add Reason Codes drop-down to add the selection to the Added Reason Codes box
    19. Click Save to continue and Yesto confirm 

The updated employee punch remains in Approved/Processed/Paid status but will reflect a Compensated flag. A new entry zeroing out the original has been created. The Ref field is assigned a number that references the original punch indicating the punch has been modified.  

Verify an Unverified Punch for an Employee

...

  1. the entry ID to view the attendance entry details
View on Group Service Details page
  1. Log in to DCI with personal profile
  2. Click Home on the main menu
  3. Click Group Services on the submenu
  4. Search for the program by typing the name in the field Type Group Service Name and selecting it when it populates
  5. Click Search
  6. Select the program from the table by clicking anywhere in the row
  7. Click the Entries tab
  8. In the Select Type filter, select Attendance from the drop-down menu.
  9. Click Search
  10. Click anywhere in the entry row to viewthe attendance details
  11. To export attendance entries, return to the Group Services details page.
  12. Use filters to define and search for entries to be exported
  13. Export selected entries by clicking the Export button above the entries table on the right-hand side of the page 
    1. Open the .csv file from the device downloads 
    2. Excel will open 
    3. Sort and format downloaded data as needed 
View on Client Details page
  1. Log in to DCI with personal profile
  2. Click Click Home on  on the main menu
  3. Click Employees on the submenu
  4. Enter the employee's name in the Employee Name field then click Search
  5. Click anywhere on the row to open the employee details page
  6. Select the Entries tab located below the demographics box
  7. Select Group Service from the Select Account Type filter and select Unverified from the Select Status filter
  8. Click Search
  9. Click anywhere in the row to open the punch details page
  10. In the Punch Details widget box, select either the Verify or Reject button by the Status field
  11. Click Clients on the submenu
  12. Search for the client by typing the name in the field Type Client Name and selecting it when it populates
  13. Click Search
  14. Select the client from the table by clicking anywhere in the row
  15. Click the Entries tab
  16. In the Select Type filter, select Attendance from the drop-down menu.
  17. Click Search
  18. Click anywhere in the entry row to viewthe attendance detailsClick Yes to confirm

Scheduling (Instance-Level Setting)

...

  1. Log in to DCI with personal profile
  2. Click Schedulingon  on the main menu
  3. Click Group Serviceson  on the submenu
  4. Search for the program by typing the name in the field Type Group Service Name and selecting it when it populates
  5. Click Search
  6. Select the program from the table by clicking anywhere in the row
  7. Click the Employees Scheduletab tab:
    1. All employees with an active service account for the specified group service will be listed in the left header column of the schedule table
    2. If a particular employee is not listed, verify that they have an active service account.
    3. The number of consumed weekly hours, scheduled weekly hours, and max available weekly hours will appear under each employee’s name.
    4. Creating entries on this tab will automatically create the client schedule
  8. To create a new schedule, use the calendar or arrow icons to go to the desired week. Alternatively, click Actions, then select New Schedulefrom  from the drop-down menu to display the next blank schedule by week.
    1. To copy the same schedule as the previous week, click the Copy
    icon
    1.  icon (two pieces of paper).
      1. Select the
    week
      1.  week to copy from the drop-down and click Ok
      2. Click Yes
    to
      1.  to confirm
    1. To create a new schedule shift, click the blank cell
    to
    1.  to open and complete the schedule form wizard:
      1. Employee Name – Auto populates with the employee's name of the selected cell
      2. EVV Location – Select from the drop-down menu
      3. Day – Auto populates the date of the selected cell but can click in the field to open the calendar and select a different date
      4. Start Time – Click in the field to select a shift start time
      5. End Time - Click in the field to select a shift end time
      6. Select the clients for the group service
      7. Note – Optionally add a note for the employee
      8. Reminder - Enter the numeric value (minutes, hours, days, or weeks)
      9. Reminder Type - Select Minutes, Hours, Days, or Weeks from the drop-down
  9. Click Schedule  Schedule and Save to confirm
    1. An employee cannot be scheduled if they are already scheduled somewhere else. To view an employee’s full schedule, click Scheduling on the main menu and Employees on the submenu.
    2. Shifts cannot be scheduled if the authorization has expired
  10. Repeat until the schedule is complete
    1. Copy entries by dragging and dropping to a new cell and update the schedule form wizard as necessary
  11. Click Publish
  12. Review exceptions and make changes as needed
  13. Click Publishon  on the review exceptions window
  14. Click the Client Schedule tab:
    1. All clients with an active service account for the specified program will be listed in the left header column of the schedule table
    2. If a particular client is not listed, verify that they have an active service account.
    3. The client schedule is automatically created as entries are added to the employee schedule tab
    4. Entries cannot be created on the client schedule tab
View Group Service Schedule
  1. Log in to DCI with personal profile
  2. Click Schedulingon  on the main menu
  3. Click Group Serviceson  on the submenu
  4. Search for the group service by typing the name in the field Type Group Service Name and selecting it when it populates
  5. Click Search
  6. Select the group service from the table by clicking anywhere in the row
  7. The Group Services Schedule builder has two scheduling tabs:
    1. Employee Schedule
      1. Lists all employees who have an active service account for the group service
      1. There are several numbers listed by each client. Hover over each number to view what it represents. 
        1. The first number is consumed weekly hours. This is the total of all pending and approved punches for the service code for the week. 
        2. The second number is scheduled weekly hours. This is the total hours of saved shifts for the week. 
        3. The third number is max available weekly hours, which is set on the authorization. A warning will be displayed if an attempt to schedule over the max available weekly hours is made.
    1. Client Schedule
      1. Lists all clients who have an active service account for the group service
      2. Clients are listed once per service code
  1. The default view is a weekly view. To view an hourly view of one day, click Day or click Today to view today’s schedule. To return to the Week view, click Week.
  2. Navigate to other weeks by using the arrows or the calendar icon
  3. Each shift will display the start time, end time, and total hours.
    1. On-Call Shifts - Appear in dark blue
    2. Scheduled Shifts (published) - Appear in light blue
    3. Offered Shifts - Appear in yellow
    4. Unpublished Changes - Appear in green
    5. Deleted Unpublished Changes - Appear in bright red
  4. There are several tools available to quickly make changes to the schedule
    1. Trash
    icon
    1.  icon - Clear the current schedule
    2. Copy
    icon
    1.  icon - Copy the schedule from a previous week
    2. Printer icon – Print the schedule
  5. Right-click on any schedule entry and select
    1. View - View details
    2. Edit - Edit the entry
    3. Delete - Delete the entry
Shift Swapping

...

– View, Approve, and Reject Requests

Description: Employees can offer published shifts if they are unable to work the scheduled shift. Another employee with an active service account for the same group service can claim the shift. If no one claims an offered shift, it will revert to the original employee’s schedule.

...

  1. Log in to DCI with personal profile
  2. Click Schedulingon  on the main menu
  3. Click Pending Approvals on the submenu
  4. The table will list all shift swap requests for the cost centers for which the user has the supervisor role
  5. Review the details of the shift swap in the table including:
    1. Client/Program
    2. Service Code
    3. Initial Employee - Employee offering shift
    4. Claimed By - Employee claiming shift
    5. Shift Date
    6. Shift Timings
    7. Status
    8. Action
  6. In the Action Column, click Ato  to approve the shift swap or the red R to reject the shift swap
    1. Action cannot be taken until an offered shift has been claimed by another employee
  7. In the schedule, the entry will change from a yellow offered entry to a light blue published entry.
    1. Both employees will be notified that the supervisor has reviewed the shift swap if the message template is enabled
Review Employee Availability Template

...

  1. Log in to DCI with personal profile
  2. Click Scheduling Scheduling on the main menu
  3. Click Availability Templateson  on the submenu
  4. Use the filters to find the desired employee’s availability templates, or simply scroll through the table.
  5. Click anywhere in the row to open the Availability Template Detailspage page
  6. After reviewing the template, return to the Availability Templates page.
    1. Click the A
    to
    1.  to approve the template or the red R to reject the template
    2. Please note: If the template is approved, supervisors cannot schedule an employee outside the hours of their approved availability template.
  7. Return to the Availability Templates page at any time to view an employee’s availability

...

  • Missed Shift Report
  1. Click Reportson  on the main menu
  2. Hover over Scheduling Reportson  on the submenu
  3. Select a report from the flyout menu
  4. Use filters or click Search to populate all data
  5. Drag and drop column headers into the order of choice
  6. Click Download to open the download report wizard
    1. Columns tab:
      1. Use the arrows to move items from the available columns to the selected columns
      2. Reorder columns as needed by dragging and dropping the item into place
      3. Click Next
    2. Options tab:
      1. Format – Select the download file format. Choices include Excel, PDF, CSV, and Tab Delimited.
        1. If PDF is selected, the Orientation field will become available. Select Portrait or Landscape.
      2. Save as Report Download Preference box – If checked, DCI will save the format and orientation preferences for subsequent downloads.
      3. Click Download and Yes to confirm
  7. Click the downloaded file to open
  8. Enable editing and use data as needed

...