Page History

...

1. Log into DCI
2. Click Home on the main menu
3. Click Employees on the submenu
4. Search for and locate the employee
5. Click anywhere in the row to open the Employee Details page
6. Click Actions
7. Select New Service Account. Complete the form wizard.
   1. Account Type (required): Select the account type associated with the appropriate service code
      1. Hourly/Client Transportation
         1. Client (required): The client receiving service from the employee
         2. Relationship Type (required): Employee’s relationship with the client
         3. Service Code (required): The system generates drop-down options based on the client’s name
         4. Funding Source: The system generates drop-down options based on the client’s name
         5. Funding Type: System auto-populates
            1. Dollar funding type only
               1. Burden Multiplier (required): The percentage of the pay rate that must be added to account for all associated fees. Enter as a decimal.
         6. Cost Center (required): The cost center in which the employee will provide the service
         7. Employee Number (optional): Recommended for use when an employee can work for multiple employers and has a unique employee number for each
         8. Pay Rate Name (required)
         9. Pay Rate (optional): Defaults to 0. If the client has a unique pay rate, it will default to that pay rate. This number can be changed if there is a unique pay rate for this service account.
         10. Effective Date (optional): The date the pay rate is effective
         11. Daily Pay Max (optional): Enter if the pay rate will switch to daily after a set number of hours
         12. Daily Rate (optional): Required if a daily pay max is entered
         13. Min Units Per Punch (optional): Enter if a minimum number of pay units must be used when the employee clocks in under this service account
         14. Max Units Per Punch(optional): Enter if the employee may not exceed a maximum number of pay units in one shift
         15. Start Date(optional): If a date is entered, the employee will not be able to make a punch before this date.
         16. End Date(options): If a date is entered, the employee will not be able to make a punch after this date.
         17. Payroll Modifier (optional): Used for extra pays. A way to differentiate additional service on the payroll file. A code, not an amount (i.e., TRANS).
         18. **Account Reference(optional)
         19. 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: The date the grace period will expire based on the time frame associated with the linked certification template
         20. EVV Exempt: Yes or no options, defaults to no.
         21. Allow Overlapping Pay Rates: Check this box to allow overlapping pay rates
             1. See Pay Rates Guide for details
         22. EVV Frequency Type (Hourly Only): If the service code is set to require EVV, this field is required.
         23. Case manager (optional)
         24. Status: Defaults to active. Switch to inactive when this is no longer a valid service account.
      2. Administration/Drive/Training/Vacation/Sick/Holiday
         1. Cost Center (required)
         2. Pay Rate Name (required)
         3. Pay Rate(optional): Defaults to 0. This number can be changed if there is a unique pay rate for this service account.
         4. 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
         5. Max Units Per Punch (optional): Enter if the employee may not exceed a maximum number of billing units in one shift
         6. Start Date(optional): If a date is entered, the employee will not be able to make a punch before this date.
         7. End Date(options): If a date is entered, the employee will not be able to make a punch after this date.
         8. **Account Reference (optional)
         9. 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: The date the grace period will expire based on the time frame associated with the linked certification template
         10. Status: Defaults to active. Switch to inactive when this is no longer a valid service account.
      3. Residential Program/Day Program/Group Service/Parenting Program
         1. All fields from Administration/Drive/Training/Vacation/Sick/Holiday
      4. PTO
         1. All fields from Administration/Drive/Training/Vacation/Sick/Holiday, and:
         2. PTO Increment(optional): Enter if PTO can only be entered in a set increment (i.e., 8 hours)
      5. Mileage
         1. All fields from Administration/Drive/Training/Vacation/Sick/Holiday, and:
         2. Payability: Defaults to payable. Change to not payable if the employee will not be paid for this service.
8. Click Save to continue and Yes to confirm

...