Once payroll profiles are setup for your practice, the next step to payroll is assigning the profiles to Clinicians and assigning pay frequency to Clinicians. CareStack enables you to manage Pay Frequency and Payroll Profiles for each Clinicians in the Clinician within Payroll.
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To assign a Pay Frequency and a Payroll Profile to a Clinician, perform the steps below.
- Navigate to the System Menu > select Payroll under Operations.
- Select Clinicians under the Setup section.
Both the Pay Frequency and Payroll Profile can be set up for a Clinician in two ways:
- Individual setup for a single Clinician.
- Bulk Setup for multiple Clinicians.
If you are setting up for a single or multiple Clinicians, choose the appropriate workflow.
Setup for a Single Clinician
- You will be navigated to a grid with the Clinician list.
- Select Setup at the right end of an intended Clinician's profile. OR,
- You can use the search bar to search for the Clinician and select Setup.
- In the Setup Clinician modal, select the drop-down to set the Pay Frequency as:
- Weekly
- Biweekly
- Monthly
- You can then set a Payroll Profile against a Clinician for each location they work at.
- Within Allowed Location(s), you can access the list of locations the Clinician practices.
- Choose the desired Payroll Profile for the locations.
- The Minimum Guarantee will populate based on what is set in profile.
To edit the Minimum Guarantee,
- Click Pencil icon.
- Make the required changes.
- Click tick mark.
- After making the necessary changes, click Save.
- Once the process is completed, the assigned Payroll Profile(s) and Pay Frequency will be reflected on the grid.
| Note: Different Payroll Profiles can be added against a Clinician for different locations. In case no payroll is assigned to a Clinician's location, the default Clinician profile will be used to calculate the final amount. Default profile has to be explicitly set against the Clinician. |
Setup for Multiple Clinicians
You can also assign Pay Frequency and Payroll Profile to multiple Clinicians as well.
- Select the intended profiles from the grid.
- Use the dropdown filters or search for Clinicians to get the list of Clinicians you want to setup.
- Click on Bulk Setup at the top right of the Clinician section.
-
To set a Payroll Profile against all the selected Clinician.
- Check the Payroll Profile box.
- Choose the Profile.
- You can also select Set as default profile if needed.
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To set Pay Frequency against all the selected Clinician,
- Check the Pay Frequency box.
- Choose the Frequency.
- This frequency will be applied to the selected Clinician(s) across all location(s).
- Click Apply.
- Once you complete the process, you can review and confirm through Confirm Bulk Setup modal.
- Click Confirm & Setup.
- The new Payroll Profile and Pay Frequency will be assigned to selected Clinicians and their tagged/selected locations.
Practices can use this guide to get a clear insight into how to assign a pay frequency and setup a payroll profile for a Clinician in CareStack.