Caregiver Reports

Caregiver Report

To print out the detailed information of an individual Caregiver, go to the Caregiver form, click on the File menu and select Print Caregiver. This will print out essentially everything that you see in the Caregiver’s tabs. If you want to preview the report first, click on the File menu and select Preview Caregiver in Word.

Caregiver Month Calendars

You can print or preview a calendar view of a Caregiver, showing all the activity that Caregiver has for the selected month. This is handy for letting your Caregiver what Shifts they will be working for an entire month. They can even use this sheet to note changes through the course of the month, for their own reference.

Caregiver Month Calendars are setup and produced practically identically to the way Client Month Calendars are handled. See Client Month Calendars for details. You can see a sample in the Sample Reports section, (Caregiver Month Calendar).

Hours by Caregiver

To see how many hours each Caregiver has worked in any given period of time, you can use the Hours by Caregiver report. Click on Reports, Hours by Caregiver. When it first comes up, it will be set to This Month. You can use the drop down menu to choose any time period you want to report on, including an arbitrary range of dates. This report can be simply viewed here, or you can preview or print it in your word processing program.

Payroll Report

To view a more in-depth report about Caregiver activity, you can create a Payroll report. This gives you the detail about hours worked, rates and totals, including mileage and expenses to be paid. To get started, click on Reports, Payroll. This first screen lets you choose the payroll period you want to see.

Figure 174: Choosing the period for the Payroll Report

To view the report, click on the Preview in Word button, or simply click on Print to print it directly. You can see a sample in the Sample Reports section, Payroll Report.

Payroll Service Export

You also have the option of exporting your payroll report to a file that you can submit directly to your Payroll Service provider. To do this, click on the Export button to the right of the statistics table. In the example shown, the button says "Paychex Export", because that is the service that the system is configured for. This button would change to a different provider's name, depending on what you have setup in the Payroll Export configuration for.

Mark Shifts as Paid

Right under the export button, you'll find a button that allows you to "Mark Shifts Paid" for the verified shifts in the period you have selected. This frees you from having to verify all the shifts in a period before paying any of them. By marking the paid shifts as paid, you can verify the remaining shifts in that period at a later date without having to worry about confusing them with the verified shifts that you already paid. Call us to activate this feature: (734) 662-3537

Including Unverified Shifts in the Payroll Report

By default, this report only looks at Verified Shifts for the period. If you would like to expand this to include all assigned Shifts (status of Assigned OR Verified Complete), check the box to Include unverified shifts. When you do, the highlighted column of statistics for the report will change to the Assigned column.

Figure 175: Including unverified (Assigned) Shifts in the Payroll Report