An incorrect pay rate on payroll usually occurs when a visit uses the wrong rate sheet. This can affect one or more visits for a specific client, leading to inaccurate payroll calculations. Overriding the pay rate sheet on a client order ensures the correct rate applies going forward.
To correct an incorrect pay rate for a client’s visits, follow these steps:
Click Client.
Click on the relevant client record.
Click Orders.
Click on the relevant order.
Click Ratesheets.
Under Overriding pay rate sheet, click Change.
Choose the correct pay rate sheet.
Once updated, the system applies the new pay rate to applicable visits linked to the order.
Manage rate sheets
When deprecating a service type, it's essential to maintain historical data integrity while ensuring the service type is no longer available for future use.
To do this, follow these steps:
Create a new revision: Instead of modifying an existing rate sheet revision, create a new one. This ensures that historical data remains intact and unaltered.
Copy the current revision: Duplicate the current rate sheet revision to serve as the basis for the new revision.
Remove the deprecated service type: In the new revision, delete the service type that is being deprecated. This ensures it's unavailable for future scheduling and billing.