Running Payroll

Two types of Payroll logic are available for Agencies to choose from, as follows:

  • Specific Week-Ending Date: Payroll is only generated on the specified Week-Ending Date.

  • Any Week-Ending Date: Payroll is generated on any day, as frequently as the Agency desires. This logic uses the selected Week-Ending Date to calculate overtime pay.

To determine which logic a system is using, refer to the Allow Payroll Creation on any Week-Ending Day field on the Edit Payroll Configuration page. If this field is selected, then the system is using the Any-Week-Ending Date logic; otherwise, the Specific Week Ending Date is applied.

This field is for reference only. To activate/deactivate the Any Week-Ending Date logic, contact HHAeXchange Support Team.

New Payroll Batch

Once a visit has been invoiced (outlined in Billing), it can be included in a Payroll batch. Complete the following steps to generate a new Payroll batch using either of the payroll logics.

  1. Go to Action > Payroll > New Payroll. 

  2. The Select Payroll Week window opens. Select the required Payroll Configuration and PayrollWeek fields. Click OK to continue.

    When using the Specific Week-Ending Day logic, a designated week-ending date must be selected to run payroll; otherwise, select any date.

    Select the required Payroll Configuration and Payroll Week fields.

  3. Click the Generate Payroll for all Caregivers or Add Caregivers and follow the prompts. Click Create Payroll to generate Payroll.

    New Payroll Batch

  4. Go to Action > Payroll > Search (by Batch or by Caregiver) to view Payroll batches.