Payroll Reports Definitions

Summarizes a Caregiver's pay hours and amount for a specific pay period. Report can be generated once the hours have been billed, and before payroll has been processed. This report displays both current and prior weeks’ information.

Details Patient and visit information with service codes and pay amount for each Caregiver. Report can be generated once the hours have been billed and before payroll has been processed. This report displays both current and prior weeks’ information

Summarizes each Caregiver's payroll information (paid visits, travel time, and expenses) within a selected payroll batch. Report provides filters such as, Caregiver's or Patient's Location, Branch, or Team. Selected filters can be added to modify report columns.

This report lists payroll information (paid visits, travel time, and expenses) for all the Caregivers in the selected payroll batch. The report includes totals per Caregiver, as well as the grand totals for the batch. Prior week payroll per Caregiver is listed separately, at the end of the report. This report may be run for a single Caregiver, and/or Coordinator. This report may be grouped by Caregiver, combining current and prior week.

Details billing and payroll information based on visit dates, invoice dates, by a specific contract and/or Caregiver.

Basic report that shows all of payroll the Discipline rates that are setup in the system

Lists hours worked per calendar visit for Caregivers with overtime hours during the selected payroll week. This report may be run for a single Coordinator.

List the details of the confirmed visits for each Caregiver that occurred within the specified time frame, including totals for each Caregiver.

This report displays the total interrupted minutes during break time (meal or sleep time) during which the Caregiver performed Patient care. Interrupted minutes are those reported by the Caregiver during the EVV clock-out process based on the set up on the Agency Profile/Payroll Section.

This report displays the weekly average payroll and average number of daily cases for Caregivers with payroll within the specified dates.

This report displays Caregivers with payroll hours during the timeframe specified. The report can be run by a visit date range, payroll date range, or both. Hours are broken down into Hourly, Daily and Visit categories, and there is an option to display social security number and/or exclude in service hours.

Displays hours worked for the time period selected, either by visit or invoice date range, for cases designated as Wage Parity based on the contract setting, or if the Patient is designated as wage parity. The report returns confirmed hours, unless the Display Only Paid Hours box is selected. Only half the hours for mutual Patients are considered. This report can be filtered and/or grouped by Contract Type and Contract.

Displays Caregivers with multiple shifts in one day and the time between shifts meets the minimum and threshold requirements specified. Based on the hourly rate specified, the report also calculates the fee for either the time between shifts (shifts differential), travel time, or driving time. The report ignores shifts that are designated as non-payable.

Displays summary payroll data for each Caregiver who serviced Patients during the visit date range selected. This report can be based on all visits, only billed visits, or only visits that have not been billed.

This report may be run in either a Summary or Detail View.

• Summary: Total travel time is provided for every applicable Caregiver within the specified timeframe. 

• Detail: Provides all travel time records within the specified timeframe and sorts them by Caregiver.

The available filters allow users to sort results by only paid, or unpaid, trips.

This report retrieves deleted travel time records within the specified date frame, detailing the user who deleted the record and the date it was removed.

This report displays confirmed visits (or multiple visits on a given day) which exceeded 10 hours and have been processed through payroll. This calculation is based on the confirmation times associated with the visit(s).

This report may be used to review Caregiver overtime hours. The report displays total scheduled hours for the Caregiver, the number of hours paid, and overtime. The report also tells users what percent of the Caregivers hours within the specified timeframe are overtime with respect to be scheduled and paid time. This report only considers visits with hourly rates.

This report breakdowns payroll first by Contract, and then by Service Codes associated with those Contracts. It considers all visit types (Hourly, Visit, and Daily) as well as In Service.

Displays detailed pay information by batch/Caregiver batch within the selected payroll weeks. An option is given to exclude prior week data contained in those batches.

This report displays payroll details - by service code - for the payroll week-end date selected, including for Hourly, Daily, Visit and In Service. Each of these are further broken down by Regular, Overtime and Holiday Hours.

This report displays weekly overtime summary statistics for hourly visits, including both OT based on schedule and OT based on paid. The report provides 12 weeks of data from the Payroll Week End data provided, and includes graph at the bottom.

This report displays total weekly overtime hours per contract. Six weeks up to and including the week selected are displayed. This report considers only hourly visits.

This report displays overtime statistics, both based on paid and based on schedule, per primary Coordinator for the payroll week selected.

This report displays total weekly overtime hours per Caregiver. Six weeks up to and including the week selected are returned by the report. This report only considers Hourly visit types.

This report is used to identify Caregivers that owe hours/money to the agency, based on prior adjustments. It is used before payroll to ensure that the agency is not sending out paychecks with $0 or negative dollar amounts.