This document provides an overview of various modules in the Therapistmate payroll software, including:
1) The Accounting module allows users to post timesheets, filter data by various criteria, and view error codes.
2) The Overtime module calculates overtime according to rules, and allows adjustments and exclusions.
3) The HR module contains employee information, hiring/termination dates, contacts, and notes.
4) Accrual-based earnings and deductions in the Sage 300 ERP can be managed.
The document provides instructions for rendering existing appointments, editing and rendering existing appointments, and reporting appointment cancellations using the Therapistmate Autism Clinic Software (ACS) on both a web interface and mobile device. Key steps include logging into ACS, selecting rendering pending from the timesheets menu, submitting accurate appointment details or cancellation reasons, and viewing rendered or cancelled appointments on the desktop calendar.
The document describes the billing process in Therapistmate Software, including linking timesheets to authorizations, setting timesheets as ready to bill, creating billing batches within date ranges, editing batches, generating invoices, and posting invoices to Sage 300 ERP accounting software. It also discusses billing settings like exclusions, distribution codes, and batch statuses. Finally, it mentions that Therapistmate can generate ABA billing forms like the DDS report, CMS 1500 form, and 837 EDI file.
The document provides instructions for using Therapistmate scheduling software. It demonstrates how to add, edit, and delete availability for employees and consumers. It also shows how to create, edit, and remove appointments by selecting available times on the calendar, choosing authorization, employee, and other details. Finally, it describes the quick schedule module which automatically matches employees and consumers based on various rules.
The document describes the key features and modules of Sage accounting software, including accounts receivable, accounts payable, and general ledger modules. The accounts receivable module manages customers and tracks invoices and receipts. The accounts payable module manages vendors and tracks invoices and payments. The general ledger module provides a robust platform for managing the chart of accounts and allows for creating and printing customized financial statements on demand.
(13) Therapistmate - How to Edit and Delete Employeestherapistmate
The document provides instructions for editing and deleting employees in Therapist Mate software. It states to choose "Employee" from the main menu and then "Manage Employee" from the submenu. From there, users can click the edit icon to modify an employee's details or click the delete icon to remove an employee after confirming the deletion.
ACS integrates with Sage 300 ERP US Payroll module to post timesheets in ACS as timecards in Sage 300 ERP US Payroll.
ACS also hosts a secure pay stub module online where employees can view their current and historical pay stubs.
You constantly face challenges from requirements levied by funding sources, the company’s rapid growth, and the ongoing pressure of having to do your job promptly and without mistakes.
ACS Billing Module can you help you bill effectively.
The document provides instructions for rendering existing appointments, editing and rendering existing appointments, and reporting appointment cancellations using the Therapistmate Autism Clinic Software (ACS) on both a web interface and mobile device. Key steps include logging into ACS, selecting rendering pending from the timesheets menu, submitting accurate appointment details or cancellation reasons, and viewing rendered or cancelled appointments on the desktop calendar.
The document describes the billing process in Therapistmate Software, including linking timesheets to authorizations, setting timesheets as ready to bill, creating billing batches within date ranges, editing batches, generating invoices, and posting invoices to Sage 300 ERP accounting software. It also discusses billing settings like exclusions, distribution codes, and batch statuses. Finally, it mentions that Therapistmate can generate ABA billing forms like the DDS report, CMS 1500 form, and 837 EDI file.
The document provides instructions for using Therapistmate scheduling software. It demonstrates how to add, edit, and delete availability for employees and consumers. It also shows how to create, edit, and remove appointments by selecting available times on the calendar, choosing authorization, employee, and other details. Finally, it describes the quick schedule module which automatically matches employees and consumers based on various rules.
The document describes the key features and modules of Sage accounting software, including accounts receivable, accounts payable, and general ledger modules. The accounts receivable module manages customers and tracks invoices and receipts. The accounts payable module manages vendors and tracks invoices and payments. The general ledger module provides a robust platform for managing the chart of accounts and allows for creating and printing customized financial statements on demand.
(13) Therapistmate - How to Edit and Delete Employeestherapistmate
The document provides instructions for editing and deleting employees in Therapist Mate software. It states to choose "Employee" from the main menu and then "Manage Employee" from the submenu. From there, users can click the edit icon to modify an employee's details or click the delete icon to remove an employee after confirming the deletion.
ACS integrates with Sage 300 ERP US Payroll module to post timesheets in ACS as timecards in Sage 300 ERP US Payroll.
ACS also hosts a secure pay stub module online where employees can view their current and historical pay stubs.
You constantly face challenges from requirements levied by funding sources, the company’s rapid growth, and the ongoing pressure of having to do your job promptly and without mistakes.
ACS Billing Module can you help you bill effectively.
This document provides instructions for entering and managing overtime in multiple steps:
1. It describes the main interface for creating new batches, reopening existing batches, and deleting batches. It also explains how to generate timesheets and calculate overtime.
2. It outlines how to add events and filters to the overtime data. Filters can be applied to show specific records based on original hours, hours per day, or staff classification.
3. Finally, it details the tabs for adjustments, exclusions, viewing overtime timesheets, and the number of timesheets processed. Filters and actions can be performed to cleanse and manage the overtime data.
This document provides instructions for using various filtering and sorting functions in an accounting module. It describes how to filter data by regular hours, overtime, deleted status, posting status, error codes, time period, specified values, timesheet ID, staff name, and reset filter values. It also outlines additional functions like posting and deleting information, switching between record statuses, selecting and deselecting records, and viewing the timecard log.
(2) Therapistmate - How to Configure Dropdownstherapistmate
The document provides instructions for configuring dropdown menus in Therapist Mate autism clinic software. It explains how to choose the settings menu, click on dropdowns, and then add, view, edit, delete, search, and limit dropdown items.
TimeTRONIX Desk is Biometric Time Clock & Attendance tracking system that replaces the typical time clock used to track employees attendance.
More info can be found here - http://www.bioenabletech.com/index.php/software/time-attendance/timetronix-attendance-software/
More often than not, authorizations are received over the phone, or mail, or fax.
With ACS, you can enter all of your authorizations in one place, and the entire team knows about it. You can date stamp every entry, and also attach documents and scans to the consumer’s file.
This document provides instructions for updating resource details in the Sypris Resource Pool. It outlines the following key steps:
1. Select the resources to update and open them in MS Project Professional.
2. For each resource, make changes only to the Max Units, Skill Code, Standard Rate, and Employee Number fields.
3. Save the changes and check the resources back into the Sypris server.
In previous presentations, we showed you how to choose a CRM system and gave you a comparison of the top 4 CRM software options for small businesses. If you followed our advice and chose Insightly for your CRM, it’s now time to set it up. That’s the topic of today’s presentation.
See more at: http://fitsmallbusiness.com/how-to-set-up-insightly/
Axex Dental Practice Management System Manual (v.1.0)Axex Dental
The document provides instructions for setting up and configuring the Axex Dental software. It explains how to initially log in and navigate to the settings page. It then outlines how to set up providers, fee schedules, users, operatories, office hours and more. The final pages describe the appointments module and how to use the scheduling interface.
This document provides instructions for navigating and utilizing various features within a human resources management module for an employee database. It describes how to search for employee information by ID or name, view their timesheets, authorizations, assigned patients, and hours worked. It also explains how to export, print, sort, filter, and save preferences for the interactive grid displaying staff information.
Company settings in UVdesk allow the administrator to configure values like the company name, email, time zone, business hours, and other default settings to customize the helpdesk system. The administrator can edit the company settings by logging into their UVdesk support panel, clicking on the company menu, and modifying the default, time, business hours, pending response, and activities tabs. This ensures the helpdesk works as required for the company.
The document provides tips and tricks for improving navigation and customizing the user interface in the BillQuick software. It describes ways to split screens, apply filtering to focus on relevant data, set default navigators, select or deselect multiple rows of data using shortcuts, and sort data in multiple columns. The tips can help users work more efficiently by streamlining the view and access to important features in BillQuick.
This document provides instructions for installing and using the Massage Office Professional 2016 software. It summarizes how to set up the initial user information, create therapist, service, client and product records, schedule appointments, and create treatment notes. It also covers gift certificate tracking and expense management features of the software. The tutorial is designed to guide new users through the basic functions and navigation of the program.
maxTime is a time and attendance software that allows scheduling of employee shifts, monitoring of attendance, and automatic payroll calculations. It works by comparing scheduled shifts to actual clock-ins and clock-outs. The document provides instructions on setting up maxTime for a new business including creating employee profiles, job roles, shifts, and scheduling shifts. It also covers enrolling new employees on the time clock, viewing reports, and best practices.
From this power point you can get the details about Advanced Filter, Use of Macros with Advanced Filter, Data Validation, Creation of data validation Drop-Down List, Handling of External Data, Goal Seek, What-if analysis,
Platform Training Powerpoint PresentationGerryLovett1
The document provides instructions for conducting searches for factories and organizations in the system. It explains how to use the select columns tool to choose which fields to display, and how to perform basic searches by name, ID, keyword or wildcard. It also describes how to conduct more advanced searches using filters like industry, product category, country and member status. The goal of searching first before adding a new factory or organization is to prevent duplicate records in the database.
What is employee productivity ratio & How do you Calculate it Time Doctor
Good employee productivity goes a long way in boosting your company’s revenue and profits. But how do you quantify productivity? The ratio considers different outputs (like the number of units produced) and inputs (like labor hour values) to determine how well your organization uses the resources. This document discusses what the employee productivity ratio is, its formula, and the steps to calculate it.
Source: https://biz30.timedoctor.com/employee-productivity-ratio/#how-to-calculate
IBM Watson Analytics sets powerful analytics capabilities free so practically anyone can use them. Automated data preparation, predictive analytics, reporting, dashboards, visualization and collaboration capabilities, enable you to take control of your own analysis. You can then take the appropriate action to address a problem or seize an opportunity, all without asking IT or a data expert for help.
This document provides information on the eTimeTrack Lite software, including its recommended system requirements, supported operating systems, key features, and setup and use. The software allows for time tracking management, ensures accurate attendance recording, prevents buddy punching, and generates reports. It guides the setup of masters, employees, shifts, holidays and leave types. It also covers attendance management, registers, device management, utilities, and reports.
The document provides an overview and instructions for using KustomerKeeper, a point of sale and customer relationship management software. It describes the 12 integrated modules for settings, vendors, inventory, purchases, receiving, staff, customers, sales/guest checks, tables, reports, calendar, and tills. It provides details on each module's functions and how they relate to common business and restaurant management tasks like tracking inventory, sales, customers, staff, and finances. Screenshots illustrate the different windows and configuration options in the settings module.
This document provides instructions for entering and managing overtime in multiple steps:
1. It describes the main interface for creating new batches, reopening existing batches, and deleting batches. It also explains how to generate timesheets and calculate overtime.
2. It outlines how to add events and filters to the overtime data. Filters can be applied to show specific records based on original hours, hours per day, or staff classification.
3. Finally, it details the tabs for adjustments, exclusions, viewing overtime timesheets, and the number of timesheets processed. Filters and actions can be performed to cleanse and manage the overtime data.
This document provides instructions for using various filtering and sorting functions in an accounting module. It describes how to filter data by regular hours, overtime, deleted status, posting status, error codes, time period, specified values, timesheet ID, staff name, and reset filter values. It also outlines additional functions like posting and deleting information, switching between record statuses, selecting and deselecting records, and viewing the timecard log.
(2) Therapistmate - How to Configure Dropdownstherapistmate
The document provides instructions for configuring dropdown menus in Therapist Mate autism clinic software. It explains how to choose the settings menu, click on dropdowns, and then add, view, edit, delete, search, and limit dropdown items.
TimeTRONIX Desk is Biometric Time Clock & Attendance tracking system that replaces the typical time clock used to track employees attendance.
More info can be found here - http://www.bioenabletech.com/index.php/software/time-attendance/timetronix-attendance-software/
More often than not, authorizations are received over the phone, or mail, or fax.
With ACS, you can enter all of your authorizations in one place, and the entire team knows about it. You can date stamp every entry, and also attach documents and scans to the consumer’s file.
This document provides instructions for updating resource details in the Sypris Resource Pool. It outlines the following key steps:
1. Select the resources to update and open them in MS Project Professional.
2. For each resource, make changes only to the Max Units, Skill Code, Standard Rate, and Employee Number fields.
3. Save the changes and check the resources back into the Sypris server.
In previous presentations, we showed you how to choose a CRM system and gave you a comparison of the top 4 CRM software options for small businesses. If you followed our advice and chose Insightly for your CRM, it’s now time to set it up. That’s the topic of today’s presentation.
See more at: http://fitsmallbusiness.com/how-to-set-up-insightly/
Axex Dental Practice Management System Manual (v.1.0)Axex Dental
The document provides instructions for setting up and configuring the Axex Dental software. It explains how to initially log in and navigate to the settings page. It then outlines how to set up providers, fee schedules, users, operatories, office hours and more. The final pages describe the appointments module and how to use the scheduling interface.
This document provides instructions for navigating and utilizing various features within a human resources management module for an employee database. It describes how to search for employee information by ID or name, view their timesheets, authorizations, assigned patients, and hours worked. It also explains how to export, print, sort, filter, and save preferences for the interactive grid displaying staff information.
Company settings in UVdesk allow the administrator to configure values like the company name, email, time zone, business hours, and other default settings to customize the helpdesk system. The administrator can edit the company settings by logging into their UVdesk support panel, clicking on the company menu, and modifying the default, time, business hours, pending response, and activities tabs. This ensures the helpdesk works as required for the company.
The document provides tips and tricks for improving navigation and customizing the user interface in the BillQuick software. It describes ways to split screens, apply filtering to focus on relevant data, set default navigators, select or deselect multiple rows of data using shortcuts, and sort data in multiple columns. The tips can help users work more efficiently by streamlining the view and access to important features in BillQuick.
This document provides instructions for installing and using the Massage Office Professional 2016 software. It summarizes how to set up the initial user information, create therapist, service, client and product records, schedule appointments, and create treatment notes. It also covers gift certificate tracking and expense management features of the software. The tutorial is designed to guide new users through the basic functions and navigation of the program.
maxTime is a time and attendance software that allows scheduling of employee shifts, monitoring of attendance, and automatic payroll calculations. It works by comparing scheduled shifts to actual clock-ins and clock-outs. The document provides instructions on setting up maxTime for a new business including creating employee profiles, job roles, shifts, and scheduling shifts. It also covers enrolling new employees on the time clock, viewing reports, and best practices.
From this power point you can get the details about Advanced Filter, Use of Macros with Advanced Filter, Data Validation, Creation of data validation Drop-Down List, Handling of External Data, Goal Seek, What-if analysis,
Platform Training Powerpoint PresentationGerryLovett1
The document provides instructions for conducting searches for factories and organizations in the system. It explains how to use the select columns tool to choose which fields to display, and how to perform basic searches by name, ID, keyword or wildcard. It also describes how to conduct more advanced searches using filters like industry, product category, country and member status. The goal of searching first before adding a new factory or organization is to prevent duplicate records in the database.
What is employee productivity ratio & How do you Calculate it Time Doctor
Good employee productivity goes a long way in boosting your company’s revenue and profits. But how do you quantify productivity? The ratio considers different outputs (like the number of units produced) and inputs (like labor hour values) to determine how well your organization uses the resources. This document discusses what the employee productivity ratio is, its formula, and the steps to calculate it.
Source: https://biz30.timedoctor.com/employee-productivity-ratio/#how-to-calculate
IBM Watson Analytics sets powerful analytics capabilities free so practically anyone can use them. Automated data preparation, predictive analytics, reporting, dashboards, visualization and collaboration capabilities, enable you to take control of your own analysis. You can then take the appropriate action to address a problem or seize an opportunity, all without asking IT or a data expert for help.
This document provides information on the eTimeTrack Lite software, including its recommended system requirements, supported operating systems, key features, and setup and use. The software allows for time tracking management, ensures accurate attendance recording, prevents buddy punching, and generates reports. It guides the setup of masters, employees, shifts, holidays and leave types. It also covers attendance management, registers, device management, utilities, and reports.
The document provides an overview and instructions for using KustomerKeeper, a point of sale and customer relationship management software. It describes the 12 integrated modules for settings, vendors, inventory, purchases, receiving, staff, customers, sales/guest checks, tables, reports, calendar, and tills. It provides details on each module's functions and how they relate to common business and restaurant management tasks like tracking inventory, sales, customers, staff, and finances. Screenshots illustrate the different windows and configuration options in the settings module.
How Can Hiring A Mobile App Development Company Help Your Business Grow?ToXSL Technologies
ToXSL Technologies is an award-winning Mobile App Development Company in Dubai that helps businesses reshape their digital possibilities with custom app services. As a top app development company in Dubai, we offer highly engaging iOS & Android app solutions. https://rb.gy/necdnt
Hand Rolled Applicative User ValidationCode KataPhilip Schwarz
Could you use a simple piece of Scala validation code (granted, a very simplistic one too!) that you can rewrite, now and again, to refresh your basic understanding of Applicative operators <*>, <*, *>?
The goal is not to write perfect code showcasing validation, but rather, to provide a small, rough-and ready exercise to reinforce your muscle-memory.
Despite its grandiose-sounding title, this deck consists of just three slides showing the Scala 3 code to be rewritten whenever the details of the operators begin to fade away.
The code is my rough and ready translation of a Haskell user-validation program found in a book called Finding Success (and Failure) in Haskell - Fall in love with applicative functors.
E-commerce Development Services- Hornet DynamicsHornet Dynamics
For any business hoping to succeed in the digital age, having a strong online presence is crucial. We offer Ecommerce Development Services that are customized according to your business requirements and client preferences, enabling you to create a dynamic, safe, and user-friendly online store.
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Explore the seamless transition to e-invoicing with this comprehensive guide tailored for Saudi Arabian businesses. Navigate the process effortlessly with step-by-step instructions designed to streamline implementation and enhance efficiency.
UI5con 2024 - Boost Your Development Experience with UI5 Tooling ExtensionsPeter Muessig
The UI5 tooling is the development and build tooling of UI5. It is built in a modular and extensible way so that it can be easily extended by your needs. This session will showcase various tooling extensions which can boost your development experience by far so that you can really work offline, transpile your code in your project to use even newer versions of EcmaScript (than 2022 which is supported right now by the UI5 tooling), consume any npm package of your choice in your project, using different kind of proxies, and even stitching UI5 projects during development together to mimic your target environment.
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A lot of technical challenges and complexity come with building a cloud-native and distributed architecture. The way we develop backend software has fundamentally changed in the last ten years. Managing a microservices architecture demands a lot of us to ensure observability and operational resiliency. But did you also change the way you run your development teams?
Sven will talk about Atlassian’s journey from a monolith to a multi-tenanted architecture and how it affected the way the engineering teams work. You will learn how we shifted to service ownership, moved to more autonomous teams (and its challenges), and established platform and enablement teams.
Preparing Non - Technical Founders for Engaging a Tech AgencyISH Technologies
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Most important New features of Oracle 23c for DBAs and Developers. You can get more idea from my youtube channel video from https://youtu.be/XvL5WtaC20A
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Learn about the latest innovations in and around OpenUI5/SAPUI5: UI5 Tooling, UI5 linter, UI5 Web Components, Web Components Integration, UI5 2.x, UI5 GenAI.
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https://www.youtube.com/live/MSdGLG2zLy8?si=INxBHTqkwHhxV5Ta&t=0
8 Best Automated Android App Testing Tool and Framework in 2024.pdfkalichargn70th171
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Salesforce Healthcare CRM, implemented by VALiNTRY360, revolutionizes patient management by enhancing patient engagement, streamlining administrative processes, and improving care coordination. Its advanced analytics, robust security, and seamless integration with telehealth services ensure that healthcare providers can deliver personalized, efficient, and secure patient care. By automating routine tasks and providing actionable insights, Salesforce Healthcare CRM enables healthcare providers to focus on delivering high-quality care, leading to better patient outcomes and higher satisfaction. VALiNTRY360's expertise ensures a tailored solution that meets the unique needs of any healthcare practice, from small clinics to large hospital systems.
For more info visit us https://valintry360.com/solutions/health-life-sciences
1. Tel: 310.313.0047 x 110
Cell: 310.918.7162
Fax: 310.313.1187
Email: intouch@therapistmate.com
Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On
4. Tel: 310.313.0047 x 110
Cell: 310.918.7162
Fax: 310.313.1187
Email: intouch@therapistmate.com
Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On
6. Main Interface
1. Export to Excel
2. Print Preview
3. Sorting
4. Filter contains
5. Filter Clear
6. To save the preference on this grid
7. To set the layout back to factory.
8. Open Consumer Notes
7. Filters
The encircled radio buttons will
filter data on the basis of “Regular
Hours”, “Overtime” and “Show
Deleted”.
8. Filter, Show Deleted
When radio button “Show Deleted” is
checked. The TimeCard will show all the
records with the status “Deleted”.
9. Tel: 310.313.0047 x 110
Cell: 310.918.7162
Fax: 310.313.1187
Email: intouch@therapistmate.com
Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On
10. Posted, When not Checked
When “posted” is not checked the sheet
will show a column “status”. This will
show that whether a “Timecard” is
already posted or not.
11. Posted, When Checked
When “posted” is checked, the sheet will show “Post”
column. This radio button acts like a filter and will show
all the “TimeCards” that have not been posted yet.
12. Show Error
The encircled icon will show
the “Error Codes” which may
occur due to the conditions
stated in the note directed by
the arrow.
13. Tel: 310.313.0047 x 110
Cell: 310.918.7162
Fax: 310.313.1187
Email: intouch@therapistmate.com
Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On
14. Filter, By Period
Data can be filtered out by a certain period.
Check the “By Period” radio button and
enter the time slot in the text boxes as
directed by the two arrows.
15. Filter, By Entered
Check the “Entered” radio button to
select system defined values. User can
also select new values if he/she
wishes in text boxes directed by the
arrow.
NOTE: If “Entered” radio
button is checked, then the
user can not enter values “By
Period”.
16. Filter, By Timesheet
Enter the timesheet id in the
textboxes “From” and “To”, to
filter data according to a
certain timesheet.
17. Tel: 310.313.0047 x 110
Cell: 310.918.7162
Fax: 310.313.1187
Email: intouch@therapistmate.com
Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On
18. Filter, By Staff
Search data according to the “Staff”
name. Enter the name of an employee
where the user wants to start the search
in “From” text box. And enter the name
of an employee where the user wants to
end the search in the “To” text box.
19. Search & Clear
Click the “Search” button to start
the search and click the “Clear”
button to reset the values in the
text boxes.
20. 1. This button exits the control from the accounting module.
2. This button will show the consumer/patient info in the
accounting module.
3. This button will post the information.
4. This button will delete the information.
21. Tel: 310.313.0047 x 110
Cell: 310.918.7162
Fax: 310.313.1187
Email: intouch@therapistmate.com
Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On
22. 1. All the records that have been entered
will be shown.
2. Records searching will switch from
“entered” to “Ready”.
3. Select a record to check.
4. To undo step 3.
23. 1. To select all the records
2. To undo step 2.
3. To view log of timecard.
4. To minimize Log.
24. Tel: 310.313.0047 x 110
Cell: 310.918.7162
Fax: 310.313.1187
Email: intouch@therapistmate.com
Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On
25.
26.
27.
28. Tel: 310.313.0047 x 110
Cell: 310.918.7162
Fax: 310.313.1187
Email: intouch@therapistmate.com
Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On
30. Main Interface
1. Export to Excel
2. Print Preview
3. Sorting
4. Filter contains
5. Filter Clear
6. To save the preference on this grid
7. To set the layout back to factory.
31. Events
Click “New Batch” to
enter values for the new
batch.
To reopen a an already
stored batch, click “Reopen
Batch”.
To delete a batch click
“Delete Batch”.
In order to generate a new
timesheet click “Generate
TimeSheet”.
In order to calculate overtime
according to pre-defined rules
click “Calculate Overtime”.
33. Filters contd’
The radio button “Show only Overtime records”
is when selected. It will show only those records
of a certain “batch id” that has overtime. Where
as “Show only Generated” will show all the
records that have been generated.
34. Tel: 310.313.0047 x 110
Cell: 310.918.7162
Fax: 310.313.1187
Email: intouch@therapistmate.com
Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On
35. Filters contd’
Two filters can be applied on the data
sheets. One is “Show only when
Original Hours” and the other is
“Show only when Hours/ Day”. These
filters will cleanse overall data
according to the conditions specified.
When performing an action other than
“Process”, such as “Adjustment”,
“Exclusions”, “Overtime Timesheets”,
“Timesheet Processed”
36. Filters, Contd’
“Direct staff” will show the data of the employees that are
classified as direct staff. “No Direct staff” will show the
data of employees that are classified as no direct staff. And
“ALL” will show the data of employees without any sort of
classification.
37. Process
The “Process” tab will show a sheet for 1
week of employees who did overtime over
a week. Moreover, it shows records of
overtime details for a day as well.
38. Tel: 310.313.0047 x 110
Cell: 310.918.7162
Fax: 310.313.1187
Email: intouch@therapistmate.com
Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On
40. Exclusion
To exclude “Earning and
Deduction” or “Work code”
use the “Exclusion” tab.
In order to select
“Exclusion Type” use the
radio buttons
Use “Enter value to exclude” to enter the value
of exclusion, using the drop down menu in
front of this label.
Use “Add” to add an exclusion
value and use “Delete” to
delete an exclusion value.
41. Overtime Timesheet
In order to view the overtime
timesheet use the “Overtime
Timesheet” tab, as encircled by a
rectangle.
42. Timesheet Processed
In order to view the number of
timesheet processed. Use the
“Timesheets Processed” tab, as
encircled by the rectangle.
43. Tel: 310.313.0047 x 110
Cell: 310.918.7162
Fax: 310.313.1187
Email: intouch@therapistmate.com
Website: www.therapistmate.com
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46. Select Company and Rest Brakes
2.
Select CDD TEST
Company in the
dropdown
1.
Click on “Rest
Breaks”
47. Create New Batch
8/14/2015 How to use 47
3.
Click on “Rest
Breaks”
4.
Select Rest Breaks in the Batch
Type, and select any pay period
between Jan-Feb 2014
5.
Add notes as needed, and click
Add Batch
48. Refresh
7.
Click on the batch you created,
and then click refresh, this will
load all the TS for the period
49. Tel: 310.313.0047 x 110
Cell: 310.918.7162
Fax: 310.313.1187
Email: intouch@therapistmate.com
Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
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54. Tel: 310.313.0047 x 110
Cell: 310.918.7162
Fax: 310.313.1187
Email: intouch@therapistmate.com
Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
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56. HR Module
HR Module contains the information about the employees. So, we
can find out the complete information of employees regarding their
job status and personal details.
57. HR Module
Here user can search the information about
employees by their name and ID. Also
employee can be activated or deactivated.
58. HR Module
It is the employees management area .User can
enter the employee information here. User can
delete , save and edit the records of any
employee.
59. HR Module
User can declare the hiring date, termination
date information of employees here. User can
maintain the records of any employee about
their status.
60. Tel: 310.313.0047 x 110
Cell: 310.918.7162
Fax: 310.313.1187
Email: intouch@therapistmate.com
Website: www.therapistmate.com
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61. HR Module
Here User can manage the records working
periods information of employees here. E.g
• Pay frequency
• Regular hour per week
• Overtime calculation
• Part time worker
62. HR Module
Electronic Fund Transfer:
Here User can put banking information of
employees by transferring the pay of employees
.
63. HR Module
Here User can put emergency contacts
information of employees which is used in
emergency . User can have the name phone and
email information.
64. HR Module
Here user can create any notes against any
employee .
Here User can maintain the documentation
details of employees which documentation is
belong to which employees .
65. Tel: 310.313.0047 x 110
Cell: 310.918.7162
Fax: 310.313.1187
Email: intouch@therapistmate.com
Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On
68. Tel: 310.313.0047 x 110
Cell: 310.918.7162
Fax: 310.313.1187
Email: intouch@therapistmate.com
Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
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Editor's Notes
The encircled radio buttons will filter data on the basis of “Regular Hours”, “Overtime” and “Show Deleted”.
When radio button “Show Deleted” is checked. The TimeCard will show all the records with the status “Deleted”.
When “posted” is not checked the sheet will show a column “status”. This will show that whether a “Timecard” is already posted or not.
When “posted” is checked, the sheet will show “Post” column. This radio button acts like a filter and will show all the “TimeCards” that have not been posted yet.
The encircled icon will show the “Error Codes” which may occur due to the conditions stated in the note directed by the arrow.
Data can be filtered out by a certain period. Check the “By Period” radio button and enter the time slot in the text boxes as directed by the two arrows.
Check the “Entered” radio button to select system defined values. User can also select new values if he/she wishes in text boxes directed by the arrow. NOTE: If “Entered” radio button is checked, then the user can not enter values “By Period”.
Enter the timesheet id in the textboxes “From” and “To”, to filter data according to a certain timesheet.
Search data according to the “Staff” name. Enter the name of an employee where the user wants to start the search in “From” text box. And enter the name of an employee where the user wants to end the search in the “To” text box.
Click the “Search” button to start the search and click the “Clear” button to reset the values in the text boxes.
Login Screen
ID: 7EMP80076
Password: 6608
After login in left side top panel shows first name, lastname and company name and 2 menu for profile data and employee checks page. In bottom section User profiles details are shown
When click on employee checks menu then checks results will be shown with company pdf checks url. Click on pdf link it is password protected and ask password which is “z&s” .
Click “New Batch” to enter values for the new batch. In order to calculate overtime according to pre-defined rules click “Calculate Overtime”. In order to generate a new timesheet click “Generate TimeSheet”. To delete a batch click “Delete Batch”. To reopen a an already stored batch, click “Reopen Batch”.
The rectangle encircling are the filters which can be used to filter data. The purpose of filters “Show DT1”, “DT2”, “OT3”, “OT4” and “OT5” can be seen from the “Help” hyperlink.
The radio button “Show only Overtime records” is when selected. It will show only those records of a certain “batch id” that has overtime. Where as “Show only Generated” will show all the records that have been generated.
When performing an action other than “Process”, such as “Adjustment”, “Exclusions”, “Overtime Timesheets”, etc. Two filters can be applied on the data sheets. One is “Show only when Original Hours” and the other is “Show only when Hours/ Day”. These filters will cleanse overall data according to the conditions specified.
Data can be filtered by the radio buttons encircled within the rectangle. “Direct staff” will show the data of the employees that are classified as direct staff. “No Direct staff” will show the data of employees that are classified as no direct staff. And “ALL” will show the data of employees without any sort of classification.
The “Process” tab will show a sheet for 1 week of employees who did overtime over a week. Moreover, it shows records of overtime details for a day as well.
Perform adjustments using the “Adjustment” tab. After populating the table with data, click on the “Save adjustment” button to save adjustments.
To exclude “Earning and Deduction” or “Work code” use the “Exclusion” tab. In order to select “Exclusion Type” use the radio buttons on the top right corner of the window. Use “Enter value to exclude” to enter the value of exclusion, using the drop down menu in front of this label. Use “Add” to add an exclusion value and use “Delete” to delete an exclusion value.
In order to view the overtime timesheet use the “Overtime Timesheet” tab, as encircled by a rectangle.
In order to view the number of timesheet processed. Use the “Timesheets Processed” tab, as encircled by the rectangle.