Summary:
PIMSY allows the system administrator the ability to run payroll for all users. This feature must be set up in the system and for each user. See articles Payroll System Setup and Payroll User Setup for details. Once payroll is configured, it is easy to “run” payroll when you have a schedule for your users to be paid (weekly, bi-weekly, monthly or other). This section on the menu is the exclusive area for running and managing payroll.
There is a small section for payroll on the invoicing page that tells the organization what to pay the provider. Payroll Advanced has its own screens and tracks all the different events and what needs to be paid to the provider, which events have already been paid to the provider, and has a review protocol built in as well.
Payroll in PIMSY is only for clinicians and salary employees.
Sections:
Activity Paid Hourly or Flat Rate
Displays users who are paid hourly or by a flat rate.
Activity Paid by Percentage
Displays users who are paid by a percentage of their work performed.
QP Review / Team Notes
Any Team Notes in a Client’s chart will be recorded here.
Tabs:
History: history of all payroll or can be filtered
Do All: runs payroll for all users in the selected time period
Details: payroll information for the selected user – see right side of the screen
COLUMN HEADERS
Details |
information on selected user |
User Name |
person to be paid |
Payroll Num. |
for user |
Start Date |
when you begin running this payroll |
End Date |
when this payroll ends |
Final Total |
amount the user will be paid |
Remarks |
any additional text |
Released by User |
checkbox |
Released by User |
populated from system |
Released By Supervisor |
checkbox |
Released By Supervisor |
Populated from system |
Payroll Paid |
checked after this payroll has been completed |
Use the Column Chooser if you need other columns in the window.
Instructions:
Go to Financial > Payroll Advanced and filter for the dates of this payroll.
Select the Do All tab or select a User Group. Click Yes. Add user group image
If you only have a few employees, click the View button to see the payroll lines individually in case you need to check them before running payroll.
Click Do All button to run the payroll for the selected dates. Once the payroll has finished, the Payroll Paid field in the right column needs to be checked one by one. Click the View button to verify the payroll for that user is correct. Insert image Checking this box locks the payroll just completed.
If needed, you can export this payroll and import it into your Quickbooks.
Use Case:
It is the first of the month and the PIMSY administrator at ABC Therapeutics needs to pay each clinician and salary employees for the first of two payments per month. The admin goes to Payroll Advanced and selects the time period for this payroll. The Do All tab is used to finish running the current payroll. The Admin Views each user to verify accuracy and to check the Payroll Paid box in the Details box on the right.
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