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How to Set Up Payroll

Overview

In order to successfully utilize PIMSY for payroll, the following system settings need to be reviewed and adjusted to meet your companies needs.
 

Required Permissions and Prerequisites 

  • Setting -83 :  PAYROLL - Allow users to view subordinates payroll entries so they can approve them.
  • Setting -84 : PAYROLL - Date from which payroll will be compiled for Notes
  • Setting -146 : PAYROLL - Include Activity Paid Hourly or Flat Rate
  • Setting -147 : PAYROLL - Include Activity Paid by Percentage
  • Setting -148 : PAYROLL - Include QP and Team Note entries when calculating Payroll
  • Setting -179 : PAYROLL - Prohibit modifications to SAL entries that have been included in payroll calculations.
  • Setting -180 : PAYROLL - Prohibit modifications to Invoice entries that have been included in payroll calculations.
  • Setting -186 : PAYROLL - Automatically check payroll records as Paid when compiling payroll for all employees at once.
  • Setting -247 : BILLING - Auto Adjust the Amount Paid for Payroll
  • - This setting is used for exceptions to payroll amounts. For instance, if you invoice a client a $40 co-pay and they only pay $20, this setting will adjust the payroll to pay $20 instead of $40 because you only received $20. If you want to pay the employee the full amount ($40) you would enter False in the Your Value field.
  • Setting -280 : PAYROLL - Show Payroll Fields on Invoicing Screen
  • Setting -290 : PAYROLL - Use Expected Amounts in Payroll Calculations
  • Setting -294 : PAYROLL - Include Pre Paid Transaction (Co Pays, Self Pays)
  • Setting -354 : PAYROLL - Only Include Released Notes in Payroll
  • Setting -372 : PAYROLL REPORT- Exclude the Amount Paid by the Payer
  • Setting -406 : PAYROLL REPORT- Exclude the Pay Rate by the Payer
  • Setting -475 : PAYROLL - Only Include Appointments with Kept / Checkout Status
  • Setting -626 : PAYROLL - Include Secondary Payers in Payroll Calc.
  • Setting -714 : PAYROLL - Require Notes Exist on Per Unit Payroll option
  • Setting -715 : PAYROLL - Require Notes Exist on Flat Rate Payroll option
  • Setting -786 : PAYROLL / NOTE ADDENDUM - Allow system to create claims and payroll adjustment entries.

 

 

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