Before you can prepare your data for importing into Tempaid, you will first need to configure a few settings.
Settings can be found by navigating to Integrations → Tempaid → Settings
|Timerate||Required||The value that will be used for the REC-TIMERATE column in the export.|
|Client Identifier||Optional||Determines how the carer/client will be identified in the export. Choose one of the built-in fields, or select "Custom Field" to choose one of your custom fields.||If blank, the client's Reference Code will be used (e.g. JOHDOE)|
|Carer Identifier||Optional||If blank, the carer's Payroll Number will be used.|
Tempaid settings are not team-scoped. Settings will apply to all teams.
Navigate to Integrations → Tempaid → Export.
The Tempaid integration only supports exporting data as a CSV.
Before running the export, you must first choose a number of parameters.
|From||Required||The date from which visits will be included.|
|Until||Required||The latest date that will be included.|
|Teams||Required||Which teams should have their visits included.|
|Only confirmed visits?||Optional||Whether only confirmed visits should be included.|
Once you're happy with your selection, click Export. The file will be generated in the background, and it will be emailed to you once it's ready.
Each row in the export represents a visit that the carer has allocated to.
Hourly rates are calculated as a weighted average of the total pay/billing amount for the visit.
This is done so that visits where multiple rates are used (such as visits crossing unsociable hours) can be supported.
If "expense" items are calculated for a visit, an additional row for the visit will be added.
This row will always have a Job Code of "EXPS", and Hours as "1".
The Pay Rate and Charge Rate will represent the total value of the paid/charged expenses.
Pay expenses could include:
- Travel time
Charge expenses could include:
- Call-out charges
The export file contains the following columns:
|REC-HOURS||Number||Visit length as number of hours|
|Client||Text||Client identifier, as configured in Tempaid Settings|
|REC-APREF||Text||Carer identifier, as configured in Tempaid Settings|
|REC-WENDING||Date||Week ending date, dd/mm/yy. Always a Sunday|
|REC-JOB||Text||Job code||Can be specified in the carer's contract, or their "Job Title" record.|
|REC-TIME-STDATE||Date||Visit start date, dd/mm/yy|
|REC-TIMERATE||Text||Time rate as specified in Tempaid Settings|
|REC-PAYRATE||Number||Pay rate per hour|
|REC-CHARGERATE||Number||Charge rate per hour|
|REC-INVTXT||Text||PO number||Configured in client's service contract, or their "Invoice Reference".|
|REC-AWRROLE||Text||Job code||Can be specified in the carer's contract, or their "Job Title" record.|
|REC-DAYNO||Number||Day of the week, 1-7 (Mon-Sun)|