Donovan Fourie discusses how to setup carer and client contract types, define the rates to pay your carers and bill your clients, and bulk swap carers and clients from one contract to another, focussing on:
- Understanding the purpose of carer contract types and service contract types
- Creating new contract types and service contract types from scratch
- Defining your pay and billing rates within contract types and service contract types
- Adding pro-rated and premium rates for weekdays, weekends, evenings, public holidays, and special days
- Customising the special days available in your environment's settings area
- Adding fixed rates and controlling their behaviours with rules, conditions, actions, and defaults
- Adding minimum amounts per week and month for clients, and per week for carers
- Differentiating between the payment strategies for bookings and shifts, both together and separately
- Differentiating between planned visit times and actual visit times
- Understanding when to use first range or not
- Understanding the mileage and travel time payment and billing settings inside your contracts
- Understanding the rounding, restrictions, and precision options available within contracts
- Utilising option sets to apply higher rates from specific dates, such as increases in new financial years
- Assigning contracts and service contracts to carers and clients to make them active from a start date
- Editing and overriding contracts to alter their behaviour for a specific carer or client
- Adding a finish date and reason to a carer or client's contract to make them inactive from an end date
- Bulk swapping carers and/or clients' bookings and/or schedule entries from one contract to another
- Checking and correcting the contracts and service contracts assigned to schedule entries
- Changing the pay and billing options for an individual schedule entry or booking without affecting others
- Applying fixed rates to a particular schedule entry or booking (when fixed rates aren't the default)
- Understanding available options to pay salaried workers who aren't on zero-hour contracts (or similar)