Implementation Overview

Configure Company Settings.

Focus on the first tab. Add company information and the day of the week your pay period ends.

Company Settings Overview

Establish Security Settings

Security Overview

(Optional) Create Timesheet Weeks

You can create Timesheet weeks now, or wait until you're ready to process your first billing and payroll.

Timesheets Overview

(Optional) Establish the QuickBooks connection

If you use QuickBooks, establish the connection between Generations and QuickBooks to be able to import Clients, Caregivers, Service Codes, and Pay Rates.

• QuickBooks Interface Overview
• Approving Generations to interface with QuickBooks
• Getting Started with the QuickBooks Interface

Service Codes

Also known as billing rates, schedules cannot be created without Service Codes.

Payroll Items

This is a list of the names of the various pay items.

Payroll Items Master List

Clients

The minimal requirement for a client to be scheduled is first name and last name.

• Client Personal Data
• Onboarding A Client

Caregivers and Pay Rates

The minimum required for scheduling a caregiver is first name, last name, social security number, and a pay rate.

• Caregiver Personal Data
• Caregiver Payroll Items
• Onboarding A Caregiver

Create Schedules

Scheduling Overview

Add information for other Master Lists

For Caregivers: Class, Classification, Note Type, Reminders, Skills

For Clients: Client Type, Location, Note Type, Reminders, Needs

Other considerations

Here are some other things you may want to consider. Your trainer will have additional suggestions and direction for you.

• Service Orders (especially if you receive authorizations)
• Customizing the Care Plan
• Overtime Rules