- 16 Jan 2023
- 1 Minute to read
- Updated on 16 Jan 2023
- 1 Minute to read
Welcome! Click here, to watch our welcome video!
Here is a list of the things to focus on to get started with Generations.
- Your trainer will help you with many of these items.
- And don't forget, Generations support is just a click away to answer any of your questions via Live Chat.
- You may also want to look at the Implementation Plan for a handy checklist.
- There is also a Quick Start guide and suggestions for brand new agencies.
Configure Your Browser
Be sure your browser is configured properly to optimize your experience of working with Generations:
- Microsoft Internet Explorer
- Mozilla Firefox
- Google Chrome
Often we find that agencies want to add schedules on the very first day of training or shortly thereafter. While this is certainly possible, you must have the following items established to add a schedule in Generations:
- Billing Rates
- Payroll Items
- Caregivers and Pay Rates
Initial Setup Steps
Configure Company Settings.
Focus on the first tab. Add company information and the day of the week your pay period ends.
Establish Security Settings
(Optional) Create Timesheet Weeks
You can create Timesheet weeks now, or wait until you're ready to process your first billing and payroll.
(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.
Also known as billing rates, schedules cannot be created without Service Codes.
This is a list of the names of the various pay items.
Payroll Items Master List
The minimal requirement for a client to be scheduled is first name and last name.
Caregivers and Pay Rates
The minimum required for scheduling a caregiver is first name, last name, social security number, and a pay rate.
Add information for other Master Lists
For Caregivers: Class, Classification, Note Type, Reminders, Skills
For Clients: Client Type, Location, Note Type, Reminders, Needs
Here are some other things you may want to consider. Your trainer will have additional suggestions and direction for you.