Timesheets Overview
  • 13 Jul 2022
  • 2 Minutes to read
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Timesheets Overview

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Traditionally a time sheet or time slip is a way to record the amount of time a worker spends on a job. The employer uses the time sheet to do payroll with. 

  • In Generations, though, Timesheets is a place which gathers data that produces both billing and payroll information. 
  • Timesheets play a crucial role in Generations because they hold the middle position between schedules and sharing data with reports, QuickBooks, and third party payroll companies. 
  • Below are the steps typically taken when working with billing and payroll in Generations.

Video

Learn about Timesheets.



SUGGESTION  
If you make changes to the schedule after creating Timesheets, you can create Timesheets again. Only changes are brought into Edit Timesheets.

Working With Timesheets

See Billing and Payroll in Detail for an extensive exploration of the following steps.

Add Schedules

The first step is to Add Schedules to Generations. 

  • Remember that each shift contains the name of the Client, the Service Code or billing rate, the name of the Caregiver, the Caregiver's pay rate, and the hours associated with the shift.
  • Accuracy counts and will go a long way towards streamlining billing and payroll. 
  • Caregivers are notified of work, perform the work, and report back to you via either a paper timecard or EVV. 

Update Schedules

Update Schedules to reflect actual hours worked based on either the paper timecard or EVV. 

  • If you have EVV, most Schedules are automatically updated and confirmed for you; manually correct and confirm any shift not completed by EVV—for example, when a Caregiver forgets to call in or out.
  • If you use paper timecards, compare the timecard to the existing Schedule; adjust the Schedule to reflect the timecard and confirm the schedule. 

Create Timesheets

Navigate to Create Timesheets, highlight the current pay period and click Create Timesheets. This copies the existing confirmed Schedules into the Edit Timesheets area of Generations.

Edit Timesheets

Edit Timesheets is an optional area and lets you change hours worked or add other expenses. Mark your Timesheets as received, and distinguish those Timesheets that have been billed or paid.

Review Report

Review the appropriate report.

  • If you're doing your billing, look closely at the Billing Report by Client.
  • If you're working on payroll, look at the Timesheet Detail by Pay Period Report.
  • If you find errors in the report, return to the Schedule and update appropriately.
  • Then create Timesheets again for the error to be corrected; you may need to delete the associated Timesheet first before creating Timesheets for that error to be fixed.

Transfer Information

Transfer information to the appropriate destination, typically either QuickBooks or a third party payroll company.


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