Travel Appointments & Mileage Options.

OPTION 1:

Description: To Track Payable Mileage (not drive time)

How To:

Good to Know:

Create a Travel Pay Code

From Settings, Click Staff Member Settings and Pay Codes

• Select Add Pay Code + to enter in a Staff Pay Code Name and Staff Pay Code (EX: Pay Code Name “Travel”, Pay Code “TRV”)

For more information, please view: Pay Codes.

• You may choose to use an N/A pay code that would not calculate the hours as payable time. If this option is chosen, you will need to include non payable appointments in your Payroll report when running it

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• If you choose to use a ‘travel’ or other pay code that is not an “N/A”, then you will need to note that the number of hours on the appointment would count toward overtime calculations, if these are turned on in your account

• Pay code options must be created in Settings>Staff Member Settings>Pay Codes area before assigning to staff

Enter a per mile rate

From Settings, Click Staff Member Settings and Mileage

• Select Edit to enter in the mileage rate

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Assign Travel pay code to each staff member/user who is eligible with a $0 rate

For more information, please view: Pay Codes.

• Mark the Travel pay code as ‘default’ for Travel appointments

Train staff/schedulers to ensure that a Travel Pay Code is on Travel appointment and that number of miles are entered on each Travel Appointment

• Miles will auto-calculate if a from and to address is entered on Travel appointments

• Start and End time are required on all appointments, but will not generate a rate, due to be $0 per hour. The rate per mile set in Settings will pull to the Payroll Report and calculate based on number of miles driven

• The Time Sheet Entries tab of the payroll report should be reviewed to ensure that all Travel appointments were appropriately logged with the correct pay code. You can find a resource on the Payroll Export in Reporting.

Create a Travel Pay Code

From Settings, Click Staff Member Settings and Pay Codes

• Select Add Pay Code + to enter in a Staff Pay Code Name and Staff Pay Code (EX: Pay Code Name “Travel”, Pay Code “TRV”)

For more information, please view: Pay Codes.

• Pay code options must be created in Settings>Staff Member Settings>Pay Codes area before assigning to staff

Assign Travel pay code to each staff member/user, who is eligible, ensuring that an appropriate hourly rate is entered

For more information, please view: Pay Codes.

• Mark the Travel pay code as ‘default’ for Travel appointments

Train staff/schedulers to ensure that a Travel Pay code is on each Travel appointment and that the Start and End Time are accurate for the time driven/payable

• Mileage is a required entry on Travel appointments, but can be entered as 0, if desired, because a per mile will not be calculated

• The Time Sheet Entries tab of the payroll report should be reviewed to ensure that all Travel appointments were appropriately logged with the correct pay code. You can find a resource on the Payroll Export in Reporting.

Create a Travel Pay Code

From Settings, Click Staff Member Settings and Pay Codes

• Select Add Pay Code + to enter in a Staff Pay Code Name and Staff Pay Code (EX: Pay Code Name “Travel”, Pay Code “TRV”)

For more information, please view: Pay Codes.

• Pay code options must be created in Settings>Staff Member Settings>Pay Codes area before assigning to staff

Enter a per mile rate

From Settings, Click Staff Member Settings and Mileage

• Select Edit to enter in the mileage rate

Assign Travel pay code to each staff member/user, who is eligible, ensuring that an appropriate hourly rate is entered

For more information, please view: Pay Codes.

• Mark the Travel pay code as ‘default’ for Travel appointments

Train staff/schedulers to ensure that a Travel Pay code is on Travel appointment and that number of miles are entered on each Travel Appointment, as well as, accurate Start and End times for the payable time driven

• Miles will auto-calculate if a from and to address is entered on Travel appointments

• Start and End time are required on all appointments, and will generate the per hour rate assigned to each staff’s payroll page for the Travel pay code. The rate per mile set in Settings will pull to the Payroll Report and calculate based on number of miles driven

• The Time Sheet Entries tab of the payroll report should be reviewed to ensure that all Travel appointments were appropriately logged with the correct pay code & mileage. You can find a resource on the Payroll Export in Reporting.