Description:
This report shows a summary view of payroll information, sorted by employee. The report is broken out by employee with each change in employee starting a new page. The report includes the number of visits performed by the employee, basic visit information and payable hours in decimal and fractional numbers.
Use:
Use this report to review payroll information by employee. This report can be compared to actual payroll or exported to support payroll operations as necessary.
Fields and Columns:
Parameters
Use the following fields to limit the report output to:
| Field | Description |
|---|---|
| Payer | the selected payer(s) |
| Program | the selected program(s) |
| Service | the selected service(s) |
| Client | Client by name (last name, first name) or Sandata client ID When a partial name is entered the report displays results that begin with the entered characters. |
| Client Medicaid ID | The client’s Medicaid ID and/or Alternate Medicaid ID If not available, Payer ID. If newborn support is enabled and the client is flagged as a newborn, is shown as "N". |
| Supervisor | the supervisor code from the client(s) at the provider agency |
| Department | the selected department |
| Employee | Employee by name (last name, first name) or Santrax ID When a partial name is entered the report displays results that begin with the entered characters. |
Report Grouping Tab
Reports are grouped by the following fields. Each change in these fields results in a page break
| Field | Description |
|---|---|
| Employee ID | the employee ID |
| Santrax ID | the employee's Santrax ID |
| Employee Name | the employee's name |
Report Output
Each column of the report displays:
| Columns | Description |
|---|---|
| Client Name | the client’s name. Blank if unknown. |
| Client ID | the Sandata client ID |
| Visit Date | the date of the visit |
| Service | the service performed for the visit |
| # of Visits | the number of visits |
| Pay Hrs Decimal | the pay hours in decimal numbers |
| Pay Hrs Fractional | the pay hours in fractional numbers |
Sample Report
Payroll Summary by Employee- Sample
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