Payroll Summary by Employee

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:

FieldDescription
Payerthe selected payer(s)
Programthe selected program(s)
Servicethe 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".

Supervisorthe supervisor code from the client(s) at the provider agency
Departmentthe 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

FieldDescription
Employee IDthe employee ID
Santrax IDthe employee's Santrax ID
Employee Namethe employee's name

Report Output

Each column of the report displays:

ColumnsDescription
Client Name

the client’s name.

Blank if unknown.

Client IDthe Sandata client ID
Visit Datethe date of the visit
Servicethe service performed for the visit
# of Visitsthe number of visits
Pay Hrs Decimalthe pay hours in decimal numbers
Pay Hrs Fractionalthe pay hours in fractional numbers

Sample Report


 

Payroll Summary by Employee- Sample

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