Calculating Payroll

Overview

Ankota users will calculate payroll regularly as part of the process of ensuring their caregivers are paid on a timely and accurate basis for their services. In order to calculate payroll, please note that you will first need to ensure that caregivers and pay codes are entered, visits are closed and approved, and any exceptions have been addressed.

Calculate Payroll

To calculate payroll, go to the Main Menu, click Billing, and then click Calculate Billing and Payroll.

You'll now be on the Calculate Billing/Payroll screen. In the drop-down menu next to Operation, selection Payroll.

Next enter the date range.  (Optionally you can do one caregiver in payroll, which  can be useful if you need to redo a check or pick up a stray time card.)

Then select Search for Payable Items.

Ankota recommends you put the start date as the date you began with Ankota for each round of payroll processing. This way you will ensure that any visits that were not previously closed will be included in this round of payments. Only payable visits will come up.

You can now search by visit type when calculating payroll by using the drop-down box called Select Visit Category Type.

You will see the individual visits that will be in the payroll report. Check the box next to each item you would like to create a payment for (the top check box will select all).

Check the box next to View after creation and click on Create Payment. (By clicking "view after creation", this will take you to the next process of reviewing the Payroll Report.

Troubleshooting

If  you see obvious issues, such as $0 pay, you can correct the issues, then click Recalculate Billing/Payroll to pick up the changes.

For the next step in this process, see Payroll Reports - Completing Payroll.