To enter budgets for the employee (Practice Manager)
To confirm that a cost rate has been set (Practice Manager)
To
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title
How to set up an employee password
Access the Main tab on the Employee page.
Click Change password on the Tasks bar.
The
Change Employee Password
window opens.
Enter the new password.
Enter the password again to confirm that you typed it correctly.
Click OK.
To
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title
How to enter budgets for the employee (Practice Manager)
Access the Budget tab on the Employee page.
Enter the Standard Hours to be worked in each month.
Enter the expected Chargeable Hours for the month.
The Standard Amount and Chargeable Amount fields fill automatically.
Click OK.
To
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title
How to confirm that a cost rate has been set (Practice Manager)
Access the Main tab on the Employee page.
Enter a cost rate in the Cost/Hr field if one is required by the practice.
UI Text Box
type
note
Cost rates will only be reflected in timesheets for timesheet entries entered after the cost rate has been set. The system will not go back and update any old records.