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Confirming via the Schedule Board (manual timesheets)
To confirm manually submitted timesheets via the schedule board, switch the display to employee view, to view the services by the employee. This also ensure that you have selected the correct period within the date range.
To confirm a shift has been completed based on hours schedule (and to auto-generate the timesheet), select the Scheduled Shifts (blue entries), and then click the Complete Shift button in the bottom right. If you need to adjust the hours of the shift, you can double-click and amend as required before completing. You are able to confirm more that one shift at a time by selecting more than one at a time.
Confirming via the Approve Timesheet Screen (manual timesheets)
The second option for verifying the times provided by the support workers is the same as what was scheduled is using the approve timesheet function. You can optionally export a list of services for a support worker from the system to compare against the submitted timesheets by going to Employees > Reports, entering the date range, and then double-clicking the Timesheet report and selecting next on the filter screen – this can be exported to PDF and printed/filed.
To approve timesheets using the approve timesheets function, navigate to Employee > Approve Timesheets. From this screen enter the appropriate date range, select the support worker from the employee list and then click Search to view services for the employee that require approval.
From the list you can, for each service, confirm the times against the submitted timesheet, query the times (with associated comment), or update the times if you approve changes. Click the Save button in the top right to apply your changes.
Submitting Timesheets via the Support Worker apps
This is the recommended way of receiving timesheets within Brevity as it saves you administration time verifying manually submitted timesheets against the roster, as well as allows the support workers to directly submit the service reports. The support worker apps are available for both web and mobile and allows the support workers to view their client profiles, their roster, and complete timesheets and care notes for the service.
Click here to view more about the support worker apps.