Estimated Time to Complete: 1-5hrs
Quick Overview:
In this step, we will link up Employees in TurnPoint Assist and TurnPoint Pay so that their timesheets can be properly matched up. This step needs to be completed manually for any employees that already exist in TurnPoint Assist but in later steps will set-up an automatic connection so that as you get a new employee you only need to set-them up in TurnPoint Pay.
Steps if <20 Employees
For each employee you will need to add their TurnPoint Pay ID into TurnPoint Assist.
- Go to your employee list in TurnPoint Pay
- Click on your first worker
- Copy their Employee ID
- Go to TurnPoint Assist
- Click User Admin under Care Workers
- Click into the relevant employee file
- Update the Accounting System Reference with the TurnPoint Pay Employee ID you copied and press save.
- Repeat for each worker
Steps if >20 Employees
Please contact TurnPoint who will assist in the mass transfer of Employee ID's
Checklist
You will have completed this step if you have:
- You have updated all your employees in TurnPoint Assist with TurnPoint Pay ID's.
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