Premiums are custom charges that can be configured to apply for Payroll, Billing, or both at once.
Set up a Premium
- Navigate to Accounting>Accounting Settings>Premiums.
- Premiums can be searched by Code only.
- Click +New Premium.
- In the resulting dialogue, choose a Code for the Premium. This is how the Premium will be recognized in dropdowns throughout the application.
Pay Code: choose a Pay Code if the Premium is to be used to Payroll.
Bill Code: choose up to one Bill Code per Funder if the Premium will be used for Billing. If no Bill Code is added for a particular Funder, the Funder cannot be billed for the Premium.
Rule: Choose a rule if the Premium will be used to automatically apply Premiums to eligible Visits during Payroll.
Premium Rules cannot be used to automatically apply Premiums to eligible Visits during Billing.
Roles: If your field workers have the appropriate permissions, they can add payable Premiums for themselves during clock-in only if their role is checked off on the Premium.
- Click Save.