How do I set up/edit Premiums?

Premiums are custom charges that can be configured to apply for Payroll, Billing, or both at once.

Set Up a Premium

1. Navigate to Accounting>Accounting Settings>Premiums.

2. Premiums can be searched by Code only.

3. Click +New Premium.

4. 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.

5. Click Save.

Learn More

• Premium Rules
• How do I add Premiums for my Employees?
• How do I add Billing Premiums for my Clients?