Please note: The following feature is available as part of Birdie’s Starter, Core, Advanced and Plus packages (Also known as Care Management, Rostering & Finance, Premium, Entry and Essentials). Please get in touch if interested in more information on this feature!
When going through the payroll process, you might want to top up a carer's pay for additional expenses. Whether that is a referral bonus or other ad-hoc payments, you can easily do this in the agency hub. You can leverage this process to record any deductions as well.
For how to record visit-specific expenses, please read the article here.
How to make an ad-hoc payment
Once your pay run has been created, click on the Pay runs tab in the left-hand menu and select View pay runs from the drop-down menu.
Select the specific pay run you would like to record a payment within. Then select and click the carer's sheet you'd like to record the payment for.
This will pull up their payslip.
To record a payment, click on Record payment on the right-hand side under Payments and Deductions.
When you click Record payment, you will see a pop-up menu, allowing you to record the payment information. Here, you will:
Select the category of the payment
shopping
mileage
holiday
bonus
top-up
other
Record the amount of the payment
Add a description - to provide further context around the payment
Once entered, click Save.
You will then see this has been added to this individual's payslip.
How to record deductions on a pay sheet
If you want fees deducted from a carer's payslip, you will follow the same process as above.
Once within an individual's payslip, click on Record deduction on the right-hand side under Payments and Deductions.
When you click Record deduction, you will see a pop-up menu, allowing you to record the same information noted above.
Click Save when you are done. You will then see this has been recorded on this individual's pay sheet.