Quickly and easily maintain your company’s accurate information like phone number, address and website. You can even add your own company logo to compliment the automated reports QSP generates. Watch this short video to see how!
Desiring to put up a high wall between a worker’s expired HR requirements and their availability to be scheduled? Within QSP’s Email Notification Set up, you can enable a Scheduling Restriction that actually prevents the scheduling of any worker with an expired HR requirement. You determine the requirement type (ie First Aid, CPR, TB) that is important to you, and QSP will let you know if they are being scheduled on a day past their HR training/requirement expiration. Watch to see this in action!
In this QSP tutorial I will teach how to adjust a Worker’s pay structure based on their Client Specific Training’s that can be set up in their HR profile. This type of pay exception takes precedence over the Staffing Hours that are set up in each client’s profile. For example, if Client “A” has premium individual staffing hours, as denoted under the Schedule tab of their client profile, from 12a to 12a, then this applies to all staff whom work with Client A. But, perhaps you want Worker “B” to only get paid premium hours from 8a to 4p when working with Client “A”. Then, you set up a Client Specific Training from Worker “B”‘s HR profile with Client “A”, and adjust the default premium hours for Client “A” to the appropriate service hours. This is just an example to help paint a picture of the function of this feature.
Client Service Rates are an optional set up in QSP, and are beneficial if you have varying worker Rates of Pay per client. Minimum and Maximum rates per service type can be set up that will override what is set up in a worker’s HR profile. You will see the results of setting up Client Service Rates when the Payroll Processing Report is generated in Excel, which will display a worker’s Rate of Pay, and if it was impacted by a specific client’s Service Rates.
In situations where two clients are frequently associated with one another, especially if they share staff, linking client profiles together in QSP can be a huge help! When scheduling Shared appointments, instead of having to scroll through a comprehensive list of clients to link that shift too, having clients linked by their profile will make that task more inviting!
This feature is helpful if you are entering a lot of new clients into your QSP database. If your Client Staffing Hours are going to be different than the default 12a to 12a, then set up your own agency-specific parameters in QSP’s Application Settings.
Client Staffing hours are important to setup when beginning to use QSP’s time sheets and exportable payroll processing reports. By declaring, in each client’s individual profile, when is day time (premium) service, and when is night time (standard) service, this gives QSP the proper matrix to automatically calculate scheduled shifts and how they should be allocated on the proper reports. By default, when adding a new client to your QSP database, all hours are premium from 12a to 12a. Watch this and the follow up tutorial, to learn how to set up a different default for your operations.
A beautiful feature within QSP is the ability to manage the utilization of a client’s POS from their Schedule! The POS Dashboard toggle allows you to manage multiple authorizations at once! It takes the POS (or IHSS NOA) value(s) from the Client Profile, in-conjunction with the service types the client receives (as you indicate under their Client Info 2 tab), and displays that information in their POS dashboard. You can use the POS dashboard to toggle between multiple authorizations to see how you are doing at scheduling these services and maximizing their budgeted hours. Watch the tutorial to see this in action.
A huge reason agency’s are successful is by pairing up the right worker with the right client. This is an art! Typically, this may involve training the worker to server that client. There are several advantages to documenting this training/connection/link. If you want to give workers access to QSP, but on a limited scale, then based on those clients whom they are trained with, they will only be able to view those clients. Another advantage is when searching for an available staff who is specifically trained to work with a client. QSP uses the Client Specific Trainings to provide you with a filtered list of options! Cheers to perfect matches!
Don’t let an ISP or POS expire unknowingly ever again. Use QSP’s automatic notifications to alert you and your team of the upcoming expiration. This tutorial details how these are setup, and can even include multiple alerts at any frequency you choose (ie 60, 30, 15… days before). The important thing to remember is that for each person you want to be alerted of these notifications, they must be added as a contact the appropriate client contact list. Just like HR notifications, these email notifications can be maintained within Utilities. Get alerted!