Configuration

Before you can prepare your data for importing into Tempaid, you will first need to configure a few settings.

Settings can be found by navigating to Integrations → Tempaid → Settings

Timerate

Required

The value that will be used for the REC-TIMERATE column in the export.

Client Identifier

Optional

Determines how the carer/client will be identified in the export. Choose one of the built-in fields, or select "Custom Field" to choose one of your custom fields.

If blank, the client's Reference Code will be used (e.g. JOHDOE)

Carer Identifier

Optional

If blank, the carer's Payroll Number will be used.

Tempaid settings are not team-scoped. Settings will apply to all teams.

Exporting data

Navigate to Integrations → Tempaid → Export.

The Tempaid integration only supports exporting data as a CSV.

Screenshot_2022-03-03_at_12.58.20.png

Before running the export, you must first choose a number of parameters.

From

Required

The date from which visits will be included.

Until

Required

The latest date that will be included.

Teams

Required

Which teams should have their visits included.

Only confirmed visits?

Optional

Whether only confirmed visits should be included.

Once you're happy with your selection, click Export. The file will be generated in the background, and it will be emailed to you once it's ready.

Export File

Each row in the export represents a visit that the carer has allocated to.

Charge/Pay rates

Hourly rates are calculated as a weighted average of the total pay/billing amount for the visit.

This is done so that visits where multiple rates are used (such as visits crossing unsociable hours) can be supported.

Expenses

If "expense" items are calculated for a visit, an additional row for the visit will be added.

This row will always have a Job Code of "EXPS", and Hours as "1".

The Pay Rate and Charge Rate will represent the total value of the paid/charged expenses.

Pay expenses

Pay expenses could include:

  • Mileage

  • Travel time

Charge expenses

Charge expenses could include:

  • Mileage

  • Call-out charges

File structure

The export file contains the following columns:

REC-HOURS

Number

Visit length as number of hours

REC-TIME-ACCNO

-

Always blank

Client

Text

Client identifier, as configured in Tempaid Settings

REC-APREF

Text

Carer identifier, as configured in Tempaid Settings

REC-FILDATE

-

Always blank

REC-FINISH

-

Always blank

REC-TIMENO

-

Always blank

REC-WENDING

Date

Week ending date, dd/mm/yy. Always a Sunday

REC-ORDREF

-

Always blank

REC-JOB

Text

Job code

Can be specified in the carer's contract, or their "Job Title" record.

REC-TIME-STDATE

Date

Visit start date, dd/mm/yy

REC-TIMERATE

Text

Time rate as specified in Tempaid Settings

REC-PAYRATE

Number

Pay rate per hour

REC-CHARGERATE

Number

Charge rate per hour

REC-INVTXT

Text

PO number

Configured in client's service contract, or their "Invoice Reference".

REC-AWRROLE

Text

Job code

Can be specified in the carer's contract, or their "Job Title" record.

REC-DAYNO

Number

Day of the week, 1-7 (Mon-Sun)

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