Re: CSV sample

From
Inna HCA <inna@homecareassistance.com>
To
Timothy Thomas <tt@homecareassistance.com>
CC
Inna HCA <ifernando@homecareassistance.com>, Sandra Daoust <sdaoust@homecareassistance.com>, Audra Williams <audraw@homecareassistance.com>
Date
Tue, 22 Feb 2022 06:39:57 -0800
Folder
INBOX
--0000000000005b8b6205d89c5392 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Timothy & Sandra, I'm glad to know you have a background with Stripe, and are willing to learn a new platform if Gary decides to proceed with these new vendors. Thanks! On Tue, Feb 22, 2022 at 6:13 AM Timothy Thomas wrote: > Hi Inna, > > I'm definitely in agreement with you and Lucas. Let's do what we can to > minimize client / revenue impact. > > I'm familiar with stripe, I've used it in my prior business so I can work > with whoever will be taking that over to ensure a smooth transition. > > Tim > > On Fri, Feb 18, 2022 at 6:06 PM Inna HCA > wrote: > >> We also need to discuss *Billing: Stripe & Rotessa * >> >> these are their current credit card/eft merchants >> Lucas and I are insisting on keeping Stripe & Rotessa > and link to HCA >> bank... rather than moving to VersaPay (waiting on Gary to approve) >> >> because if we migrated to VersaPay we would need new credit card >> authorizations from all of Mavencare's clients, and could potentially po= se >> a revenue risk... >> >> Thoughts? >> >> >> >> On Fri, Feb 18, 2022 at 2:52 PM Sandra Daoust > sdaoust@homecareassistance.com> wrote: >> >>> Hi! >>> >>> Yes, we can add a name column if they feel more comfortable with it. I >>> would have to delete it though before the import, as Ceridian won't >>> recognize the field/data. >>> Once I create all the caregivers, I can prepare a list with the names >>> and employee numbers as well that can be passed on to Mavencare. We ent= er >>> the employee # in the "External ID" field in ClearCare. I am not sure h= ow >>> that would work with Mavencare, but we can figure it out. >>> >>> Yes, the CSV export is only for caregivers. For office staff, if they >>> are on salary, it basically takes care of itself each pay (unless I tel= l >>> the system to override the amount for whatever reason). For hourly paid >>> office staff, I get time sheets and then key in their pay manually sinc= e >>> there aren't many staff members. If there was a larger group of office >>> staff, we could create the same type of csv file and do an import, but >>> honestly with so few people, it's more work that way. >>> >>> Hope that helps and let me know if I can provide any other info! >>> Sandra >>> >>> >>> >>> Sandra Daoust >>> >>> <https://www.linkedin.com/company/home-care-assistance-montreal-soins-%= C3%A0-domicile-/?miniCompanyUrn=3