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Configure Payroll Rules

This section provides an overview of the Payroll Rules setup in OnTarget.   In order to configure payroll rules, go to Configure, List Configuration, Payroll, and select Rules.  This pulls up a configuration panel where the Payroll Rules can be set.         The “Hours before OT” field controls how many hours must…

Security: How to Configure Users

This section covers the process for adding and configuring users  in OnTarget Clinical:   Start by going to Configure–>Security–>Configure Users.  Click on Add User.      Create a username with the naming convention of choice.  First Name and Last Name are optional, and helpful if it is not clearly indicated in the user name.  A…

Security: How to Configure Desktop Security for Clients

Security setup for access to clients can be found in the Configure Desktop under security in the Configure Security Roles menu.  Different levels of access can be created for each role, so once a role is selected, administrators can decide how each user assigned to that role will work with client information.   Start by…

Security: How to Configure Desktop Security for Scheduling

This section covers the scheduling security workflow in OnTarget Clinical:   Depending on how the scheduling function is implemented throughout a particular organization,  security administrators  may need to control how calendars are created, viewed, and edited for some users.  Several options are available for securing the calendars.   Control points are configurable by role by…

Custom Notes: How to Add Custom Labels

Custom labels are useful for re-labeling a custom note template in order to meet the specific requirements of the note.   To configure custom labels, go to ConfigureàCustomizationàCustom Labels.  Click Add Custom Label.     In order to continue the process of creating a custom note template, choose the note template to be customized from…

Security: How to Configure Desktop Security for Employees

Security setup for access to employees can be found in the Configure Desktop under security in the Configure Security Roles menu.  Different levels of access can be created for each role, so once a role is selected, administrators can decide how each user assigned to that role will work with employee information.   Start by…

How to Configure Your Dashboard

The Dashboard is configured by each individual user. This configuration controls how the dashboard is formatted and what dashlets are displayed upon each log-in.   Click the 'Configure Dashboard' button to manage the display of the dashlets.     After clicking on the Configure Dashboard button, users are presented with a pop up to choose…

Security: How to Configure Desktop Security for Timesheets

This section provides an overview of the desktop security settings for timesheets in OnTarget Clinical.   Access to timesheets is controlled by system administrators per role under desktop security.  Go to Configure–>Security–>Configures Roles and select the role that needs access. From there, click on the Desktop Security tab.       The 'Allow Timesheet Super-user…

How to Setup Securities for the Client Record

Security setup for access to clients can be found in the Configure Desktop under security in the Configure Security Roles menu.  Different levels of access can be created for each role, so once a role is selected, administrators can decide how each user assigned to that role will work with client information.   Start by…

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