Category: Help

General Ledger: Reconciliation

General Ledger: Reconciliation

This video will focus on the process of reconciling your bank statements to the activity entered in OnTarget. This is an important accounting practice to ensure that your financial statements from the system are accurate and reflective of all activity flowing in and out of your bank accounts. Start by navigating to the Reconciliation desktop.  […]

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Scheduling: Grid View Filters & Reporting

Scheduling: Grid View Filters & Reporting

1- Although the default scheduling view is the Calendar view, there is an alternate view and method of schedule entry and management called the Grid view.  The Grid view offers additional filters and a grid-based view and method of schedule entry.  The Grid view is particularly useful when you need to view, edit or export […]

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Residential: Configuring Services

Residential: Configuring Services

Once you have Security, Shifts and Sites configured, you’ll need to designate which services qualify for shift scheduling. Typically, these are daily services since the majority of services that you staff in 24/7 shifts are residential in nature. Go to Billing → Services Search for the service(s) you want to configure for shift scheduling and […]

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Residential: Shift Notes

Residential: Shift Notes

In this course we will review how to launch notes directly from shifts on the scheduler. These are shifts Click on Scheduling. Filter to your Site. You may use  any of the  filters as needed depending on how its easiest for you to search for your schedules. Click on the link for the most current […]

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Residential: Configuring Shifts to Sites

Residential: Configuring Shifts to Sites

Once you have enabled access as needed let’s discuss how you will begin configuring your shifts and then assigning them to sites. First, let’s setup the shifts. You’ll go to Configure→List Configuration→Shifts. Click Add Shift. Designate a shift number (this is the sort order of shifts in search lists). Enter a description (this is how […]

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Residential: Scheduling Shifts

Residential: Scheduling Shifts

This course will focus on the process of adding and validating shift schedules.  Shift Scheduling in OnTarget allows you to assign clients, employees and shifts to specific sites.  Eligible staff are scheduled for designated shifts at each site, typically a group home or similar setting that requires 24/7 staff coverage. The schedules can be validated […]

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Residential: Timeclock Configuration

Residential: Timeclock Configuration

The Timeclock functionality allows you to capture staff time and attendance in real time. OnTarget will record the location and device of the user clocking in/out, along with validating that the clock in/out’s are within acceptable range of the site where services are to be rendered. Reminders can be sent to staff if they forget […]

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Configuring Shift Scheduling Security

Configuring Shift Scheduling Security

Before we jump right into how you will configure settings so that you can begin scheduling your staff to the respective shifts in your residential settings, let’s first touch on the core functionality available. Shift Scheduling in OnTarget allows you to assign clients, employees and shifts to specific sites.  Eligible staff are scheduled for designated […]

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