Restrict Early Timesheet Conversion Explained

In the Service Code Properties, users can enable or disable early timesheet conversion based on the appointment’s start and end times. Restrict Early Timesheet Conversion Based on Start Time: the appointment cannot be converted before the start time. If this checkbox is ONLY selected, appointments cannot be converted before the appointment’s start time. For example, …

The Employee Import Permissions

The Employee Import is located in the Files module and can be accessed by users with the following permissions: (Files > Access) (Files > Download) (Files > Upload) (Files > Imports > Access Auto Imports & Manual Imports) (Insights > Access): Only needed for users to access the export in the Insights module.

The Employee Import

The Employee Import is located in the Files module and automates the process of importing employees with Contact Forms and updating existing staff information. Users need the appropriate permissions in order to access the Employee Import. Users can manually import employees by downloading and completing CentralReach’s CSV template with the appropriate columns and headers. After …