Entry Types

This article covers how to create, manage, deactivate, and restore entry types.

Entry types let you choose how someone’s attendance is marked — like present, sick, away, or vacation. Each entry type also shows whether the time off is paid or unpaid. If you no longer use a certain entry type, you can mark it as inactive. Inactive types won’t show up when adding new attendance entries, but they’ll stay in the system for records.

How to Manage Entry Types

In the Entry Types section, you’ll see a list with the following details:

• Code: A short name for the type (like P for Present or S for Sick).

• Description: A few words explaining what the code means.

• Paid: Shows if the time is paid or not.

• Default: You can choose one entry type to be the default when adding attendance.

• Status: Tells you if the code is active or inactive.

Adding a New Entry Type

To add a new entry type:

1. Click Add Entry Type.

2. Enter a short code.

3. Add a description (optional).

4. Choose if it’s paid or unpaid.

5. You can also mark it as the default if you want.

6. Click Save.

The new type will now show up in your list and can be used when recording attendance.

Deleting and Restoring Entry Types

If you don’t need a type anymore, click Delete next to it. It will move to the Deleted section at the top of the page.

To bring it back:

1. Go to the Deleted section.

2. Find the one you want to bring back.

3. Click Restore.

It will be active again and ready to use.

Tips

• Keep codes short and easy to understand.

• You can only have one default entry type.

• If you might use a code again later, make it inactive instead of deleting it.

Still Need Help? Reach out through the Customer Support section on your dashboard.

Information on Rate Codes

Rate Codes define how attendance fees are calculated based on various criteria like subsidies, hours, and provider rates. This section explains how to add, edit, remove, and archive rate codes.

Actions Overview

Login, and navigate to "Rate Codes" from the dashboard

Edit: to modify an existing rate code

• Click the "Edit" button next to the rate code.

• Make the necessary changes.

• Save your updates.

Remove

• Click "Remove" to delete a rate code.

• Important: Removing a rate code will prevent it from being used in calculating attendance records.

Archive

• Use the "Archive" option to retire a rate code without deleting it.

• Archived rate codes can still be used for past attendance calculations, but not for future entries.

Add a New Rate Code

1. Click the "Add" button.

2. Enter the required details:

• Rate Code

• Subsidized (Yes/No)

• Minimum Hours

• Provider Rate

• Daycare Fee

3. Click Save to store the new code.

Using the Rate Code Table

• Use the search bar to quickly find specific codes.

• Adjust the number of entries displayed using the drop-down menu.

• Navigate between pages using the Previous and Next buttons.

Still Need Help?Contact us directly in the Customer Support section on your dashboard.