8d2d3d7053d08eb5950cfd3cd0ffa2cf1b3af228
Family-Daycare.md
... | ... | @@ -11,8 +11,10 @@ There are a few features added specifically to support the unique needs of opera |
11 | 11 | 5. Alternate parent statement option |
12 | 12 | |
13 | 13 | 6. Educator Statements |
14 | + |
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15 | +7. CCS Reallocation |
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14 | 16 | |
15 | -7. Educator Payments Extract |
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17 | +8. Educator Payments Extract |
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16 | 18 | |
17 | 19 | |
18 | 20 | |
... | ... | @@ -118,20 +120,36 @@ If you run, for example statements from 10/9 to 26/9 why does it show w/e 2/9 & |
118 | 120 | |
119 | 121 | The difference will show up in the period the amendment was made (that may or may not be the next run). Adjustments for amendments are a necessary evil to make sure the correct amounts are paid. |
120 | 122 | |
121 | -#### CCS Reallocation |
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123 | +### CCS Reallocation |
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122 | 124 | |
123 | -For those circumstances where a child is in the care of two or more educators in the same week, and the default CCS allocation isnt sufficent, you now have the option to re-allocate some or all of the CCS to a different educator. |
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125 | +Default CCS allocation: where there is an attendance, with multiple educators, the Educator with the most hrs in the attendance, gets allocated 100% of the CCS. |
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124 | 126 | |
125 | -Before using this option we recommend that you set up a miscellaneous fee code specifically for this purpose. for example something like "CTX" and give it a description:"CCS Transfer between educators". |
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127 | +For those circumstances where a child is in the care of two or more educators in the same week, and the default CCS allocation isn't sufficent, you now have the option to re-allocate some or all of the CCS to a different educator. |
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128 | + |
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129 | +It is best to transfer the CCS to the 2nd Educator, prior to the Educator statement run whose date range includes the relevant week. However, the transfer is a debit and a credit Miscellaneous Fee, with a posting date (the date the transfer was made) and it will be picked up in the next statement run. |
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130 | + |
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131 | +Before using this option we recommend that you set up a miscellaneous fee code specifically for this purpose. for example something like "CCSTX" and give it a description:"CCS Transfer between educators". |
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126 | 132 | |
127 | 133 | This will make it easier for you to report on this figure. |
128 | 134 | |
129 | -Applying the transfer will create a debit on one educator, and a matching credit on the other, which will come through on the statement that spans the date its created. |
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135 | +Applying the transfer will create a debit (Misc Fee Charge) on one educator, and a matching credit (Misc Fee Charge) on the other, which will come through on the statement that spans the date it's created (the posting date). |
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130 | 136 | |
131 | -If you make a mistake entering the transfer, you can immediately delete it, up until the end of that business day. After that its locked into the transaction listing so any later correction will need to be done as second transfer. |
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137 | +If you make a mistake entering the transfer, you can immediately delete it, up until the end of that business day. After that it's locked into the transaction listing, so any later correction will need to be done as second transfer. |
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132 | 138 | |
133 | 139 | ![CCS Allocation Split](/uploads/CCSTxTrsfMultipleEducators.png) |
134 | 140 | |
141 | +The following is an example of a CWA enrolment, with multiple Educators. One of the Educator's is caring for her own child the majority of the attendance session hours and therefore by default gets awarded 100% of the CCS (even though the 2nd Educator is entitled to all of the CCS paid). |
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142 | + |
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143 | +Note: Development have in the pipeline an automated way to detect this scenario and you will be advised when this is in place and therefore you no longer have to transfer 100% of the CCS to Educator 2 when Educator 1 is caring for their own child. |
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144 | + |
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145 | +Eg. Multiple Educators Child's Bookings |
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146 | + |
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147 | +![Multiple Educators Child's Bookings](/uploads/MultipleEducatorsBooking.png) |
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148 | + |
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149 | +Eg. Multiple Educators Child's Attendance showing the CCS paid, 100% originally allocated to Educator 1 & the 100% transfer to Educator 2. |
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150 | + |
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151 | +![Multiple Educators Child's Attendance](/uploads/MultipleEducatorsAttendance1.png) |
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152 | +![Multiple Educators Child's Attendance Payment and CCS Transfer](/uploads/MultipleEducatorsAttendance2.png) |
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135 | 153 | |
136 | 154 | ### Educator Payments Extract |
137 | 155 |