O-14-302 Worker Schedule Report - Identify Unverified Visits

This process is completed as part of the larger overarching process O-11-104 Weekly Payroll Pre-Batching, which you should reference to ensure this process is completed at the correct time in sequence with other related processes.

👤 RESPONSIBLE POSITION

Business Manager

🎯 PURPOSE

Review of this report will identify visits which have been assigned to workers but which have not been completed. Field employees’ managers will be running a similar report which pulls corresponding data throughout the week.

When this report is run by the Business Manager for payroll pre-batching on Mondays-Tuesdays, the report should be entirely blank as of Monday afternoon.

If any visits do populate they must be escalated to the Clinical Supervisor, as they have either not been properly processed as missed or have not be completed yet by the clinician.

If you proceed to review other reports in payroll pre-batching prior to this task being complete, know that the reports must be reviewed a second time in full context of anything potentially affected to ensure no visits are omitted from all steps of review required by the overall payroll pre-batching process and sub-processes.

🔄 PROCESS

In the Administrative Tasks tab of the Worker Console, the following task populates weekly every Monday morning at 8:00am. Open the task.

If running this report throughout the week outside of workflow to work ahead:

In HCHB Report Manager, navigate to: Financial Manager > Report Manager > Worker Schedule Report

Select View Report.
A pop-up window will open, loading the criteria for the report. In the dropdown for Apply Criteria Values in the upper left, select PAYROLL PRE-BATCHING.
The fields will load with the following criteria. Add/edit criteria in the two highlighted fields:
- Schedule Dates From…To: Enter a date in the Request Dates … To field. The To date must be the week ending date for the week prior to the week you are in.
- Wkr. Payroll Branches: Select your branch location.

Select View/Print to view the report.
The report should be blank. When the report is empty, it demonstrates that all visits assigned to workers within the selected date range have been addressed and synced back to the office.

If any visits populate, escalate them to the Clinical Supervisor (for any professional visits) and/or the Staffing Manager (for any paraprofessional visits), as the visits have either not been properly processed as missed or the clinician has not completed the visits timely.

DO NOT mark this administrative task as complete until this report is empty.

When the report is empty, return to the administrative task window and select Yes to indicate that the task has been completed.

📅 Effective: 08.21.2025 | 🛠️ Revised: 05.14.2026 | ✅ Approved: JFJ