Tutorial: Annual Training Plan in Paylocity

A Tutorial in Paylocity

COmpleting your ANNUAL training plan

Next

1. Self-paced training information
2. Logging into paylocity
3. Tasks to complete
4. Confirmation of completion

Al CSD Staff complete annual training renewalsCompleting these renewals is essential for clinicians to maintain eligibility to provide services to clients and for all administrators to maintain eligibility to support our client services.

In this Tutorial

1) Behavior Specialists2) All other hourly & salaried clinicians3) All administrators

*For training plan information refer to the initial notification email, "[URGENT] Compliance Training Renewals Due by..." to find: list of courses to complete, estimated time required to finish, and Monday form. Please note that falsifying hours will lead to corrective action.

Renewing Compliance: Self-Paced Training

Self-paced time report

Behavior Specialists!

Your responsibility: keep track of hours worked, submit hours worked each day in the Monday form and ensure your hours are added to your Central Reach, before the end of each day and pay period. Overtime is NOT approved. Employees are limited to working a maximum of 8 hours per day and 40 hours per week. Remember to integrate legally mandated breaks: 10-minute paid rest break and 30-minute unpaid meal break (see table of "Required Breaks & Lunch" in the next slides ).

Click the button below to fill out and submit the Monday form.

All other clinicians!

Your responsibility if hourly: keep track of hours worked, add training hours worked each day to your Central Reach using the training code, before the end of each day and pay period. Overtime is NOT approved. Employees are limited to working a maximum of 8 hours per day and 40 hours per week. Remember to integrate legally mandated breaks: 10-minute paid rest break and 30-minute unpaid meal break (see break table below).Remember to integrate legally mandated breaks: 10-minute paid rest break and 30-minute unpaid meal break (see table of "Required Breaks & Lunch" in the next slides ).Your responsibility if salaried: no action required on your part.

Administrators!

Your responsibility if hourly: clock in and out as usual, avoid overtime and take your breaks. Overtime is NOT approved. Employees are limited to working a maximum of 8 hours per day and 40 hours per week. Remember to integrate legally mandated breaks: 10-minute paid rest break and 30-minute unpaid meal break (see break table below).Remember to integrate legally mandated breaks: 10-minute paid rest break and 30-minute unpaid meal break (see table of "Required Breaks & Lunch" in the next slides ).Your responsibility if salaried: no action required on your part.

Must schedule time to work on your compliance renewals: plan your 10-minute breaks and 30-minute lunch periods per state law and your current schedule in Central Reach. Report your hours: accurately report the start and end times of each break and lunch taken during the day. Adhering to these guidelines is crucial for compliance with state regulations.

Required Breaks & Lunch

Click the button below to fill out and submit the Monday form.

Requirement: take 10-minute breaks and/or a 30-minute lunch depending on the total hours worked for the day.

Break/Lunch Schedule Examples:Total Hours Worked: 6-8 hours9-12am - Client Direct Tx Session 12-12:10am - First 10-minute break 1:30-2:30pm - Compliance Renewal Training2:30-3pm - 30-minute lunch3pm-5pm - Client Direct Tx Session5-5:10pm - Second 10-min break7pm-8pm - Compliance Renewal TrainingTotal Hours Worked: 5-5 hrs 59 mins12:30-1:30pm - Compliance Renewal Training1:50-2:00pm - First 10-minute break2:30pm-4pm - Compliance Renewal Training4-4:30pm - 30-minute lunch4:30-6:30pm - Client Direct Tx Session6:30-6:40pm- Second 10-min break7pm-8pm - Compliance Renewal TrainingTotal Hours Worked: 3.5 hrs-4 hr 59 mins 9-12:30pm - Compliance Renewal Training12:30-12:40pm - First 10-minute break Total Hours Worked: 3 hrs 29 mins or less 9-11am - Compliance Renewal Training

Log in to paylocity

1. Go to Paylocity: https://access.paylocity.com/
2. Log in: Company ID: 135555, your previously chosen Username and Password , or click Forgot Password
1. Issues? Email payroll@csd.me
3. Look for the widget titled, “Hi, (your name)!”
1. view all tasks under “Tasks”

All of your assigned tasks are accessible in Paylocity.

Task #1

Tasks

In Task 1, there are 2 parts. To Do 1 asks you to complete 13 modules and to download the certificates for Basic Life Support, Bloodborne Pathogens and Mandated Reporter. To Do 2 asks you to upload those 3 certificates you downloaded in To Do 1.

Attention: This task has 2 parts!

To Do 1: Modules & Download Certificates

1. Complete the 14 training modules: total time 6.5 hours
2. When working on the MRT, BLS, BBP modules: download the certificate after the exam before moving on to the next modules
3. If these 3 certificates are not downloaded before moving on to the next module, you will not have access to the instructions again

To Do 2: Document Submission

1. Select File to Upload button
2. Click on the required certificates to upload
3. Make sure all 3 are: correct, renewed for this year, are the PDFs, with your full legal name
4. Click Complete to submit
5. Your document submission will need to be reviewed after submission

Training renewals are not complete if To Do 2 is not complete

Task #2

Tasks

Electronically sign your annual clinical policy packet

Task #3

Tasks

Electronically sign your annual compliance attestation

How to know you're in compliance

You will receive an email sent by the Compliance Department stating that your document submissions are approved.Look for an email with subject, "[IMPORTANT NOTICE] Compliance Renewals Marked Complete."

COMPLIANCE DEPT CONTACT INFO

Patricia Contreras(971) 347-6718, compliance@csd.me, or TeamsIf you anticipate any challenges meeting the deadline, you must reach out prior to that date.