Tutorial: Annual Training Plan in Paylocity

A Tutorial in Paylocity

COmpleting your ANNUAL training plan

Hello Behavior Specialists!

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

During your renewal period, please submit your hours worked each day via the Monday form, by the end of the day you complete your renewal training.Your responsibility: ensure all hours worked are added to your Central Reach, before the end of each day and pay period. *For training plan information refer to Annual Compliance Training plan email: see list of courses to complete, estimated time required to finish, and Monday form. Please note that falsifying hours will lead to corrective action.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).

Renewing Compliance: Submitting Self-Paced Training Hours

Self-paced time report

Important!

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”

Task #1

Tasks

Complete both To Do 1 and To Do 2

1. To Do #1: complete the 13 modules and download the 3 required certifications for document upload
1. Basic Life Support (BLS)
2. Bloodborne Pathogens (BBP)
3. Mandated Reporter Training (MRT)
2. To Do #2: Upload the 3 required certifications

1. Paylocity > Self-service Portal > Tasks to Complete > Task 1> View > To Do 2

To Do 1: modules & certificates

1. Complete the training modules
2. When working on the MRT, BLS, BBP modules: download the certificate after the exam before moving on to the next modules

To Do 2: document submission

1. Select the required certificates to upload
2. Make sure all 3 are correct, renewed for this year, are the PDFs, with your full legal name,
3. Click Complete to submit

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, "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.