Connect TimeWorksPlus to Case Manager

  1.    Log into Time Works plus Login: https://www3.swipeclock.com/login/

    a.       Enter User ID: vertexsystems

    b.       Password: Vertex2019

   Under Client Management

a.       Click on Client List

b.       Select Client under Client Name

c.       To the left under “Main Menu” look for Employee Setup

d.       Under “Employee Setup Options”

                                       i.      Sort by “Employee Code” to find the last code number used

                                      ii.      You will need to add to that number so if it was 100 the next code is 101

e.       Click on “Employee Setup Options” and select “Add New Employee

                                          i.      Under “Employee Code” enter the next code for that employee

                                           ii.      Enter First name

                                           iii.      Last name

                                            iv.      Start Date should be the same as Hired date

                                            v.      Web Clock Enabled, Mobile Punch Enabled, Mobile Enabled and add GPS to Mobile punch (if Available) all should be marked “Yes”

                                             vi.      Under Logins/Numbers put in the initials of the new employee first box and the Employee Code in the next box that pops up.

                                              vii.      Self-service password enter: V3rtex2550$ and enter again for Verification

                                             viii.      Employee Type add information provided

                                             ix.      Title – “HSPP

                                             x.      Department – enter information provided (ex. Behavioral)

                                             xi.      Location – enter information provided (ex. Building)

                                             xii.      Default Pay Rate – Enter pay rate provided

                                             xiii.      If there is a Department 2 enter information provided

                                             xiv.      All other fields should be blank

  1. Next Entering New Employee to Case Management (IBV)

    a.       From the Menu select Admin/ Intuition/ Organization and follow the instructions on how to enter a new person set up instructions

    b.       Next is to enter new user into Time Works Plus

                           i.      In Case Management go to Menu select Admin/ Intuition/Time Works Plus

                           ii.      Under the drop down select “Users”

                           iii.      Click green + sign “New” at the top

                           iv.      Under Site – Put in Customer name (ex. Positive Pathways)

                            v.      Under Staff – find new employee and select their name

                            vi.      In Client User field enter employee code

                           vii.      Active On – enter the date the new employee was hired

                           viii.      Employee Code field enter employee code again

             The click on Save & Close at the top and your done

 

NOTE: Maybe just use this below??????


Prerequisite: Employees must first be set up in TimeWorksPlus and Case Manager.

Connecting an Employee TimeworksPlus record to Case Manager

In Case Management, from the Menu, select Admin/ Intuition/Time Works Plus

Under the drop down select “Users”

Click green + sign “New” at the top

Under Site – Put in Customer name

Under Staff – find employee and select their name

In Client User field enter employee code from TWP

Active On – enter the date the new employee was hired

Employee Code field enter employee code again

Then click on Save & Close at the top and your done

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