Cancelled Shift Processing and Invoicing

When a shift is cancelled, a reason is selected using the following pop up :

The reason is created using the below UI :

Charge:

If charge Client = yes , this means we will charge the client even though the shift was cancelled.

To process this => the system will take the percentage in the cancellation reason into account and deduct it from the full shift value minus transportation cost (if any).

Pay :

For pay staff = yes, this means we will pay the Employee even though the shift was cancelled.

To process this => the system will take the hours in the cancellation reason into account and allocate those hours to the employee instead of the full shift hours. If there was any transportation costs, it will paid at full value.

Example :

1. Shift Date : 12 Feb 2025

2. Time: 14:00 - 21:00

3. Service : Assistance in Supported Independent Living

4. Flag : Short Notice Cancellation = yes

5. Breakdown : 7hrs @ 80.53 per hour

6. Item No : 01_812_0115_1_1 ( weekday_afternoon )

7. Transport 20kms @ 1$ per Km

Then the value of the shift is 280 ( 7 X 80.53 ) + 20 (20 X 1) = 300

Applied Cancellation reason:

1. charge=yes @ 50% ( System will only allow to use cancellation reasons with Charge = Yes, if the selected service has Flag : Short Notice Cancellation = yes )

2. pay = yes @ 2hrs

How it is Processsed by the system :

For Charge : Based on charge percentage setup at 50%. The system will charge

1. 281.86 ( 50% of 563.71 ) for shift hours

2. 20 ( full transport amount)

A total of 301.86 for that shift on the invoice instead of 583.71

For Pay : Based on the pay hours setup at 2 hrs, the system will

1. only count this shift as a 2 hrs shift in place of allocated 6 hrs and th Employee will be paid for 2 hrs only.

Invoice : for service

1. Service Type : Assistance in Supported Independent Living - weekday_afternoon - 01_812_0115_1_1

2. Service Date : 12 Feb 2025

3. Time From : 14:00

4. Time To : 21:00

5. Rate : 50 % of 80.53 = 40.265 ( 3 decimal points )

6. Unit : 7

7. Amount : 281.86

Invoice : for Transport

1. Service Type : Transport - 01_812_0115_1_1

2. Service Date : 12 Feb 2025

3. Time From : –

4. Time To : –

5. Rate : 1

6. Unit : 20

7. Amount : 20