Self-Hired Staff

General information

Staff Activity Fees is to cover meals, admissions, fees, transportation or other costs incurred by Self-Hired staff when providing support to the Individual in activities that support a Valued Outcome.

Staff Activity Fees should be submitted as soon as possible and no later than 30 days from the date of service

Entries submitted by Self-Hired Staff needs to be reviewed by the individual/designee within 60 days of the date of service for the reimbursement to be processed for payment.

If corrections are needed the Individual/Designee will need to re-review the Staff Activity Fees entry once the corrections have been made.

Please see "OTPS Staff Activity Fees" for more information (Click Here)

On this page:

1. Creating a Staff Activity Fee entry

2. Reviewing your entry, status details, and resubmitting rejected entries

Creating a Staff Activity Fee entry

After logging into the mobile app, select the "Staff Activity Fee" icon from the home screen to begin.

1. Select the plus button in the top right corner

2. Select a date from the calendar that you (Self-Hired Staff) worked

Tip❕ If you already set up a "Staff Activity Fee template" you can select it now by pressing on the "Templates" button. For mobile app instructions click here.

3. Enter the amount to be reimbursed (i.e. the staff's portion)

4. Select the plus icon and then select the Individual's name that you worked with that day, and press "Done"

5. In the "Comments" section (commonly referred to as the "Description" section by FI staff), enter any details that should be known, such as calculations, which items are for staff, etc.

6. Select the paper clip icon to add the attachment. All attachments must be clear and legible with all corners visible in the image. Pertinent details such as the date, charges, etc., must be visible.

• (Optional) To save this entry as a template for next time, toggle the "Save as Template" button.

7. Lastly, add the attachment for this entry and press "Save" in the upper right-hand corner to submit the entry.

Viewing your entry, status details, and resubmitting rejected entries

1. To view an entry, select a time "Period" from the drop-down menu

2. Select an entry.

Note: the status of the entry is indicated by the status icon. For example, "Rejected", "Approved", "Invoice Generated" and "Paid" statuses all indicate the various stages of FI processing.

3. If rejected, select the entry, make the necessary edits and press "Save" when finished to resubmit the entry.

As a reminder, new and previously rejected entries can only be processed once they have the "Parent Reviewed" status.

For any questions or concerns, please reach out to FI@Yedei.org.

Related:

• Creating & using templates (Click Here)