“Data that is loved tends to survive.” – Kurt Bollacker, computer scientist. #
What do I need to provide for Data Collection? #
- Services
- Service Zones
- Service Codes
- Service Providers
- Groups (customers)
- Group members (requesters and clients)
- Service provider pay rates
- Customer billing rates
- Paperwork definitions
- Group hierarchy
- Departments & Staff
- Default locations
- Audience sizes & dress codes
- Job Data
Where do I input the data? #
You’ll be provided with an Import Spreadsheet to enter in your data into.
What happens once data is collected? #
1) We will review the data your team has provided on the Import Spreadsheet and make recommendations
2) Final revisions (if needed)
3) Data will be imported into your live site
Data Definitions #
Services #
Types of work provided for clients by your service providers. For example, ‘Sign Language Interpreting’ and ‘Tutoring’ are services.
Service Zones #
Service zones are categories used to control service providers availability and also how much to pay them for their work. These could be geographical locations like “U.S., Idaho, or Chicago,” or they could be more abstract like “Tier A, Tier B, etc.”
Service Codes #
Service codes allow you to bill a customer or pay a service provider different rates for the same service. For example, if a customer wants service on a holiday you may want to charge the customer a holiday rate and pay the service provider(s) a higher rate as well. For one service you may have multiple service codes such as Regular, Short notice, Holiday, etc.
Service Providers #
Service providers are any person that provides one or more services to your clients. Examples: interpreters, technicians, home health aides, etc.
Groups (customers) #
A group represents an organization, or an individual, for which you will bill for services rendered. Groups are fundamentally based on billing structure. For example, if there are 2 Fedex locations and you bill them both to the same place with the same rates then you could just have one group “Fedex.” However, if these two locations were billed separately or have different rates you’d create two groups. You can also add groups with no rates attached to group together other groups for reporting purposes. So, if you have the two groups Fedex A and Fedex B but would like to see them together for reporting you could create a “Fedex” group and set that as the parent group of the other two groups.
Group members (requesters and clients) #
A group member is the relationship between a user account and a group. A single user account can be a member of multiple groups. All requesters and clients that request service and/or are provided service should be members of the group(s) that will be billed for those services. For example, if Requester A makes requests for Fedex A and Fedex B they would need to be a group member for each of these groups.
Service provider pay rates #
The rates at which you pay your staff and freelance service providers. A single service provider could have multiple pay rates based on service codes or service zones. For example, a service provider could have one rate for regular service, one for holiday service, or one rate for NY and another rate for NJ.
Customer billing rates #
The rates at which you bill your customers. A single customer could have multiple billing rates based on service codes or service zones. For example, a customer could have one rate for regular service, one for holiday service, or one rate for NY and another rate for NJ.
Paperwork definitions #
Paperwork definitions are a part of the paperwork feature in Usked. The purpose of paperwork definitions is to give you a way to define a kind of paperwork that can added to the profiles of your service providers. For example, let’s say you require your service providers to have a flu shot, we can create a paperwork definition for this, and service providers could then be required to upload proof of their flu shot.
Group hierarchy #
Coming soon
Departments & Staff #
Department – You can assign each staff member to a department. This is used only by some service provider pay reports to show a department code for each staff shown in these reports.
Staff – People who work for your company whose payments are reported the IRS on form W2 are staff.
Default locations #
Default locations can be used to reduce the amount of time a customer spends creating a service request. By creating a list of default locations for a group, the requester can then choose to copy from one of the default locations instead of having to enter in the location from scratch.
Audience sizes & dress codes #
Audience size – Audience size is the expected size of who will be in the environment with the service provider. This is to help set some expectations for the service provider(s) assigned to the request. Examples: One-to-one, small group, mid size meeting.
Dress code – Dress code is the expected clothing your client wants the service provider to wear while providing service for the request. This is to help set some expectations for the service provider(s) assigned to the request. Examples: casual, business, formal.
Job Data #
Coming soon