HR
Payroll cohorts, hourly payroll, and audit log review.
Articles for this role
Logging in to Simone
How to sign in for the first time, what you’ll land on, and what to do if you’re locked out or forgot your password.
Your dashboard — HR
A tour of the three full-width panels on the HR dashboard — WAAG metrics for clinic-wide performance, clinician hours against target, and the clinic-wide to-do list used to spot payroll gaps before they hit.
Navigate Simone
Use the sidebar, quick-add buttons, global search, lock screen, and role-filtered menu without losing your place.
Manage a client record
Find or create a client, review the profile tabs, manage family links, and keep clinical, billing, intake, and document history in one place.
Why isn’t this appointment on payroll?
Payroll readiness is derived — there is no single ‘ready’ flag. An appointment shows up on payroll only when every condition below is true.
Run a payroll cohort
Group payroll-ready appointments into a cohort for a pay period and move them from ‘Ready’ to ‘Approved’ to ‘Paid’.
Use the Forms command centre
Create forms, manage bundles, send forms to clients, review submissions, and understand the owner approval workflow for published forms.
Review a form or bundle submission
Review submitted forms, download a PDF copy, compare submitted data with the client record, and apply only the changes that should become official.
Manage services, insurers, and resources
Keep clinic services, insurer records, rooms, equipment, and resource schedules accurate so scheduling, billing, and reporting use the right defaults.
Run WAAG and operational reports
Use WAAG and Reports to review revenue, appointments, cancellations, no-shows, treated hours, clinician hours, case metrics, and delivery trends.
Create a consent-aware marketing campaign
Build a saved audience, verify marketing consent, test a campaign, and schedule or send clinic communications without bypassing consent controls.
Manage users, roles, and clinic access
Add staff, assign roles, configure payroll type and clinic access, and troubleshoot missing menu items or dashboard widgets.