Easily connect PIMSY data with Timeero, making it simpler to manage your workforce and client information within our platform.
Timeero does not export time and mileage to PIMSY, we can only export the GPS data of client visits to ensure EVV compliance.
Mapping Employees - Mapping Clients - Syncing Schedules
Getting Started
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Log into your Timeero web portal and go to Integrations > PIMSY.
- Next select Configuration and click Enable, then enter your PIMSY credentials into the pop up that appears.
If you're unsure of what credentials to enter, please contact support@pimsyehr.com.
Mapping Employees
Once you are connected you will want to map your Timeero employees to their profiles in PIMSY. Click on Configuration > View Mapping > PIMSY Employees and then match the PIMSY employee column on the left with the Timeero employee in the drop down menu on the right, then click Map Employee to confirm it.
If you need to import an employee that is not already in Timeero, you can do so by clicking the checkbox next to their name in the mapping list and then clicking the Import button that will appear at the bottom of the page.
After you are done mapping and/or importing, your employees should now show up under Users and in EVV > Employees.
Importing employees will fail if their information is not fully entered in PIMSY beforehand. Please make sure that all employees have the following information: First & last names, full address, valid email, phone number, and a SSN (this will be stored as a encrypted data).
Mapping Clients
Just like with employees, you'll need to map your PIMSY clients with your jobs in Timeero. From the Configuration page go to PIMSY Clients and match the columns and click Map Client to confirm. You can also import clients from PIMSY the same way as employees by checking the box next to the name and clicking the Import button at the bottom of the page.
After you are done mapping and importing, your clients should now show up under Jobs and in EVV > Clients.
Importing clients will fail if their information is not fully entered in PIMSY beforehand. Please make sure that all clients have the following information: First & last names, full address, valid email, phone number, and a Medicaid ID.
Syncing Schedules
One of the key features of this integration is the ability to sync employee schedules from PIMSY to Timeero. It's as simple as going to Configuration and clicking Sync Schedules to import your created schedules from PIMSY to your Timeero portal.
Schedules that have been synced from PIMSY cannot be edited on the Timeero web portal. Any changes that need to be made must be done through PIMSY, and they will sync automatically to Timeero every 2 hours. Additionally, schedules that are created on Timeero will NOT sync to PIMSY.