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AmpianHR

Balance Remaining (Hours)-355.23
Balance Remaining Pending Approval (Hours)-355.73
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Work Completed
Transaction Date Request Summary Work Completed Consumed (Hours)
06/28/2023 Development of PrismHR integration
  • Began developing code that will calculate commission for brokers by:
    • Sending dummy data to the test site
    • Extracting the data from a request
    • Storing it in variables
    • Calculating commission for Broker 1
 2
06/29/2023 Development form to select period, prism query
  • Continued developing test site to handle the calculation of broker commission
    • PeoGM and PePM
      • Created a form to handle a broker’s commission for a specific period
      • Created code to handle updates based on the commission they get from each organization
 8.5
07/05/2023 Development of script
  • Continued developing script to calculate and handle commission per broker
  • Included additional form fields to give more details to management reports
  • Made script more efficient to handle organizations as well as brokers
 5.5
07/07/2023 Prism Script
  • Added functionality to the scripts to format the commission values in the entry after they’ve been sent to Prism so they can be used in the report
  • Created an organization view for commission
  • Improved the broker commission view
  • Continued developing commission calculator to provide more relevant data to a manager
 4
07/10/2023 Development of storing details
  • Implemented functionality to store details of:
    • which organization contributes to a broker’s commission
    • what brokers make up an organization's commission amount
  • Began improving user friendliness for management interaction
 6
07/11/2023 Development Broker Commission Calculator
  • Continued developing site for calculating commission and displaying the results
 6.5
07/10/2023 Developed website
  • Development on ampianhr.sblik.com
    • Added Logo to top left of the navigation bar
    • Removed stock footer from the bottom of the website.
    • Added icons to the management dashboard
 0.5
07/12/2023 Development of user interface
  • Continued developing commission calculator system and front-end interface
  • Added functionality to view a broker’s referral and people they have directly referred
 7
07/11/2023 Testing views, Add developer notes
  • Testing Website and Functionality
    • Adding/Viewing/Editing a Broker
    • Adding/Viewing/Editing a Organization
    • Commission by organization
  • Added developer notes on the website.
 2.25
07/13/2023 Imrprovements to user interface, Troubleshooting
  • Made improvements to the different views
  • Corrected the issue with the broker tree script
 1.5
07/14/2023 Development relationship broker to client
  • Added data of who acquired organisation when looking at a broker’s commission report
 1
07/18/2023 Troubleshooting
  • Troubleshooting issue with some commission calculations
 0.5
07/19/2023 Troubleshooting, Improved user interface, Dev docs
  • Resolved issues with commission calculation
  • Improved forms to prevent invalid input when creating organizations
  • Created instructions for the system to generate a unique organization ID after an organization has been created
 5
07/20/2023 Troubleshooting
  • Troubleshooted issue with calculating commission if there were more than a certain amount of commissions being calculated
 3.5
07/19/2023 Tested setup
  • Tested ampianHR’s site and assured that all features functioned correctly.
 1
07/20/2023 Testing
  • Tested the functionality of viewing commissions by broker
 0.25
07/17/2023 Testing
  • Tested to verify that the commission calculations were correct.
 1.5
07/18/2023 Testing
  • Ran another test on the commission calculations.
 1
08/04/2023 Development Broker Levels logic
  • Implemented system to only store and use commission calculations for a broker’s first 3 referrings
 4
08/30/2023 Development PYO Script
  • Continued developing PTO calculation script
 4
08/31/2023 Development PTO Script
  • Continued developing PTO calculation script
 3.5
09/19/2023 Troubleshooting
  • Accessed server via Teamviewer and began troubleshooting implementation of custom plugin
 1.5
09/20/2023 Setup troubleshooting
  • Got site on Ampian server to accept POST requests to it
 1.5
09/22/2023 Troubleshooting
  • Discovered and rectified the cause that was preventing POST requests to Prism from the website on Ampian’s server
  • Ran tests using real data and made corrections to eventually get accrual calculations.
 3.5
09/25/2023 Optization of Plugin
  • Improved file structure of plugins
  • Removed PHP warning messages from the log
  • Implemented condition into the script that determines which calculation to run based on the incoming information from Prism
  • Continued developing commission calculator scripts for PTO and Broker Commission
 7
09/26/2023 Development Calculating Commission
  • Developed script for calculating broker commission to run successfully on the site on Ampian’s server
 5
09/27/2023 Development get SUTA and ADMIN fees from Prism
  • Successfully retrieved total admin fee and SUTA fee from /payroll/v1/getBillingVouchers within Peo commission calculation script
  • Began testing Peo commission for up to 4 brokers in a pyarmid
 6.5
09/28/2023 Development PeoGM script
  • Developed the PEO commission calculation script on Ampian’s server and tested it with 4 brokers in a pyramid
 5.5
09/29/2023 Website management page
  • Implemented the Management page and Gravity View on Ampian’s server.
 2
10/02/2023 Testing
  • Found previous live run for client 000194 that had an appropriate batch number and began running a dry run using the data
 3
10/03/2023 Optimization of plugin
  • Continued optimising script for PTO calculation
 1
10/04/2023 Optimization of PTO calculator
  • Planned how to improve PTO calculation code and began making those improvements
 6
10/04/2023 PrismHR Endpoint administration
  • Began setting up a subscription from PrismHR to the site on Ampian's server
  • Analysed endpoints in Prism to determine where to put the PTO accrual amount
 1
10/06/2023 Optimization of plugin
  • Worked to improve PTO calculator by incorporating PHP classes
 7
10/09/2023 Developed logic to identify part vs full time
  • Implemented “Part Time” or “Full Time” employee type into conditions for calculating PTO
  • Made various improvements to calculation script to improve efficiency
 2
10/11/2023 Developed PTO logic
  • Implemented the use of a list of employee IDs to exclude from PTO calculations
  • Implemented logic concerning a rehired and to use that date when determining how long they have worked for the employer
  • Ran batches and collated data from our calculations to compare to their own results
 3
10/11/2023 Testing
  • A test was run on a batch of employees by the development team
    • Compared the test results with the actual results
    • Sent fractional differences for correction
 0.5
10/13/2023 Development and testing
  • Implemented a new version of the commission calculator on Ampian's server
  • Ran tests
 4
10/16/2023 Optimization of plugging
  • Made changes to existing commission calculator script that will make it more efficient in its working and prevent problems in the future development of it
 7
10/17/2023 Development Prism Queries
  • Incorporated actual prism data in to script to calculate Peo gross margin
  • Began incorporating actual prism data to determine the amount of employees enrolled in the health plan
 3.5
10/17/2023 Development PTO
  • Developed a way for the posting data to know where to send our calculated result.
  • Developed efficient logic within the script that determines how many employees a client has enrolled in a health care plan.
 3
10/12/2023 Optimization of plugin
  • Continued refactoring the commission calculator
    • to make it more efficient
    • prevent future problems in development
 3.5
10/05/2023 Edited PrismHR Subscription
  • Developed a solution into the site on Ampian's server to be able to:
    • Give the appropriate response to PrismHR following the creation of a subscription
    • This allows PrismHR to save the subscription in their system
 5.5
10/18/2023 Research PrismHR
  • Investigated a solution to determine how many employees are enrolled in a healthcare program
    • reviewed PrismHR Swagger webhooks
    • Mapped out potential solutions using data we can store
 5
10/18/2023 New Ampian Site Backup
  • Investigated methods to directly access files on the new Ampian site
  • Developed a backup of the existing site into the new Ampian site
 1
10/05/2023 Troubleshooting SSH and SSL
  • Troubleshooting SSH and SSL Issues on the Ampian Server
  • Experienced issues connecting to the custom WordPress routes on the Ampian server.
    • investigated the potential issue
    • created a workaround
 0.9
10/19/2023 Subscription Management
  • Setup a subscription to p104.ampianhr.com from PrismHR
  • Attempted to test PTO and Commission calculations on p104.ampianhr.com
    • Requests from our site weren’t being allowed to happen so I investigated to find the cause
 1
10/19/2023 PrismHR Research
  • Used Swagger to find the best requests in order to get the most relevant information into our script from PrismHR
  • Retrieved all benefit plans in PrismHR and collated only the ones with:
    • ”AMP” in their plan ID
    • ”MED” in their type
  • Began developing the commission calculator to use these collated benefits.
 5.5
10/20/2023 Development PeMP logoc
  • Continued developing commission calculator with the list of Ampian offered medical plans in mind
    • changed request to Prism to include criteria for checking against only certain IDs
    • added a function to determine if an employee would go towards the count used for calculating PePM
 3
10/24/2023 PrismHR Research
  • Used Prism to identify where we can get the data used in an example Ampian provided us for
    • SUTA bill rate
    • SUTA cost
 2.5
10/25/2023 Development
  • developing commission calculator
    • Determined count of employees enrolled in an Ampian health care programme using actual data and requests to Prism
    • Calculated SUTA bill rate for employees using actual data and requests to prism
 6.5
10/27/2023 PrismHR Research
  • Completed studying PrismHR to find where SUTA Cost can be retrieved
 2.5
10/30/2023 PrismHR Research
  • Continued search for SUTA Cost in PrismHR by
    • Searched the PrismHR API documentation
    • Searched all example request data from Swagger requests
 3.5
10/31/2023 Development calculation PePM
  • Implemented function to retrieve the list of benefit plans with the ID containing “AMPMED” at the start of each run of the commission calculator
  • Searched through all of Ampians “clients” to find their entities that hire employees.
  • Implemented code to retrieve the SUTA Bill Cost from the payroll vouchers
  • Added fields in the Organisation’s Commission Master entry to store the individual values for calculating Peo gross margin and the number of employees enrolled in an Ampian healthcare program
  • Implemented the code to store the specific values for calculating the PeoGM in the Organisations commission master entry along with the number of employees enrolled in a healthcare program
    • SUTA Cost
    • SUTA Bill Rate Amount
    • Admin Fee
 5.5
11/01/2023 Development PEOGM Logic
  • Added currency formatting to the fields in the Organization Commission Master form for
    • SUTA Cost
    • SUTA Bill Amount
    • PeoGM total
  • Updated the Gravity View that displays the Organisation Commissions Reports to include the above values
  • Organization Commission and Broker Commission entries
    • Added the level of the broker for the organization
    • added them to the view that displays the reports
 4
11/02/2023 Edits to AmpianPortal.com
  • Added prevention of access to pages unless logged in
  • Added Ampian personalization to the site (Logo, Name, etc)
 0.5
11/03/2023 Website
  • Updated links in the “Management” page to go to the correct views
  • Updated specific views to use correct forms and data for View/Edit Broker and Organisation, View Broker and Organisation commission
  •  Improved appearance of the site
    • Link icons
    • Link colour
  • Added MemberPress functionality to prevent direct access to pages
  • Added login page as homepage and the page after someone has logged out
 3
11/06/2023 Development User Interface
  • Review Ampian HR dashboard for user experience.
  • Made changes to naming conventions.
  • Improved clarity of reports.
 1
11/06/2023 User interface
  • Made improvements to the site user interface for
    • Management page
    • Broker view
    • Broker commission view
    • Client view
    • Client organization view
    • Submit a test form
  • Broker commission entries show the broker's acquired name in the view
 6
11/06/2023 Mockup of Monthly Broker Commission Report
  • Phone call with Scott Hodges to discuss reporting for Broker Commission Calculator
  • Created mockup for Monthly Broker Commission Calculator which will be used as the template for the email content for the monthly notification after monthly calculation is complete.
 0.75
11/07/2023 Development Commission logic
  • Implemented changes to the site and scripts to facilitate creating a report for Brokers with their total commissions per run.
    • Created forms for storing general broker commission data
    • Updated scripts to create and store data in forms as an entry per run
 4.5
11/07/2023 Testing Broker Commission Calculator
  • Tested commission calculator results by:
    • Adding an organisation
    • Submitting a test
    • Manually calculating results
    • Comparing results to what was generated on the site
 1
11/08/2023 Development Query timeout management
  • Corrected the issue that prevented a complete calculation to be made when submitting a test
    • Created a script that runs after the form is submitted and calls the calculation function
  • Created PDF for broker commission report that shows
    • Brokers name
    • Brokers complete commission for a period
 7
11/08/2023 Testing
  • Tested broker commission reports by submitting test calculations
 0.5
11/09/2023 Report attachment in email
  • Implemented sending broker commission report as an attachment within an email after the commissions have been calculated
  • Collated data from EMRJ Digital LLC commission for use in meeting
 2
11/10/2023 Improved user interface and reporting
  • Made changes to formatting of broker commission report
  • Collated response data from calculation for clients
    • CX Holdings
    • Sarpy Chiropractic
    • The Veteran Broker
 5
11/10/2023 Improvements to user interface
  • Made improvements to Ampian Portal with user friendliness in mind
    • Information presented in views
    • Names of information given in views
    • Elements in dashboard page
 1.5
11/10/2023 Added clients. Submitted tests.
  • Added clients for Jon Knudson into Ampian portal
  • Submitted tests for the broker commission report
 1
11/13/2023 Testing setup
  • Developed a testing form to be able to run commission calculations for any period.
  • Improved look of commission views to show the period for which a commission is calculated and allows a search for specific commission period
 5.5
11/13/2023 Developed PrismHR Integration
  • Developed script to update Prism HR with new accrued hours total by:
    • Writing functions that get existing PTO data for an employee
    • their current accrued hours value with the new accrued amount
    • Add function to send a request to Prism to update the employee's PTO with the new value
 1.5
11/13/2023 Meeting with Scott Hodges
  • Meeting with Scott Hodges
    • PeoGM calculations audit
      • SH looked up calculations on the front end.
      • These were compared with calculations performed by the portal
      • PeoPM and PePM were evaluated for Jon Knutsen / EMRJ CC
    • PePM calculations audit
      • Established that additional filtering is required
      • SH will schedule another appointment to complete auditing PePM
 0.75
11/14/2023 Development Plans logic
  • Implemented only counting an employee towards the “Number of employees enrolled in healthcare program” if any of their AMPMED plans are active (A)
 1
11/14/2023 Development PrismHR Integration
  • Began implementing code to only allow updating of PrismHR with PTO values if the whole calculation of employees’ PTO was successful beforehand
 1
11/15/2023 Development PTO
  • Completed development of PTO calculator for initial deployment to calculate PTO and update PrismHR
 2.5
11/21/2023 Audited Results
  • Audit results
    •  Batches
      • 2023221
      • 2023222
    • Accrued Hours calculated per employee are correct
    • Accured hours Year To Date in PrismHR are correct
  • Updated Cheyanne Hardy regarding results.
 1.5
11/21/2023 Testing
  • Ran calculations for batches 2023222 and 2023221 and verified the employees were given the correct PTO in Prism
 1.5
12/08/2023 Meeting with Scott Hodges
  • Meeting
    • Purpose
      • Review Broker Commission Calculator Dashboard
    • Attendees
      • Scott, Andre
 0
12/11/2023 Testing
  • initiating test data for 2023
 1
12/12/2023 Development of User Interface
  • Made improvements to the look of the Broker commission calculator
    • Type of information presented
    • Wording of the information
 1
12/08/2023 Checked Rogan's Work / Tested that Ampian HR PEO calculator works
  • Checking Ampian HR PEO Calculator works
  • Reviewed all Clients Entered
  • Reviewed all Brokers Entered
  • Checked that emails, client ID’s, and other important information was input correctly for each entry.
 1.25
12/12/2023 Meeting with Scott Hodges regarding status quo
  • User experience improvements made
  • Validate data pulled is correct
  • Compare reports from system with Front end data reports
 0
12/20/2023 Broker Commission 2nd year values
  • Added license number as a field when adding a broker
  • Implemented fields and script logic for handling if a client was acquired over a year to use different PeoGM values
 1
12/21/2023 Testing / Small Edit
  • Tests completed on p1024.ampianhr.com
    • Broker License Number Field appears in both Add Broker and Edit Broker forms
    • Tested calculating Year 2 Commission Amounts
  • Edited the Percentage fields for PEO variables to allow for numbers that contain 2 digits after a decimal (ex: 1.25)
 1
01/03/2024 Run Backlog of Commissions
  • Ran broker commission calculations from October 2022 to March 2023
 0.5
01/03/2024 Testing
  • Tests on ampianportal.com
    • Ran commission calculations for the year 2023
      • January
      • February
      • March
      • April
      • May
      • June
      • July
      • August
      • September
      • October
      • November
      • December
 0.75
01/04/2024 Broker Commission Entries
  • Clients who have earned any commission will be displayed in a broker’s commission report
    • Implemented logic to only store a commission entry if both commission type values are not 0
 2
01/02/2024 Troubleshooted Prism HR PEO Session
  • Troubleshooted Prism HR PEO Session not working on ampianportal.com
 4.75
01/04/2024 Identified speed and maintainability enhancements
  • Continued troubleshooting Prism HR PEO Session not working on ampianportal.com
  • Identified maintainability improvements
  • Troubleshooted slow website when loading clients
  • Identified commission calculation speed enhancements
 4.86
01/03/2024 Troubleshooted Prism HR PEO Session
  • Continued troubleshooting of Prism HR PEO Session not working on ampianportal.com
  • Successfully determined the cause of the PEO Session not working
  • Advised solution that resulted in PEO Session creation being fixed
 5.9
01/05/2024 Commission Calculations
  • Ran backlog of commission calculations for October 2022 to December 2023
 1.5
01/08/2024 Previous Months Commission Calculations
  • Tested variables to use on a one-year+ client to verify they are working.
  • Improved the commission calculation script to accurately use the 2nd year variables for calculations done for previous months
 1
01/08/2024 Backlog of commission calculations
  • Ran backlog of commission calculations for October 2022 to December 2023 again
 2.25
01/09/2024 Backlog of Commission Calculations
  • Ran commission calculation for September – December 2023
 0.5
01/05/2024 Improved maintainability of Code
  • Further reduced the time taken to run the commission calculation by applying optimizations
  • Applied best practices to make sure code can be  maintained
 6.65
01/08/2024 Fixed 2year+ PeoGMs and Improved Code Quality
  • Fixed calculation on 2year+ PeoGMs
  • Further improved maintainability of code
  • Further applied best practices to the code (single responsibility, repository)
 7.36
01/09/2024 Improved PTO Code Quality and Rectified PTO Values
  • Applied best practices and improved maintainability of PTO calculation code
  • Rectified PTO values from previous incorrect run
  • Developed a way to reliably reset PTO values in the future, if needed
 5.5
01/11/2024 Broker Commission Bug Fix
  • Investigated and discovered cause of discrepancy in PePM calculation for some clients
  • Reworked code to get entire list of active employees and go through them all to determine how many of them have an active AMPMED membership
 3.5
01/12/2024 Populate database after plugin update
  • Collated commission report data
 0.25
01/15/2024 Website Setup
  • Setup dev site with latest version of live site
 0.5