Manage Workers: Inviting Support Workers and Approving Hours

The MyDirectPlan application enables the users to invite their Support Workers and log the work performed by them, allowing the Support Workers to verify their days worked, hours and rate/total amount of the expense being claimed for Passport Funding. Multiple Workers can be added to your MyDirectPlan account.

How to Invite a Support Worker

1. Once you've logged in to the MyDirectPlan application, click on the Manage Workers section from the left-hand side menu. The application will take you to the Manage Workers section from where you can invite your support worker.
   
2. To invite your support worker, click on the Invite Worker button, as shown below:
   
3. A form on the right side of the screen will open.
   
4. Enter the Worker’s first name, last name, and the email address.
   
5. After entering all the required details, click on the Invite button.
   

An email will be sent to the Support Worker asking them to click on a link to verify they are your Worker. If they do not have a MyDirectPlan account as a Worker, they will be prompted to register and create their Worker profile. If they already have a MyDirectPlan Worker account, clicking the link will confirm their acceptance of your invitation.

Worker’s Statuses

Next to each invited Worker’s name is a status. This status indicates if your Worker has
accepted the invitation to set up a MyDirectPlan Worker account.

The other status which is “Passport Agency Status", indicates if the Worker’s profile information has been verified by your Payment Processing Office.

MyDirectPlan Invitation Status:

1. Pending: This indicates that the invitation has been sent, but a response has not yet
   been given by the Worker.
2. Active: This indicates that the Worker has accepted the invitation.
3. Declined: This indicates that the Worker has chosen to decline the invitation. If
   this occurs, you should contact your Worker directly. If this was done in error,
   please delete your Worker from your Manage Workers page and then re-invite them.
4. Inactive: This indicates you have deactivated a previously active Worker, so they
   no longer appear in your list of Workers when adding expenses.
5. Added by P1: This indicates that the Payment Processing Office changed one of
   your “Other” expenses into a “Support/Respite/Education Worker” expense. If
   this is done and the Worker does not exist already on your MyDirectPlan
   account, the Worker is then added to your list and is given this status. You will
   need to invite this Worker to enter expenses for this Worker yourself.
   

Passport Agency Status:

1. Unverified: This indicates that the Worker’s profile information has either not been verified by the Payment Processing Office or the information in the Worker account is not the same as recorded with your Passport Agency.
2. Verified: This indicates that the Worker’s profile information has been verified by the Payment Processing Office.
   

How to Approve Support Work Hours

Your support workers are required to verify their hours before you can submit their expenses to the Passport Agency. Once you have saved the Support Worker expenses, an email will be sent to the Worker asking them to verify their hours worked.

1. The support worker needs to login to MyDirectPlan using the worker account.
   
2. Once logged in, navigate to the View/Approve Expenses section from the left-hand side menu.
   
3. Click on the View option on the far right of an expense to view the details of the support worker expense.
   
4. Verify the expense details and click either Approve or Reject.
   

Still need help? 

Please email us at support@mydirectplan.com  so that our support team can assist you.