Forms, Resources, Tools & Technology
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Forms & Resources
Being a successful employer starts with ensuring that you and your team have the resources you need to stay up to date and in compliance. The forms and resources below are the most current versions of everything you need to direct your services.
We Are Fello: What Does This Mean for Self-Directed Services
Employee Forms & Resources
Whenever you want to hire or rehire an employee, a new hire packet must be completed for each employee and sent to our team at SDSNewHirePackets@fello.org. Download the complete packet below, or search for individual forms from the packet. We also have sample forms filled out as examples to guide you through the process.
I-9-Instructions and Form
Paycom Direct Deposit Agreement
Self-Directed Services Employee Agreement
Self-Directed Services Employee Handbook
CPS Background Application – (Applicants Supporting Minors)
Child Protective Services Website
Employee Separation/Inactivation Form
Self-Directed Services Employee Injury Reporting
Worker Injury Reporting Form – First Report of Injury
MW507 – Exempt (Difficulty of Care or exempt due to a reason not addressed in lines 4-8)
W4 – Exempt (All exemption reasons, including Difficulty of Care)
Payroll Forms & Resources
One of the most important resources for Participants and employees is the Payroll Calendar below, which shows every due date for submitting shifts and each pay day for all pay periods in the calendar year.
Accounts Payable Forms & Resources
Make sure your vendors are paid on time and your employees are reimbursed for mileage by submitting complete invoices and mileage reimbursement requests according to the 2025 Accounts Payable Calendar.
Webinars & Presentations
Self-Directed Services Vendor & Invoice Requirements – March 18, 2025
Revised Budget Sheet Tips – November 19, 2024
Annual Budget Sheet Process Review – April 23, 2024
Important Employee Forms – February 23, 2024
Employee Onboarding Success – January 23, 2024
Vendor Payment & Reimbursement – November 14, 2023
Tools & Technology
Fello’s FMS Engine platform allows employees to clock in and out for their shifts using the Evvie app on their phone or tablet. Employees then approve their shifts via the Evvie Portal so that participants can approval lock those shifts in the Evvie Portal each pay period. Participants can even review their budget statements and usage information in the Participant Dashboard via FMS Engine.
FMS Engine
Log in to FMS Engine to edit, add, remove, and approve shifts as an employee. Participants can also log in to FMS Engine to edit, add, remove and approval lock shifts created by their employees. Once shifts are approval locked in FMS Engine, they are submitted to Fello’s Payroll team for processing and payment according to the Payroll Calendar.
FMS Engine Video Tutorial & Guides
Are you a new Participant or employee in Self-Directed Services? Watch the training video below for a click-by-click demonstration of how to clock in and out using the Evvie App, approve shifts in the Evvie Portal as an employee, and approval lock shifts in the Evvie Portal as a Participant. You could also review our Quickstart Guide and User’s Manual.
How to Use the Evvie Mobile App
How to View and Approve Shifts in the Evvie Portal (Desktop Computer)
How to Deny a Shift and Adjust a Shift in the Evvie Portal (Desktop Computer)
How to Create Manual Shifts in the Evvie Portal (Desktop Computer)
How to View and Approve Shifts in the Evvie Portal (Mobile Device or Tablet)
How to Deny a Shift and Adjust a Shift in the Evvie Portal (Mobile Device or Tablet)
How to Create Manual Shifts in the Evvie Portal (Mobile Device or Tablet)