Rate cards are a way to define bill rates and pay rates for specific positions and staff. You can add different rates for different positions with their own rules.
In this article, we will explain the application of rate cards on the portal. Bill rates and pay rates are defined at different sections of the portal. Rates follow the priority level mechanism.
The Rule
When you are creating a shift, the system will automatically look for rates based on the following rule:
Bill Rate level ordering
- Site
-- Client
--- Global
Pay Rate level ordering
- Site
-- Client
--- Staff Profile
---- Global
Priority 1: Site
Rate cards defined in the Site profile get priority. The system will look for the rates added for positions and staff in the Site/Business Unit and if nothing is defined, it will move to the second level and so on.
Priority 2: Client
The second priority level is the Client. If the system does not find anything at the first level, it will look for bill rates and pay rates defined in the Client Profile.
Priority 3: Staff Profile
Staff pay is also called Pay Rate. Pay rates can be added directly to the employee profile. This is the third level priority-wise for staff pay.
To add pay rate on the staff profile:
1. Click on staff from the main menu to open the staff listing page.
2. On the person’s row, click on the Actions button and select Edit.
3. On the staff profile, go to the Positions section and click the “+” sign to add a position and its rate.
Priority 4: Global
This is the last section in the loop where the system will look for the Bill rates and the Pay rates.
To add rates globally, system-wide:
1. Go to System Settings.
2. Scroll down and click “Positions” in the sidebar under the Staff section.
3. Click Add to insert a position with rates and other relevant details. To edit an existing position, click the Actions button and select Edit.