In Teachworks, lesson costs and wages are set when you add or edit lessons, or optionally when you edit cost/wage settings. You can apply new cost and wage settings using one of the two methods below:
Method 1 - Recalculate When Editing Cost & Wage Settings
There are a number of places in your Teachworks account that contain a checkbox you can use to quickly re-calculate and update the cost & wage settings for existing lessons. You can find these options on the following pages:
Edit Service form: At the bottom of the form, you can click the checkbox under the "Apply New Rates" section.
Edit Wage Tier form: At the bottom of the form, you can click the checkbox under the "Apply New Rates" section.
Edit Employee form: When you change/update the Lesson Wage Type field or select a new wage tier level, a blue box will appear and you can click on the checkbox to update the wage for existing lessons beginning on today's date for this teacher. After clicking the checkbox, scroll down and save your changes.
Edit Student form: When you change/update the billing method on a student's profile, a blue box will appear and you can click on the checkbox to update the cost for existing lessons beginning on today's date for this student. After clicking the checkbox, scroll down and save your changes.
For more detailed information about each of these options, please see this article: Re-calculating Lesson Cost and Wages.
Note: For Teachworks accounts created before February 15, 2021, the checkboxes mentioned above are only visible to the administrator by default. In order to make it available in Staff accounts, the administrator can change the "Recalculate Rates Option" on the organization's "Account Settings" page to "Administrator & Staff Employees".
Method 2 - Updating Existing Lessons
The second method to apply new cost & wage settings to existing lessons is to edit a lesson or series of lessons directly from the calendar.
Applying new cost & wages to a single lesson
To apply new cost or wages to a single lesson on the calendar, follow the steps below:
Click on "Calendar" and then click on "Main Calendar".
Click on the lesson in the Calendar.
Click on "Edit" on the pop-up.
Click Submit to save your changes.
The lesson will be updated to reflect the new cost and/or wage that was changed.
Applying new cost & wages to a repeating series of lessons
To apply a new cost or wage to a repeat series of lessons, you can follow the steps below:
Click on "Calendar" and then click on "Main Calendar".
Locate the lesson in the series you'd like to start the new cost/wages on and click on it.
Click on "Edit" on the pop-up.
Under the "Apply To" section, select "Current & Future Lessons".
Click Submit to save your changes.
Segregating Lessons
When updating a repeating series of lessons, if you've previously edited individual lessons in the series and have not chosen the option to segregate the lesson from the series, then applying the settings from the first lesson that you edit will be applied to the upcoming lessons in the series.
If you have made changes to any future lessons in the series you should confirm that they have been segregated, and if they haven't you should apply the Segregating Lessons setting to these lessons before updating the series.
Applying new cost & wages to Completed Lessons
If your lessons have already been completed, you can edit the cost and wage by following these steps:
Click on "Calendar" and then click on "Main Calendar".
Click on the lesson in the Calendar.
Click on "Complete" on the pop-up.
Modify the Wage and Cost fields as needed.
Click Submit to save your changes.