Add Standard Rates

1

Open the Job Order and navigate to the Rates section.

2

Select Add Rates then Standard Rates.

The Rates screen displays.

The 'View Dates Valid on' field defaults to the Jobs 'Start Date'.

3

Select Edit Rate Set.

4

In the Rates list, select the Pay Code required.

Where the Pay Code has been linked to a Bill Oncost, and if configured a hierarchy item relevant to the Job, the Bill Code displays.

5

Update Pay Rate (if applicable), Bill Type and Bill Value. If the item is to be a direct Valuation item, tick Direct Valuation.

Note that the Pay Rate column is disabled if Direct Valuation has been ticked, as the pay rate for direct valuation items is keyed directly on a timesheet.

The Bill Rate and Gross Profit fields will calculate based on the data entered. Where the Pay Code has been linked to Pay Oncosts and or Bill Oncosts, and if configured a hierarchy item relevant to the Job, these calculations are displayed when the Pay Rate is entered.

6

if additional items are required, select Add Item and repeat steps 4 and 5 above to complete the rate line.

Additional lines are applied to the rate set.

7

When all rates have been entered select Save.

At this stage, the Standard Rate set you have defined has one effective rate period which is the duration of the job order.