Navigating to Rate Configurations
1. Click on Settings
2. Click on Company Profile
3. Click on Rate Configurations
Adding a New Rate Configuration
4. Click on Add Record
5. Type in Name
6. If Applicable Select the Location
7. Select Applicable Pay Code
8. Type in Pay Rate
9. Select pay frequency
- Weekly
- Hourly
- Monthly
- By Job
- By Day
- By Year
10. Type in Mark Up
Note: Using the Mark Up option will automatically apply to the Bill Rate.
11. Type in the Bill Rate
12. Select pay frequency
- Weekly
- Hourly
- Monthly
- By Job
- By Day
- By Year
⚠️ Rate Configuration Auto-Application
To ensure Rate Configurations apply, if a Mark Up or Bill Rate is input the Rate Configuration will be automatically applied.
13. Apply Rate Configuration
14. Click on ADD to Save
Editting Rate Configuration
15. Locate the Rate Configuration you wish to Edit
Click on the > to Open the Rate Configuration Detail Flyout
16. Select and Update Applicable Information
17. Click on UPDATE to Save
