Add staff rates

Staff rates must be added before entering time and expenses. This allows you to set hourly costs and billing rates for each of your staff members, including different rates for different services.

Before you start

  • Make sure you're assigned to a permission group that has
    Staff
    enabled.
  • If staff members' time can be billed at different rates for different services, then add one or more staff rate descriptions.

Add a rate for a staff member

  1. Select
    Setup
    , then
    Staff
    .
  2. Choose a staff member and select
    Edit
  3. Select the
    Rates
    tab.
  4. Select
    Add
  5. In the
    Effective Date
    field, enter the date the rate takes effect.
    note
    The effective date for the new staff rate cannot be the same as the effective date for an existing rate for the same staff member.
  6. In the
    Hourly Cost
    field, enter the amount you pay the staff member per hour.
  7. If there are one or more staff rate descriptions, then under Billing Rates:
    1. Select
      Enabled
      for each staff rate description that applies to the staff member.
    2. In the
      Hourly Rate
      field, enter the amount billed to the client for each staff rate description selected.
  8. Select
    Save
    when you're finished.