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 hasStaffenabled.
- 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
- SelectSetup, thenStaff.
- Choose a staff member and selectEdit
- Select theRatestab.
- SelectAdd
- In theEffective Datefield, enter the date the rate takes effect.noteThe effective date for the new staff rate cannot be the same as the effective date for an existing rate for the same staff member.
- In theHourly Costfield, enter the amount you pay the staff member per hour.
- If there are one or more staff rate descriptions, then under Billing Rates:
- SelectEnabledfor each staff rate description that applies to the staff member.
- In theHourly Ratefield, enter the amount billed to the client for each staff rate description selected.
- SelectSavewhen you're finished.