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
Select
Setup
, then
Staff
.
Choose a staff member and select
Edit
Select the
Rates
tab.
Select
Add
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.
In the
Hourly Cost
field, enter the amount you pay the staff member per hour.
If there are one or more staff rate descriptions, then under Billing Rates:
Select
Enabled
for each staff rate description that applies to the staff member.
In the
Hourly Rate
field, enter the amount billed to the client for each staff rate description selected.