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Setup

Add staff rates

Enter staff rates before entering time and expenses. This lets you set hourly costs and billing rates for each of your staff members, including different rates for different services.

Before you begin

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

Add a rate for a staff member

  1. Select
    Setup
    , then
    Staff
    .
  2. Select a staff member, then select
    Edit
    .
  3. Select the
    Rates
     tab.
  4. Select
    Add
    .
  5. Enter the date the rate takes effect in
    Effective Date
    .
    note
    You can't set the same effective date for 2 rates for the same staff member.
  6. Enter the amount you pay the staff member per hour in
    Hourly Cost
    .
  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. Enter the amount billed to the client for each staff rate description selected in
      Hourly Rate
      .
  8. Select
    Save
     when you're finished.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Setup
  • Audiences: Staff