Changing Pay or Bill Rates on a Placement

Overview

This article contains information on how to change pay and bill rate information on a placement.

Steps

To edit an existing rate:

1. Navigate to the Placements tab.
   
   
   
   
2. Search for the placement you wish to update and open the record by selecting next to their name.
   
   
   
   
3. Scroll down to either the Pay Rates or Bill Rates section.
4. Locate the Rate you wish to update and select at the end of the row.
   
   
   
   
5. In the dialogue that opens, change the rate information as needed.
6. Select OK to set the changes.
   
   
   
   
7. Select to confirm the changes.

To add a new rate:

1. While on the Placement record, scroll down to either the Pay Rates or Bill Rates section.
2. Select Add Pay/Bill Rate.
   
   
   
   
3. In the dialogue that opens, enter the rate information as needed.
   • The effective date sets when the new pay or bill rate will go into effect.
     • Rate changes will not take place during the middle of a timesheet period and will instead be pushed to the beginning of the next period.
4. Select OK to set the changes.
   
   
   
   
5. The rate will display as a new row.
   
   
   
   
6. Select Save to confirm the changes.