Adding Placement Rate Cards

Overview

This article contain information on how to add new rate cards to a placement record.

Before You Begin

Whenever you add a rate card, there are several rules that apply:

  • You must enter at least one rate card line.
  • You can only use each earn code once per placement rate card version.
  • Upon selecting Add, if the system setting "defaultEarnCodeGroup" contains a reference to an earn code group, the system will automatically populate the first rate card line group and appropriate rate card lines based on the default earn code.
    • This setting is optional and you can manually enter all rate card lines.
  • If you select an earn code that is associated with an earn code group that accrues overtime, two additional lines will appear with the overtime and double time earn codes. You must enter all 3 rates.
  • You have the correct combination of entitlements.
    • If you are unable to add Rate Cards, please contact Bullhorn Support to review your entitlements.

Steps

  1. Navigate to the Placement record and select the Rate Cards tab.
  2. Select Add Rate Card +.
  3. Complete the following fields:
    • Effective Date: The first day the rate card is in effect.
    • Earn Code: The earn code associated with the rate line.
    • Alias: User defined name for the rate line.
    • Pay Rate: The rate paid to the employee.
    • Bill Rate: The rate invoiced to the client.
  4. If necessary, select Add Rate + to add any additional rates.
  5. Select Save to confirm your changes.