Managing Placement Rate Card Versions

Overview

Over the course of a placement, an employee may receiving a raise or other pay/bill change. With rate card versions, you can add new rate information while still having a record or previous rates. This article contains information on how to add and manage different rate card versions.

Before You Begin

Before you can modify any Placement Rate Card version, you must have the appropriate combination of entitlements.

  • If you are unable to add or modify Rate Card versions, please contact Bullhorn Support to review your entitlements.

Steps

Adding a New Rate Card Version

  1. Navigate to the Placement record and select the Rate Cards tab.
  2. Select New Version +.
    • This option will only appear if there is an existing rate card for the placement.

  3. The system will create a copy of the current rate card.
    Edit the following fields as needed:
    • 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.

Viewing Rate Card Versions

  • From the Rate Card tab, choose the version of the rate card by selecting the Effective On date.