Adding Job Rate Cards

Overview

The Job rate card can be added under the Job Rate Card tab. Each Job can have only one rate card.

Jobs that do not have a rate card yet will show a blank state when looking at the Rate Card tab.

When adding a job rate card:

• No fields are required.
• Each earn code can be used only once per job rate card version.
• If the system setting defaultEarnCodeGroup is populated with 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 users 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 rate lines will appear, populated with the overtime and double time earn codes. You must enter all 3 rates.

Steps

1. Navigate to the Job 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.

Please note: custom fields are not yet available on the Job Order Rate Card.