Editing Job Rate Cards

This article contains information on how to update existing Job Rate Card information.

Editing Rate Cards vs. Creating New Rate Card Versions

  • Edit a Rate Card when you need to re-evaluate all time logged under the rate card since the effective date. This will impact historical data.
  • Create a new Rate Card Version when you need to add a new earn code to the rate card or have a rate change set for a particular date in the future.

For additional information see Rate Card & Rate Card Versions Best Practices.

  1. Navigate to the Job record and select the Rate Cards tab.
  2. If necessary, choose the version of the rate card to edit by selecting the Effective On date.
    • The Current version will be selected by default.
  3. Select Edit.
  4. Update 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.
  5. If necessary, select Add Rate + to add any additional rates.
  6. Select Save to confirm your changes.

If you are unable to complete the steps above, contact Bullhorn Support to review your entitlements.