Managing Client Rate Card Agreements

Client Rate Agreements are a simple approach to guarantee that contractual obligations for Jobs and Placements are honored. By using Client Rate Agreements, you ensure that the correct Earn Codes and Rate details are applied to the relevant Jobs and Placements for specific clients. This saves recruiters the manual effort involved in checking that placements are in line with contractual agreements. Follow the steps below to edit Client Rate Agreements.

Keep the following in mind.

  • If a Rate Agreement is no longer needed, it should be set to the status "Inactive" and a new Rate Agreement should be created.

  • If a Rate Agreement is edited after it has been applied to Jobs and Placements, it will not update on the existing Jobs and Placements. Updates to existing Jobs and Placements are manual.

  • Once the new rates have updated in BTE on the existing Placement(s), the system recalculates the Payable/Billable Charges and sends them back as "Ready to Pay" on the Payable Charges list and "Ready to Bill" on the Billable Charges list.

  1. Navigate to Menu > Companies ; then select the client company that needs to have a Rate Agreement set up.
    • You can also open the company record using Find.
  2. Open the Rate Agreements tab on the company record.
    • To open the record, select the ID number for the rate agreement that needs to be edited.
  3. Click on Edit.
  4. Update any details that need to be changed and set the Effective Date. This is the date where the updated agreement will start being used when matching jobs are created.
  5. Click Save.

You must have the appropriate user type entitlements to view, add and edit Client Rate Agreements. Contact Bullhorn One Support to review and adjust these settings.