Managing Client Rate Card Agreements

Overview

This article explains how to edit Client Rate 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 will 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.

Before You Begin

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

Steps

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.