How Do I Add A New Staff Rate

This guide will show you how to add a new rate for a staff member. Staff rates store advanced information about the staff member, including financial and employee details.

If you are unable to complete any of the steps in this guide, you can use the Submit a request button at the top right of this page to contact our team for help.

1. Click Staff

   
    

2. Click the Edit icon for the relevant staff member.

   
    

3. Click the Rates tab 

   
    
4. Staff Rates
   This tab displays the staff member's existing rates in a table. To add a new rate, click the Add New Staff Rate button.
   
    

5. The Add Staff Rate page will be displayed. Many of the fields will be prepopulated with the current rate's values. 
   
   Effective From - The date this rate starts.
   Effective To - The date this rate ends.
   Weekly Required Hours - The minimum number of hours per week to be entered before the staff member can complete their timesheet.
   Hourly Cost Rate - The amount per hour it costs to employ this staff member.
   Hourly Bill Rate - The amount the staff member's time is billed for per hour.
   Office - Staff member's office.
   Department - Staff member's department.
   Job Title - Staff member's job title.
   Custom Working Week - Working weeks define the days a staff member can request time off. The default working week is Mon to Fri, you can set a custom working week for part-time staff.

   
    

6. Click the Save button after you have completed the fields to create the rate.
   A Staff rate cannot overlap with another rate for the same staff member. When a new rate is added, the previous rate automatically sets the Effective To date to the day before the new rate.