Edition: Professional, Business, Enterprise
User-level: Director, System Administrator
Staff Rates enable users to log timesheets against projects. These rates have a predefined charge value, which is applied to the project. The rates assigned to staff are also used when creating budgets and assigning staff as resources to projects.
This guide explains how to add Primary and Secondary/Additional Rates, ensuring your staff can accurately log the time spent on projects.
What is the staff rates tab?
The Staff Rates tab lets you assign primary and additional rates for each staff member, specifying which rates they can select when logging time on their timesheets.
Where is the staff rates tab?
Organisation drop down menu > Staff.
Click into the staff profile you would like to edit the rates of.
Employee menu > Staff financials > Rates
How to assign a new primary rate
Each staff record must have a primary rate assigned before they can log timesheets. This rate will default to each timesheet row they create.
Select a primary rate by:
Open the staff record > Employee menu > Staff financials > Rates
Check the box 'primary' against the default staff rate.
Save.
How to assign additional rates to staff
Staff often perform different types of work and require additional rates on their record. These extra rates can be used when logging timesheets. To add extra staff rates:
Open the staff record > Employee menu > Staff financials > Rates
Check the 'selected' box next to any additional rates that this staff member requires to use.
Save.
Tips!
Updating rates! - "After updating rates, Staff are getting an error when adding to timesheets" When updating or removing rates, if an old rate is removed before the staff member's timesheet is finalised, they may get an error saying the rate doesn’t exist. To prevent this, only remove old rates after the timesheet week has ended, and ensure the old rate is marked as "Selected" until then.
Primary Rate issue: If your rate keeps reverting to the primary rate after saving your timesheet, it’s likely because time was logged against an Internal Project, where only the Primary Rate can be used.
Stage-specific Rates: If no rates appear when adding time to a project, check that the staff member has the necessary stage-specific rates assigned. If not, either add their rate to the project or assign it to their record.