Rates

The rates section allows you to add or update rates for the tool. These values are used in the calculation of charges, contracts and invoices.

If your rates are mentioned in any of the messages associated with the application, you'll need to update the message separately when you change the rates.  

Adding a new rate

To add a new rate, you need to:

  1. Login to the application
  2. Select the "Configuration" button on the main toolbar
  3. Select “Rates” in the configuration menu at the right of the screen
  4. Then, select the "Create Rate" button in the Search Criteria box

    The rates screen with the create rate button highlighted

This will take you to the "Add Rate" screen. To edit the rate, you can:

  1. Enter the date the rate becomes effective (the new rate will automatically override older rates)
  2. Select the type of rate (Your available options may vary based on customizations)
  3. Enter a price (This is the charge per hour)
  4. Check the “Statutory Holiday” box if applicable
  5. Select the "Save" button at the bottom of the screen to complete the process.

Statutory holiday rates

Statutory holiday rates override other rates if the request falls on a statutory holiday. These rates apply only to statutory holidays so resources will require a non-statutory rate as well.

Updating a rate

To update an existing rate, you need to:

  1. Login to the application
  2. Select the "Configuration" button on the main toolbar
  3. Select “Rates” in the configuration menu at the right of the screen
  4. In the Search Criteria box, select the year the rate came into effect and click the “Search” button

    The rate screen with the search button highlighted

From the search results, Select the "Update" button to the right of the target entry. This will take you to the "Update Rate" screen. Make any changes needed and select the "Save" button at the bottom of the screen to complete the process. 
Rate search results with the update button highlighted