Page Comparison

An employee's cost rate can also be changed from the employee screen. This cost rate can be defined by an effective date and a reporting type.

To set up an employee's cost rate:

1. Click on Admin
2. Click on Organizations to expand it
3. Click on Employee
4. Find the employee you want by either
5. Entering either their first or last name in the search box at the top next to the magnifying glass and the word Reset.
Entering search criteria in the Advanced Search on the right On the left side of the screen, click the arrow Image Added to expand the Organization menu.
6. Click Employee
7. Search for the employee using the filter icon Image Added on the right-hand side of the screen.
8. Click Apply to retrieve your result.
9. Click on Select the employee .Click and click on Cost Rate on the bottom half of the screen.By default, one cost rate frame will be present. Click inside the Effective Date and enter  tab.
10. Click the Add button Image Added in the toolbar.
11. Fill in the following fields:
    
    1. Effective Date - Enter a date you would like this cost rate to take effect. The date has to match the beginning of a timesheet period.
12. Click inside the Cost Rate and enter the cost rate.
13. Click inside the Reporting Type. A drop-down box will appear with the available reporting types. Select the one that corresponds with this particular employee/cost rate.
14. Click Save All to save this new cost rate.
15. 1.  
       1. NOTE: If the users start date is after the period start date, the effective date must still match the beginning of the timesheet period. The cost rate will need to be entered prorated. For the next period, enter the next period start date and enter in the full cost rate. 
    2. Currency - Select a currency the users rate is based on. 
    3. Cost Rate - Enter the employee's cost rate.
    4. Rate Type - Select the Reporting Type that corresponds with the employee's cost rate. The drop down box will show you all the available Reporting Types that have been set up.
16. Click the Save button to save the record.

* Indicates a required field

If you want to add additional cost rates for this employee, click on Add Add Image Added. On the other hand, if you wish to delete a particular cost rate for the employee, click on Delete to Delete Image Added to remove that cost rate.