Rates tab

This Help File Page was last Modified on 03/23/2019

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Rates tab

This Help File Page was last Modified on 03/23/2019

The Rates tab on the Employee Form must be completed when starting either the Service Tracking System and/or the Inventory Tracking & Job Costing System modules.

The Employee must be assigned the Type of Technician (or All) before you can access the Rates tab.

See the Employee Form - Technician Updates and the General Maintenance Service & Miscellaneous Options chapters for complete information on how to properly establish a Technician for the Service Tracking System.

 

Enter the Pay Rate(s) and Bill Rate(s) and the related Description(s) for this Employee.

Locate the Employee record to which you want to assign Rates.

Click on the Rates tab.

 

HelpFilesEmployeeRates

Employee Form - Rates tab

 

Note: Your keyboard's Insert (to start a new entry on this tab), Delete (to remove an existing entry on this tab); plus the Ctrl+S combination (for Save) is also implemented.

 

Click the HelpFilesNavigationMenuNewIcon on the dedicated Navigation Menu located below the Rates tab

Description - Enter a Description (of Work) for this Rate.

Pay Rate - Enter the Employee's actual Pay Rate.

Bill Rate - Enter the Employee's normal Billing Rate related to this Description of Work.

Consider defining a "Warranty" Pay Rate for the Technician which would have the appropriate Internal Pay Rate but a Bill Rate of $0.00

In this manner, when Completing a Service Request, the "Cost" and "Hours" of Labor that was required may be properly tracked and a No Charge Invoice could be sent to the Subscriber indicating what was done, but that there would be was no charges to them.

 

HelpFilesEmployeeFormRatesTabWarrantyPayRate

 

Click the HelpFilesNavigationMenuSaveIcon to record this entry.

Repeat as appropriate.

Consider creating a "Warranty" Pay Rate for the Technician which would have the appropriate Internal Pay Rate but a Bill Rate of $0.00

 

Copying Rates to Selected Employees:

If you enter Rate information that is appropriate for several other Technicians, use the Copy Rates to Selected Employees function.

Click the Copy Icon on the dedicated Navigation Menu located below the Rates tab

 

HelpFilesCopyRatesIcon

Selected - Check the appropriate Employee Name(s) in the Select Employees dialog.

 

HelpFilesSelectEmployeeFrom

Select Employees dialog

 

Click OK.