Set Up Charge Rates

  • Updated

Who this feature is for

  • Dashboard Users with access to Timesheet Codes in the Assignar Web App.
  • Those responsible for Payroll and reviewing Timesheets.

 

Charge Rates refer to the the amount of money you are billing/invoicing to your Client per hour, per week, etc based on hours worked. You can define a set of rules that adds different charge rates to your worker's approved Timesheet, so your clients can be billed accurately. 

 

To begin, set up your Timesheet Codes

These codes are typically kept in your accounting software. 

  1. Under Field Data, navigate to Timesheet Codes
  2. Click +Add New
  3. Fill in the Code and the Label (e.g. Code: 01, Label: Base Rate)
  4. Save
  5. Repeat until you've built your list of Timesheet Codes.

Timesheet_Codes.png

 

Next, set up your Charge Rate Groups

You can set up several different Charge Rate Groups:

  • Role Charge Rate Group
  • Project Charge Rate Group
  • Client Charge Rate Group

Note: a role charge group must be set up before setting up a charge rate group. Learn how to set up role charge groups in this article.

 

Set up a Role Charge Rate Group

Note: a role pay group must be set up before setting up a project or client charge rate group

  1. Go to Resources > Roles > select a Role
  2. Click on the pop-out icon () near the top-right of the slide-out window. This will open a new page with more settings
  3. Go to the Charge Rates tab
  4. Click +Add New Rate Group
  5. Add a Label (e.g. Level 1 Weekday Rate)
  6. Add the Priority number. This number will order the Charge Rate Groups when applied to a worker's timesheet. So, if you want it to appear first, add 1. 
  7. Click Add Item
  8. Select a code, description, units (hours worked), and rate (hourly charge rate)
  9. To add Allowances, tick the Inc box, so these are always added to every timesheet
  10. Click Save Group when finished

Set up Project Charge Rate Group

Note: a role charge group must be set up before setting up a project charge rate group

  1. Under Project Data, navigate to the Projects page
  2. Select a Project
  3. From the Project details page, go to Charge Rates tab
  4. Click +Add New Rate Group
  5. Add a Label (e.g. Level 1 Weekday Rate)
  6. Add the Priority number. This number will order the Charge Rate Groups when it is applied to a worker's timesheet. So, if you want it to appear first, add 1. 
  7. Click Add Item
  8. Then, select a code, description, units (hours worked) and rate (hourly rate of pay).
  9. To add Allowances, tick the Inc box, so these are always added to every timesheet.

 

Set up Client Charge Rate Group

Note: a role charge group must be set up before setting up a client charge rate group

  1. Under Project Data, navigate to the Clients page
  2. Select a Client
  3. From the Client details page, go to Charge Rates tab
  4. Click +Add New Rate Group
  5. Add a Label (e.g. Level 1 Weekday Rate)
  6. Add the Priority number. This number will order the Charge Rate Groups when it is applied to a worker's timesheet. So, if you want it to appear first, add 1. 
  7. Click Add Item
  8. Then, select a code, description, units (hours worked) and rate (hourly rate of pay).
  9. To add Allowances, tick the Inc box, so these are always added to every timesheet.

 

Editing Charge Rate Groups

  1. Navigate to the Charge Rates tab in the module you want to make edits (i.e. Client or Project page). 
  2. Find the Charge Rate Group you would like to make changes to 
  3. Click on themore_vert.pngicon > Edit
  4. Make changes to either the codes, description, rate or units. Or, add/remove an item 
  5. Save

 

Once this is set up, you can add Charge Rates to a worker's timesheet!

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