Difference between revisions of "Roster Rates"

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(Rate Groups)
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[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
  
[[File:Menu_rosterrates.png]]
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[[File:roster_rates1.jpg|300px|alt="a screenshot of the roster rates button from the admin menu"]]
  
  
Roster Rates are used with the [[Modules| Invoicing Module]] to setup all of the rates that are available to the Roster Module.  Please note that the [[Roster Rates in Project]] page links these rates to the project.
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Roster Rates are used with the [[Modules| Invoicing Module]] to setup all of the rates that are available to the Roster Module.  Please note that the [[Roster Rates in Projects]] page links these rates to the project.
  
  
[[File:RR_SW_1.png|900px]]
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[[File:roster_rates2.jpg|700px|alt="a screenshot of the list of roster rates."]]
  
  
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When entering a new rate you have a lot of charging options:
 
When entering a new rate you have a lot of charging options:
  
[[File:RR_SW_2.PNG|900px]]
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[[File:roster_rates3.jpg|700px|alt="a screenshot of the rate entry page"]]
  
  
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These allow you to charge for cases where a job may be cancelled or not completed. Depending on your cancellation reason chosen, the job will be charged and paid to the worker as the rate dictates.  
 
These allow you to charge for cases where a job may be cancelled or not completed. Depending on your cancellation reason chosen, the job will be charged and paid to the worker as the rate dictates.  
You can also add an admin fee if needed.  
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You can also add an admin fee if needed.
 
 
 
 
  
 
==Rate Groups==
 
==Rate Groups==
  
Rate groups allow you to have different rates of pay for the worker depending on which contract they are on.
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Rate groups allow you to have different rates of pay for each worker depending on which contract they are on. [[Maintain Contracts|A contract]] is selected for each worker in their Matching Criteria tab. You can also have new rates applied at a specified date, this is used for future pay changes. If a worker is not on a contract then the group default rate will be used.
 
 
'''Note: You need to have [[Maintain Contracts|a contract]] selected for each worker in their Matching Criteria tab. '''
 
 
 
In the example below, there are 2 rates combined into one group. There are two contracts, one for PSA 1 and another for PSA 2. Both have a £5 charge so the rate group has been named £5 charge. You also have to choose a default rate- if the worker isn't on a contract, this will be the rate that it defaults to.
 
 
 
Once this has been set up, it needs to be linked to the project (see [[Roster Rates in Projects]]). Once this is done it will appear in the list of rates selectable against a plan or job.
 
  
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The example below has use two rates, one for home workers (set as the default rate as well) and one for supervisors.
  
[[File:RR_SW_3.PNG]]
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[[File:roster_rates4.jpg|alt="a screenshot of the roster rate group entry page."]]
  
  

Latest revision as of 16:29, 16 February 2024

Helpheader small.png

"a screenshot of the roster rates button from the admin menu"


Roster Rates are used with the Invoicing Module to setup all of the rates that are available to the Roster Module. Please note that the Roster Rates in Projects page links these rates to the project.


"a screenshot of the list of roster rates."


To edit an existing rate click on the rate name. If you want to enter a new rate, click on "Enter New Rate" at the bottom of the screen.


Entering a new rate

When entering a new rate you have a lot of charging options:

"a screenshot of the rate entry page"


Standard Charges

This lets you choose how the job is charged. The three options you have for roster jobs are:

  • Hourly - This will charge the client at an hourly rate- if you use the Call Round app, this will charge on the actual time as logged by the worker on their app.
  • Based on planned time - This is for Call Round users- If you want to charge and pay on the planned time for the job.
  • Fixed - This is a fixed charge, which ignores any time spent on the job.

Travelling Charges

These allow you to charge and pay for mileage performed during the job or getting to the job. You can also charge for the time taken.

Non-Standard Charges

These allow you to charge for cases where a job may be cancelled or not completed. Depending on your cancellation reason chosen, the job will be charged and paid to the worker as the rate dictates. You can also add an admin fee if needed.

Rate Groups

Rate groups allow you to have different rates of pay for each worker depending on which contract they are on. A contract is selected for each worker in their Matching Criteria tab. You can also have new rates applied at a specified date, this is used for future pay changes. If a worker is not on a contract then the group default rate will be used.

The example below has use two rates, one for home workers (set as the default rate as well) and one for supervisors.

"a screenshot of the roster rate group entry page."



Helpheader small.png