Roster Rates
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 Project page links these rates to the project.
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:
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 group your rates together. This can be used when you have multiple rates with the same charge amounts, but different pay amounts depending on who the worker is.
Note: You need to have 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.
