Adding and managing default rates

You can add default rates to the system to auto-populate a rate field when creating a schedule based upon certain factors such as the role, client and staff.

The defaults rates you can add to the system are as follows and in order or precedence from lowest to highest:

• Global default rates
  • Add to Settings >  Staff Options > Staff roles with default rates and overtime
  • See: Staff roles with default rates and overtime
• Client default rates
  • Add to Clients > Manage > Rates
  • See: Clients > Rates
• Job default rates
  • Add to Shifts > Actions > Default rates
  • See: Job actions
• Staff rate card
  • Add to Staff profile > Rate card tab
  • You will be given the option to apply default staff rates when booking staff
  • See: Staff Rate card

To use a default rate when importing a schedule you must use '#' in the rate column. See: Creating a schedule import file