Clients > Rates

Add default rates for your client that will auto-populate in your schedules. When adding a client default rate you have the following options:

• Name
  • For your own reference
• Roles (Mandatory)
  • Select the role or roles that this default rate applies to
• Default daily rate
  • Add the default daily rate for this client for the roles selected above
• Default hourly rates
  • Add the default hourly rate for this client for the roles selected above
  • Select the time period this hourly rate applies to
    • If you select less than a 24-hour period you can add another rate for the remaining time, this would be if you have a different day and night rate
• Subs
  • Add your default subs amount
• Additional/Bonus
  • Add the default additional/bonus amount
  • This is your custom field that you can custom label in Settings > Job options
• Expense allowance
  • Add the default expense allowance

These client default rates will:

• Take precedence over any default rates added globally in settings:
  • Go to Settings >  Staff Options > Staff roles with default rates and overtime
  • See: Staff roles with default rates and overtime
• Be superseded by default rates added to a:
  • Job
    • Go to Shifts > Actions > Default rates
    • See: Job actions
  • Staff rate card
    • Go to Staff profile > Rate card tab
    • See: Staff Rate card