Staff roles with default rates and overtime

Go to Settings > Staff options > Staff roles with default rates and overtime

You can add and manage your staff roles here. The following options are available when adding a role:

• Name
  • This is the main name of the role that you will see throughout the system
• Short name
  • This makes it quicker and easier to allocate a role to the schedule import.
  • It saves time and reduces errors by entering a short name instead of a full name
• Gender
  • When allocated this will only allow those genders to see and apply for that role in the staffarea, and for only that gender to be booked onto that role
• Badge colour
  • Add some colour to your role badges throughout the system
• Hide in schedule
  • If you no longer require this role you can hide it by ticking this checkbox
  • You cannot delete a role if it has been used in a schedule

On the roles list, there is a button to add and manage default Rates & Overtime for your roles

• 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 24 hours you can add another rate for the remaining time, this would be if you have a different day and night rate
    • If a shift added to the schedule shares both hourly rates, the hourly rate you will see will be an average based on the hours of each hourly rate
      • Note that shift breaks for shifts that have multiple rates will always be considered paid. Unpaid breaks cannot be determined as to which rate to be placed into.
• Subs and expenses
  
  • 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
• Overtime (only for daily rate)
  
  • When the shift is over total hours:
    • Add the number of hours that must pass to trigger an additional rate per hour
  • Overtime amount (per hour)
    • Add the new hourly rate that is triggered when the shift passes the number of hourly added to the previous field
    • If these overtime fields are filled, the system will auto-calculate the total shift rate including overtime.

These global default rates will be superseded, in the following order, by default rates added to a:

• 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