Manage Rates


With Manage Rates there is now one centralized location to organize and manage your various rates. 


Giving access to users within Akken

 

Any users that will oversee and handle your rates will first need access to the 'Manage Rates' screen.

 

·    Go to Admin - User Management and click on the user preferences icon next to your employees name


·    Check off 'Manage Rates'


·    And then click on 'Update'

           


     How to Manage Rates


Go to Admin - Manage Rates - Regular, PerDiem, OverTime and DoubleTime rates are entered by default. Note: Regular and PerDiem are default rate types which cannot be edited or deleted.

· 

     To update Regular Pay/Bill rate information, click on the respective radio button.



·    To update the default OverTime/DoubleTime rate double click on OverTime/DoubleTime from the grid.

    

     


·   In the dialog box you will enter in the following information for your OverTime/DoubleTime rate:

Pay Rate Value - Your OverTime/DoubleTime pay rate can automatically calculate for you based on the information you enter in the 'Regular Pay Rate X' field. For example, if OverTime/DoubleTime is one and a half times the pay rate enter 1.5 for 'Regular Pay Rate X' and then decide if it is 'Billable' or 'Non-Billable'.

Allow users to overwrite? If checked you will allow

Bill Rate Value - Your OverTime/DoubleTime bill rate can automatically calculate for you based on the information you enter in the 'Regular Bill Rate X' field. For example, if OverTime/DoubleTime is one and a half times the bill rate enter 1.5 for 'Regular Bill Rate X' and then decide if it is 'Taxable' or 'Non-Taxable'.

Allow users to overwrite? If checked you will allow

·  

    Once information is entered, click on 'Update'

    

    To add a new custom rate type such as holiday, vacation, etc., click on 'Add New Rate Type'


·   In the dialog box you will enter in the following information for your new rate type:

Rate Name - Holiday, Vacation, etc.

Pay Rate Value - The pay rate will automatically populate for you based on the information you enter in the 'Regular Pay Rate X' field. For example, if your new rate type is the same amount as your regular pay rate enter 1 for 'Regular Pay Rate X' and then decide if it is 'Billable' or 'Non-Billable'.

Allow users to overwrite? If checked you will allow

Bill Rate Value - The bill rate will automatically calculate for you based on the information you enter in the 'Regular Bill Rate X' field. For example, if your new rate type is the same amount as your regular bill rate enter 1 for 'Regular Bill Rate X' and then decide if it is 'Taxable' or 'Non-Taxable'.

Allow users to overwrite? If checked you will allow

· 

Once information is entered, click on 'Add'

Please note: Checkbox(s) are disabled with the corresponding Rate Type(s) are associated with any Job Order(s) or any Assignment(s). Such rate types cannot be deleted.

 

How to use your rates

·

    Go to CRM - Job Orders and click on 'New'


Next select a 'Job Type'


·   Then scroll down to 'Billing Information'

    



Enter in the amount of your 'Regular Pay Rate' and 'Regular Bill Rate'. Your 'Margin' and 'Markup' will automatically calculate for you. Your OverTime/DoubleTime rates will populate based on what you setup in 'Manage Rates'

·   If you allow users to overwrite your OverTime/DoubleTime rates, they will be able to change any information in the above section.


Custom Rates


To add another rate to the job order you will now use custom rates. Click on the custom rate link

 

Select rate from drop down, click add and click on save.

The amount that displays is based on the information that is setup in Manage Rates and the Regular Pay/Bill Rates.

     


·    If you allow users to overwrite your 'Custom' rates, they will be able to change any information in the above section.

·   To remove a custom rate click on the red 'X'

 

Note: You can also perform the above steps on the Placement Details Screen and Assignments. Any information that you populate in the billing section of a job order will flow through to back office assignments, time sheets and invoices.