How to Add a Rate Card

A rate card is assigned to particular clients and you are able to add in Rates for different job categories then you are able to apply these to your assignments to save on time entering rates, also these will automatically appear if entering a manual timesheet

To add this you need to go to add job categories first 

• Reference data
• Job Categories
• click add new then just add the name e.g RMN Band 5
• then go to client entry

• Select Rate Card
• Add new 

The Job category is a dropdown menu and so id the rate code,billing unit 

Adding a sequence will make this item show up first on the rates and if manually entering a timesheet the sequence will show in this order when you complete your timesheets. 

Once they are all added they will be available to add to an assignment

You then need to use the dropdown to select the job category

it will then load the relevant rates in the sequence you selected see below

Then this will also be available if you add a manual timesheet 

Go to Timesheet - Incoming Timesheet Images then complete as per screenshot

You will then add the relevant hours and the zero hours will remove themselves.

The process is then complete.