Rates for Kinds
JobBag allows considerable flexibility in what charge rate is used when entering timesheets on a job.
A Kind can have a special rate set to apply in certain circumstances.
Hierarchy of Kind Rates
JobBag helps you fill charge rates by asking itself the following questions:
Job Special Rate - Is there a special rate set for the job? If yes, use it; if not
Client Special Rate - Is there a special rate for the client? If yes, use it; if not
Employee Special Rate - Is there a special rate for the employee? If yes, use it; if not
Kind rate when kind is set to override employee rate - Is there a kind rate that is set to override the employee rate? If yes, use it; if not then the
Employee rate when kind is not set to over-ride the employee rate is used.
Note: It is possible to set rates at the "Role" level - and this rate will overside any special employee rates.
The above is reflected in the flow chart below:
Configure Job Special Rates
Highlight job and click on Rates.
Select one of the options
Change Charge Rates
Enter the new rate either for each kind or one default rate and tab out of the field. The new rates are in 'blue'. Click on 'save'.
Note: To remove a special rate, highlight it and delete it DO NOT TYPE IN 0 or the rate will be $0.00
The rates which have been changed.
Client special rate
Select client and click on the client tab.
Click on one of the three options - charge rates, cost rates or mark-ups.
In the example below we are setting the charge rates for the client and this rate will apply to all the client's jobs.
Change one of the charge rates
Enter the new rate and tab (not enter)
The new rate displays in 'blue'
When you click on save and select the only changed rates option, this is a quick way to see the rates that have been changed.
Employee special rate
Select an employee record and click on the Employee tab.
Click on the Employee rates tab:
You can see a special rate entered for CONS as it is blue text
Kind rate when kind rate is set to over-ride employee rate
When special rates have not been set up for jobs or clients or employees, JobBag uses the rates set on the Kind record if the kind record is set to override employee rate.
Employee rate when kind rate is not set to over-ride the employee rate
If, on the kind record, the "override employee/freelancer charge rate" is not set, JobBag will use the rate set for the employee in the employee record.
To find the rate set in employee record, click on the Employment/PAYG record or for a quick way, add the employee charge rate column to the employee worklist.
