Before using Rate Management the user will need to set it up. To do this follow the steps below:
Set up the Attributes
Click Option then click Manager
Click General and then click Attribute Maintenance
Click the Position Attribute
Click Settings then click New Child.
Type the name of the attribute e.g. Nurse – Inner London.
Select one or multiple sectors.
Depending on who the user wants to be able to assign the attribute to, select the checkboxes for Allow Applicant and Allow Client and/or Allow Contact,
Add Grades e.g. Band 1, Band 2 etc.
Click Save.
Set up the Unique Positions
On the Attribute tab, under the position Master attribute, click the child attribute (i.e. Nurse).
Under Attributes, type the Description e.g. Nurse – A&E and click Add.
Set up Rate Management
Click Options
Click Manager
Click Master Types
Click Rates Management
Click New
Type a Contract Name e.g. NHS Framework 1 and an effective date for that rate
Click Save
Click the plus + icon, and select a Position by expanding the parent case and selecting an attribute e.g. Nurse – A&E and click OK
Select the Grade for the position.
Type a Start and End time for the Standard Rates
Type in all Mandatory Standard Rates.
Under Overtime Rates, click the plus + icon and select the Overtime/Other Rates, Days Applicable to, the Start/End time of the overtime hours and the mandatory rate fields
Click Save
Using Rate Management
Access a Client Record
Click Action then click Set Contract Rates
Select a Contract Rate.
When creating a new Job, on the Details tab, select the position for which the user has set up contract rates for and the grade. Once all mandatory fields are filled in click Save.
On the Contract Rates tab, select a Contract Rate. Once this is selected all rates will be pulled through.
🤓 Tip: In order for the contract rate to appear on the list, the charge unit needs to match the one on the contract rate on the Rate management.