Employee Charge Rates: Specific Rates

Employee Charge Rates in Abtrac can be as simple or as flexible as required.

It’s possible to enter unique charge rates for specific clients, jobs, projects, tasks, stages or activities. These unique rates will override the default charge rate for the specified employees (or in the case of activities the rates will apply for all employees)

Here’s how to ensure you have the right charge rates in the right location for your billing requirements.

There’s a bit of a hierarchy as to which rate is applied when, read on for details.

When entering a timesheet line the system checks for rates in the following order:

2072_graphic-for-employee-rates

When using specific rates as opposed to the standard charge rate it’s important to be sure the correct rate is applied.

Once a timesheet has been entered administrators can can edit the charge rate for any timesheet line from Bulk Edit Timesheets in either AbtracOnLine or Abtrac5.

*Please Note this article relates to Specific Employee Charge rates. To learn about Standard Charge Rates start here: https://support.abtrac.com/2017/02/16/employee-charge-rates/ 

If you’d like more information on costs then try either Employee Cost Rates or Scaled Cost Rates.


AbtracOnline

AbtracOnLine - Employee Charge Rates Hierarchy

AbtracOnLine – Employee Charge Rates Hierarchy

When entering a timesheet line the system checks for rates in the following order:

  1. Task Specific
  2. Project Activity
  3. Project
  4. Client Activity
  5. Client
  6. Employee

Task specific rates

From Projects > Project Tasks > Right Click for Sub Task details. Then enter a task specific charge rate for each employee.

Once Sub Task rates are entered you will also need to tick the option back in the Task screen in order to “Use Employee Sub task Rates in Timesheets”

AbtracOnLine - Task Specific Employee Rates

AbtracOnLine – Task Specific Employee Rates

Project Activity rates

From Projects > Project Activity Rates > Enter an activity charge rate for the current project. These rates will apply for all employees.

Any activity charge rates specified for the Client will also display.

AbtracOnLine - Project Activity Rates

AbtracOnLine – Project Activity Rates

Project specific rates

From Projects > Project Specific Rates > Enter an Employee charge rate for the current project.

Any Employee charge rates specified for the Client will also display.

AbtracOnLine - Project Specific Rates

AbtracOnLine – Project Specific Rates

Client Activity rates

From Clients > Activity Specific Rates > Enter an activity charge rate for the current client. These rates will apply for all employees.

AbtracOnLine - Client Activity Rates

AbtracOnLine – Client Activity Rates

Client specific rates

From Clients > Employee Specific Rates > Enter an Employee charge rate for the client.

AbtracOnLine - Client Specific Employee Rates

AbtracOnLine – Client Specific Employee Rates

Default Employee Charge rate

From Administration > Employees > Employee details you can enter a default charge rate.

AbtracOnLine - Employee Details


Abtrac5

In Abtrac5 the available rates and where they are entered differs slightly from AbtracOnLine.

When entering a timesheet line the system checks for rates in the following order:

  1. Task Specific
  2. Project Activity
  3. Project
  4. Client Activity
  5. Activity
  6. Employee

Task specific rates

From Projects > Project Tasks > Right Click for Sub Task details. Then enter a task specific charge rate for each employee.

Abtrac5-Task Specific Rates

Abtrac5-Task Specific Rates

Once Sub Task rates are entered you will also need to tick the option back in the Projects screen in order to “Use Employee Sub task Rates in Timesheets”

Abtrac5-Enable Task Specific Rates

Abtrac5-Enable Task Specific Rates

Project specific rates

From Projects > Rates > Enter an Employee charge rate for the current project. You can either specify a charge rate, or choose to calculate project specific rates based on a percentage of the default rate.

Abtrac5-Project Rates

Abtrac5-Project Rates

These Employee Specific Project rates can also be reviewed and updated en masse from System Management > Administrator > Employee Specific Job Rates.

Abtrac5-Update and Maintain Employee Project Rates

Abtrac5-Update and Maintain Employee Project Rates

Client and Project specific Activity Rates

From Projects > Rates > choose Specific Activity Chargeout Rates for Client.

These Activity Specific rates apply to all employees for the selected client, and optionally for all or selected jobs belonging to the same client.

Abtrac5 - Client and Project Activity Rates

Abtrac5 – Client and Project Activity Rates

Activity Rates

From System Management > Administration > Employee Specific Activity Rates you can specify charge rates by activities for selected employees.

Abtrac5 - Activity Rates

Abtrac5 – Activity Rates

Default Employee Charge rate

From Administration > Employees you can enter a default charge rate.

Abtrac5 - Employee Rates

Abtrac5 – Employee Rates

Abtrac KB# 2072