Employee Charge Rates: Specific Rates

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

It is 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:2020-09-16_graphic-for-employee-rates new

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

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

*Please Note that 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 would like more information on costs, then try either Employee Cost Rates or Scaled Cost Rates.

2020-09-16_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 Project Details >> Tasks >> Right Click on a task line 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”

2020-09-17_Project Tasks and subtasks

Project Activity rates

From Project Details >> 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.

2020-09-17_project details and project activity rates

Project specific rates

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

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

2020-09-17_project details employee project specific rates1 and 2

Client Activity rates

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

2020-09-17_details for project activity specific rates

Client specific rates

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

2020-09-17_details for project employee client specific rates

Default Employee Charge rate

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

2020-09-17_employee details default charge rate

Abtrac KB# 2072