This article helps you to add employees into Abtrac and set up Logins and passwords for them. You can also watch an ‘Abtrac Quick Tutorial:- Adding Employees and a Login’ in the Abtrac YouTube channel here.
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Employee Charge Rates: Specific Rates
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.
Current Employees
AbtracOnLine subscriptions are based on the number of current employees or users. These users are defined as being not only current logins, but also the number of current employees being managed through Abtrac. More details are here in our Terms.
You can add or amend users from the administration screen. If your current employees exceed your licensed users in Abtrac you’ll either receive a licensing notification, or hear from the support team directly to adjust your subscription. If you don’t need extra users, then you might just need to make some changes to your current employees.
Teams or Departments, Which should I use?
In Abtrac both Employees, and Projects can be assigned to a specific Team or Department for reporting purposes. The main difference is…
- A Team is assigned to an Office, and as such can be filtered in reports by office.
- A Department is a stand-alone group that both employees and projects from multiple offices can belong to.
Both groups can be created and maintained from the Administration screens.
Employee Cost Rates
To ensure your profitability reports are as accurate as they can be, it’s a good idea to review your employee cost rates regularly. The new year is as good a time as any to check your management data is up to date.
Setting Up Employees: Part 1 Employee Details
Employee records are stored in the System Management module under System Management > Administrator > Employees.
Here you can store information only accessible to Administrators, including contact details, charge and cost rates. This is also where you assign a timesheet hierarchy and other employee settings. Once you’ve entered Employee Details you’ll then need to set up user rights and log in details from the Edit Users screen.
