Tag Archives: employee details

Employee Charge Rates: Specific Rates

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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.

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Teams or Departments, Which should I use?

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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.

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Setting Up Employees: Part 1 Employee Details

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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.

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