This page guides you through the process of creating Pay Rate Pricelist record.
These are the topics on this page:
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Introduction
Payrate records within Brevity are accessed through the Administration> 5. Pricelist sub menu. This record is essentially an internal payroll record used to define either the fixed, day or hourly rate of pay for one or more service types assigned into the pricelist by the organisation. An example of a standard payrate pricelist created and maintained by the organisation would relate with sleepover payments.
Additional Information
Payrate records once established within the pricelist are available for assignment within the employee profile pricelist field. The presence of a charge rate pricelist will impact the service cost associated with the client service. As opposed to using the $value listed within the hourly rate field, the service cost will be calculated using the rate associated with pricelist service type charge rate matched to the service schedule service type for the client service that the employee has been rostered to.
Creating a Payrate pricelist record
To create a pricelist, observe the following steps:
Select the Administration>Pricelists sub-menu to open the Service Type List page.
Click on the
button to open the New 5. Pricelists record page to create new pricelist.
Within the Name field, input a description that will be used to identify the pricelist.
This name will be used to identify the pricelist within the pricelist field on the employee profile.
Within the type field select the charge rate value from the drop down list to categorise the pricelist record. Select charge rate.
This value will make the pricelist available for selection within the pricelist field on the employee profile.
Within the Effective From date, either input in free text or select from the date picker the start date of the pricelist period.
Within the Effective To date, either input in free text or select from the date picker the end date of the pricelist period.
Click the SAVE button to create the pricelist record.
Within the Pricelist tab select the
Add New Record icon, located to the right of the percentage field to open the Select Service Types page.
Search for and select the service type records that are to be assigned into the pricelist, click the select button to update the pricelist.
To set the rate and rates for the Service record select the checkbox located to the left of the item number, to open the service line for editing.
Within the Rate type field select a value from the drop down list to set the unit type used to calculate the rate.
For charge rates the applicable rate type would include fixed, per day and per hour.Within the Rate fields
(rate, afternoon, night, Saturday, Sunday and Public holiday)input the rate applicable for the period.
Deselect the check box on the service line.
Click the SAVE button to update the pricelist record.
Click the CLOSE button to exit the page and return to the Pricelist List page.