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This page guides you through the process of creating
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Pay Rate Pricelist record.
These are the topics on this page:
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Percentage increases for service lines
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Adjust Activity Status of Pricelist Record
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Introduction
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Payrate records within Brevity are accessed through the Administration> 5. Pricelist sub menu.
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Navigating the Pricelist Form
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The following is an outline of the fields and objects that comprise the Pricelist page
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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
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the charge rate value from the drop down list to categorise the pricelist record.
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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
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Click the SAVE button to update the pricelist record.
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Click the CLOSE button to exit the page and return to the Pricelist List page.
Editing a Pricelist record
Edits to a custom pricelist can be made to the effective dates of the pricelist and the price lists charge rates associated with the service types.
Edits to the standard NDIS price lists that are delivered by Brevity are limited to effective end dates (in the absence of a new pricelist) the exclusion/inclusion of service types and service rate variations. It is important to note that when working with service type rates within the standard pricelist that the rate never exceeds what is listed within the NDIS price guide(set rates to the maximum but adjustments to a lower rate can be applied if the business supports this, however in doing so will have an impact for all client services that the utilise that pricelist ~ service type).
To edit the pricelist record, observe the following steps:
Select the Administration>Pricelists sub-menu to open the Service Type List page.
Within the search field input the particulars of the pricelist
Highlight the pricelist record that is to be edited and either click on the edit button or double-click on the Price List record. Edits undertaken against the Pricelist include:
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Pricelist name
✴Effective from and Effective To dates
✴Inclusion or exclusion of service types from the pricelist
✴Updates of the service type rates
✴Applying percentage increases to the individual service ratesClick the SAVE button to update the pricelist record.
Click the CLOSE button to exit the page and return to the Pricelist List page.
Percentage increases for Service Lines
To apply a percentage increase to one or more of the service lines that are in the pricelist record, observe the following steps:
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Select the Administration>Pricelists sub-menu to open the Service Type List page.
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Within the search field input the particulars of the pricelist
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Highlight the pricelist record that is to be edited and either click on the edit button or double-click on the Price List record.
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Enable the service line field that is to be assigned the rate increase.
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on the
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service line.
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Click the SAVE button to update
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Click the CLOSE button to exit the page and return to the Pricelist List page.
Deleting a Pricelist Record
Pricelist records MUST not be deleted under any circumstance. Please consult Brevity in the first instance, through the support desk. To remove a Pricelist record will impact client funding, scheduling and invoicing and employee shifts.
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Adjust Activity Status of a Pricelist Record
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the
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pricelist
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Observe the steps 1-3 as outlined under Edit the Pricelist record.
To deactivate the Pricelist record select the Deactivate button . Deactivating the record will set it to read-only.
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Click the CLOSE button to exit the page and return to the Pricelist List page
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Assignment of Pay Rate pricelists
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