Establish a Pay Rate Pricelist

This page guides you through the process of creating and maintaining Pay Rate records.

These are the topics on this page:

Introduction

Payrate records within Brevity are accessed through the Administration> 5. Pricelist sub menu. The payrate 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.

Navigating the Pricelist Form

Click to expand and review the fields and objects that comprises the pricelist form

The following is an outline of the fields and objects that comprise the Pricelist page

Name: This field is used to input a description of the name that will identify the pricelist.
Type: This is a drop down field that lists the rate type for the pricelist. The options available are Charge rate or Pay rate. Charge rates are used to calculate the client service charge for the client service that uses the service type. Pay rate are used to calculate the service total payable to the employee for the client service that uses the service type.
Effective From: This field is used to input the effective start date of the pricelist. The effective from date can either be input in free text or selected from the calendar picker.
Effective To: This field is used to input the effective to date of the pricelist. The effective to date can either be input in free text or selected from the calendar picker.
Pricelist Rates: This section allows you to add the service types against the pricelist and to set the charge rates according to the service schedule (day, afternoon, weekends and public holidays) for the service types.

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 a value from the drop down list to categorise the pricelist record. Pricelist records can either be set as a charge rate (reflecting the rates charged for a client service) or Pay rate (rates payable to a support worker for delivering the client service). 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.

Editing a Payrate pricelist record

Edits to a custom pricelist can be made to the effective dates of the payrate pricelist and the charge rates associated with the service types. 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:
✴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 rates
Click 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 charge rate service lines that are in 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.
Enable the service line field that is to be assigned the rate increase.
Within the percentage field input the value that will reflect either the increase or decrease. A decease will be reflected as a negative value. Tab from the field to update the individual rate periods on the selected 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.

Deleting a Payrate 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 service costs associated with the client service.

Adjust Activity Status of a Payrate pricelist Record

To edit the activity status of a pricelist record observe the following steps:

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.
To activate the Pricelist record select the Activate button.
Click the CLOSE button to exit the page and return to the Pricelist List page.