You have different charge rate rules based on the hours worked. Keeping track of these rules are now easier than ever with Charge Rates in Assignar.  

There are many different ways to apply Charge Rates in Assignar. Below we explore how to add charge rate groups and the different modules you can create them in.

Add Charge Rate Group

The way you add a charge rate group is the same every time. 

  1. To get started you need to set up your different pay rate codes. To do this go to Timesheets & Dockets > Timesheet Codes 
  2. Click Add Rate 
  3. Add in the code and the label. i.e. Code - 01, Label - Base Rate 
  4. Click Save, repeat this step with all your codes

The next step will be to add the Charge Rate Group under the different modules, we have outlined how to do this below per module 

Add Project Charge Rate Group

  1. Go to Projects > Select [Project Name] > Edit 
  2. Select Charge Rates 
  3. Click Add New Rate Group 
  4. Add in the Label of the rate group i.e. Level 1 Weekday Rate 
  5. Add the Priority number in. The priority number is what order the charge rate group shows up when you apply charge rates to a user's timesheet. If you want it to appear first add 1. 
  6. Click Add Item to put in the first charge rule. You must select a code, description, units (hours worked) and rate. 
  7. Repeat this step as many times as applicable 
  8. If you are adding allowances, tick the Inc box so these are always added to every timesheet.

Add Client Charge Rate Group

  1. Go to Clients > Select [Client Name] > Edit 
  2. Select Charge Rates 
  3. Click Add New Rate Group 
  4. Add in the Label of the rate group i.e. Level 1 Weekday Rate 
  5. Add the Priority number in. The priority number is what order the charge rate group shows up when you apply charge rates to a user's timesheet. If you want it to appear first add 1. 
  6. Click Add Item to put in the first charge rule. You must select a code, description, units (hours worked) and rate. 
  7. Repeat this step as many times as applicable 
  8. If you are adding allowances, tick the Inc box so these are always added to every timesheet.

Add Task Charge Rate Group

  1. Go to Task > Select [Task Name] > Edit 
  2. Select Charge Rates 
  3. Click Add New Rate Group 
  4. Add in the Label of the rate group i.e. Level 1 Weekday Rate 
  5. Add the Priority number in. The priority number is what order the charge rate group shows up when you apply charge rates to a user's timesheet. If you want it to appear first add 1. 
  6. Click Add Item to put in the first charge rule. You must select a code, description, units (hours worked) and rate. 
  7. Repeat this step as many times as applicable 
  8. If you are adding allowances, tick the Inc box so these are always added to every timesheet.

How To Edit Charge Rate Groups

From time to time you could have changes in your charge rate groups. Here is how you make edits to the charge rate groups in Assignar. 

  1. Go to Charge Rates in the module you want to make the edit in. 
  2. Find the rate group you would like to make changes to 
  3. Click on the context menu on the right (The 3 dots) 
  4. Click Edit 
  5. Make changes to either the codes, description, rate or units. Or add/remove an item 
  6. Once you've finished making changes click Save. 

 

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