I have a scenario where I have multiple projects and have around 10 employees working on each of these projects.
Now it is not mandatory that all these 10 employees would have a different rate for all these projects. Only 2 or 3 employees, lets say, would have a different rate whereas the rest would follow the standard rates. I came to know about the rate tables, rates types, rate lookup rules , but in case where I am looking to not upload the std rate each & every time whenever a new project is added. I am only looking to add a new rate for those employees who will not be going to follow the std rate. How can I setup the Amount calculation formula under Billing rule?
Thanks in advance.
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Hi Harry,
Are you doing Cost Plus billing (i.e. taking employee cost * markup or are you doing a Time based billing (i.e. taking employee hours * Rate)? I’m assuming you are not using the payroll module which can impact the labor cost side of things
For the Cost Plus Billing, I think you’d need to set up a new rate for each project/employee combination as there’s no way to group the projects on the Labor Rates screen.
In the below scenario I’ve got 3 employees A, B, and C. Both use the same inventory ID (Consultant). The Standard rate for a consultant is $150. Employee A always has a special rate - for Specific Projects its $200 and the rest of the time its $175. Employee B has a special rate of $200 for some projects, but the rest of the time is at the standard rate and employee C always uses the standard rate.
With the Rate Look-up above, I’d set up my rate tables as follows for my rate table and rate type:
Sequence
100
100
200
300
Rate Code
001
002
003
004
Rate
$200
$200
$175
$150
Employee
A
B
A
Project
1
2
Inventory
CONSULTANT
The system always goes through the rates following the rate lookup sequence in numeric order.
On Project 1, employee A will be at $200 (sequence 100, rate Code 001) and Employees B & C will be at $150 (Sequence 300, rate code 004)
On Project 2, employee A will be at $175 (Sequence 200, rate code 003), employee B will be $200 (sequence 100, rate Code 002) and employee C will be at $150 (Sequence 300, rate code 004)
On Project 3, employee A will be at $175 (Sequence 200, rate code 003) and Employees B & C will be at $150 (Sequence 300, rate code 004)
Hey @meganfriesen37 ,
Thank you for such a clear explanation. So we have the scenario where the ekmployees are recording their time sheets in Employee Time Cards. So as per your above explanation, under the billing rule, it will first check if there is any rate specified for an employee under any of the Projects Step 100, if not then it will check under Step 200? Please correct me if I understood it wrong.
Hi @Harry
Exactly! It will go through the various sequences and rates in order until it finds a rate that matches the combination of employee/project/item/etc.
or are you doing a Time based billing (i.e. taking employee hours * Rate)? I’m assuming you are not using the payroll module which can impact the labor cost side of things
