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This function is available from the Rate Templates option on the Administration MenuSettings Cog. When you select this option you will be presented with a list of rate templates that have already been created. An example of this is shown below.
Here it can be seen that a template has been created for the client AlsClient Network Workers and Chefs R Us. The template is called Driver and it contains templates are called Hourly Pay and Daily Rate and they contain standard rates for contractors performing the Driver rolethe chef role and working at Network Workers.
If you click on the Edit button you will see details of this rate template as shown below
Here it can be seen that this rate template contains two rates, Basic and Overtime. Client one rate, Day Rate. Click the Add Rate button if you wish to add an additional rate to this rate template. When creating a rate, select this option in exactly the same way as for creating a rate on a placement.
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If you wish to apply a rate template to a placement you should go to the Edit page for that placement. At the bottom top of the screen you will see button labelled Actions, click the drop down arrow and select Choose Rate from Template as shown below
When you click on this button you will be presented with the available templates as shown below:
Click on the Select button to apply the appropriate template. All rates on the placement will be replaced with the selected rate template. This will not affect any existing timesheets associated with this placement.
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