Rate Templates allow you to create a set of rates that can be applied to a placement. Rate templates are specific to a client, i.e. they cannot be shared between different clients. Rate templates are also currency specific.
NOTE: This feature is not available by default. If you would like this feature enabled on your system, please contact support.
...
This function is available from the System Configuration > Timesheets > Rate Templates option on the Settings 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 Network Workers and Chefs R Us. The templates are called Hourly Pay and Daily Rate and they contain standard rates for contractors performing the chef role and working at Network Workers.
...
Here it can be seen that this rate template contains 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.
...
If you wish to apply a rate template to a placement you should go to the Edit page for that placement. At the top of the screen you will see button Actions, click the drop down arrow and select Choose select ChooseRate 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 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.
...
If you wish to use a rate template on a brand- new placement, firstly save the placement with a dummy rate. The Choose Rate from Template button is only displayed after the placement has been saved.
...