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Employee Details page: Charge Rates tab

Last modified 08:03, 24 Apr 2017
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This is where the amounts applicable to each employee are applied to the various charge rates used in your practice. All employees have a charge rate applied to them. These charge rates are then used to calculate the billable amount for a client, based on the time entered against them by an employee, multiplied by the chargeable rate of that employee (time x charge rate = billable WIP). The system has a standard charge rate, however an employee can have multiple charge rates.

NOTE

You also can use special rates to allocate non standard rates to specific assignments. This is done through the Rates tab in the Assignment page.

The descriptions for these multiple charge rate types are configured by your system administrator. These charge rate types are then available for selection within the Charge Rates tab. The actual dollar amount attached to these charge rates is configured here on an employee by employee basis. For example, the charge rate ‘Premium’ can be set up as a charge rate type by your system administrator. This rate is then selected for an employee in their Charge Rates tab and their Premium rate is set to $ £ 200. For another employee their ‘Premium’ rate can be set to $ £ 250 and for a partner it may be set to $ £ 350. The charge rates setup for each employee are then available for selection when time is being entered by them.

An employee's charge rates can be changed at any time. However, editing a rate in this tab will not update any timesheet entries that have already been created and are awaiting posting. These can be amended in the relevant Sheets window by overwriting the previous rate or reselecting a rate from the list box. It is recommended that the Start and End date fields are used when editing an employee's charge rates to clearly define when they are to be used.

Use the Charge Rates Notes area to record any additional information about the employee's charge rates.  For more on notes, click here.

NOTE

The charge rates column is only displayed when entering timesheets if the setting to display it has been turned on in the Sheets window. This is done in the Timesheet User Settings window.

Related Topics

About Employees

How to search for and open an employee

How to add or edit a charge rate for an employee

How to view a note

How to add, edit or delete a note


© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.

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