Rates may vary depending on the site a guard is assigned for a shift. To set up the default rate for a site, click on the service rate name in the Site Rates tab which will allocate that service as default. You may follow the steps on setting up the Site Rate.
- Go to Organization then click Customer.
- Click the Site Rates
- You have the option to show it to all Site
- You can still select multiple site rates. You can click on the service rate name in the Site Rates tab which will allocate that service as the default. A green box will be visible when you select a service rate as the default rate for a site.
On the Sites Rates page, you can also edit rates per site.
- Go to the site then to the correct service group.
- Click Edit
- Change the service rates to rates that apply to that site
- Hit Save and apply the effective date
5. Under Actions you can do the following:
- Change effective date - always ensure that the effectivity date is not in conflict with what has been set in your invoice calendar to avoid errors
- View site rates history
Once you have set your site rate, the default will be pulled on the Sevice Selection section when you created a shift on the Schedule Page under that site. You can still see other site rates available and you can still choose a different rate if needed.
You can view further details on the Scheule page by clicking on Show Rate Details. A window will show the what service rate is being applied for a shift, what the rate is, how many hours is the rate being applied to, and the total charge.
