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Add a rate sheet to an employee

In this article, we explain how to add a rate sheet to an employee.

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Written by Lucy Robbie
Updated over a month ago

To link a rate sheet to an employee, follow these steps.

  1. Click HR, then click Employee.

  2. Click Find, then select the relevant employee.

  3. Under QuickLinks click Rate Sheet.

  4. Click the plus button and enter the relevant details.

  5. Select the Rate Sheet tab, then select the rate sheet.

  6. Click save.

Field

Description

From date

The date the rate sheet applies from.

Reason

The reason the rate sheet is being added.

Salaried

Select if the employee is salaried and enter the salary.

Days per week

Optional: Enter the days per week contracted to the employee.

Hours per week

Optional: Enter the hours per week contracted to the employee.

Enforced hours

Select if the hours entered in the hours per week field need to be enforced for rostering purposes.


Amend or set an employee's hours

  1. Click HR, then click Employee.

  2. Click Find, then select the relevant employee.

  3. Under QuickLinks click Rate Sheet.

  4. Select the relevant record.

  5. Set the maximum number of days and hours.

  6. Click save.

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