Setting up Staff Roles for Use with Role Rates
If your Rates differ depending on the Role of the staff person, then setting up Role Rates is the best way to structure the Rates in your system. This works only when your staff members can be given a single, defined Role - the naming of Roles is up to you, but there is a one-to-one relationship of a staff member to a Role.
Please review this article to learn how to set up Staff Roles, so that you can successfully use Role Rates for your work.
Allow Roles in the System
Choose the tab called Work, and click the boxes for both Role Rate and Staff Roles. Click Submit to save your changes.
Create the Roles
Pick 'Role' from the left hand side list, which will populate the editable area with any Roles you may have set up already. Use the Add New button to create new Roles. Click Save to keep your changes.
Please note that "No Role" is required in your system, but does not need to be associated to any of your staff.
Associate Staff to Role
Next, you can associate each of your Staff members to one of your newly forged Roles. Go again to the Admin menu, and choose Rate and Staff Management > Staff, Staff Rates and Permissions.
You will see that Roles has its own column, and any currently associated Roles. Click on the name of the staff member you wish to associate to a Role.
In the Edit Staff Edit screen, select a Role from the drop down list. Click Submit to save your changes.