Employee rates define what an employee's time costs the organization and what that time is billed to a client. You can set a general rate and override it for a specific client.

Open employee rates #

1. Open Admin, Employees.
2. Open the employee.
3. Open Employee Rates or the equivalent rate section.
4. Review the employee's general and client-specific cost and billing rates, including their effective dates.

Add a general rate #

1. Select the action to add a rate.
2. Choose the general rate option, or leave the client blank if the page identifies general rates that way.
3. Enter the effective date.
4. Enter the correct cost rate and billing rate.
5. Select Save.

Add a client-specific rate #

Use a client-specific rate only when the employee should have a different rate for work billed to one client.

1. Add a rate.
2. Select the client.
3. Enter the effective date, cost rate, and billing rate.
4. Select Save.

Review rate priority and history #

Different rules apply to cost and billing rates, and MindSalt checks them in a specific order. Changing an employee rate affects time saved on or after its effective date. It does not automatically recalculate time entries that were already saved.

See How cost and billing rates work before changing rates stored on existing entries.

Related articles #

• Manage employee types and status
• Create and manage projects
• Create and manage project tasks
• How cost and billing rates work