The Reports > Payroll > Pay Rates and Rules report lists the rule groups and rate cards that have been assigned to each employee or Job in your entity. The report includes the Pay Rate, Oncost % and Charge Rate set for each rate.
To view the details of a rule or rate linked to an employee, click the + icon on the relevant report line.
To edit the rule or rate data associated with an employee:
Click the ‘Edit’ button to show the Rule Group, Rate Card, Pay Rate, Oncosts % and Charge Rate fields.
Select the rule or rate from the drop-down lists or enter the rate and oncost values that you would like to set, then
- Click Save.
You can also update this data in bulk.
Tick the checkbox for each employee you would like to update.
Click With selected jobs and fill in the fields.
The Pay Rates and Rules report shows the following data on-screen:
- Job Name
- Rule Group
- Rate Card
- Pay Rate
- Oncosts %
- Charge Rate
You can export the on-screen report in both .pdf and .csv formats.