If you have a complex arrangement of payment or charging conditions that you need to standardise, then a rate template will allow you to set this up once and use repeatedly. You can create several different templates to suit whatever number of arrangements you require.
An example for using a rate template would be when you have a requirement to pay out and charge for overtime, shifts, weekend work, allowances etc and want to set up the rules for how these get processed.
Please Note: For Integrations with ATS’s: We are able to use rate templates alongside an ATS integration and also directly within Expedo rather than having to set up certain rules and pay schedule each time you are creating a new assignment.
You can set up rate templates if you have administrator access.
Please Note: You must have the following items set up prior to being able to complete a rate template.
Companies - Company Details
Payroll Integration - Integrations
You can view & create Rate Templates for your company by navigating to:
Timesheets → Rate Templates
If you are an administrator for several companies, you can view Rate Templates in:
Administration → Rate Templates