You can use the Manage rates module to manage all your employee, site, combination, and branch pay and bill rates in Schedule Xpress.

In this article, we'll look into the following on Manage rates in Schedule Xpress:

Finding Manage rates

Pay rates and Bill rates

Group by in Manage rates

Add pay rates in Manage rates

Update rates in Manage rates

Delete rates in Manage rates

Pay rate lookup

Filters in Manage rates

Export rates in Manage rates

Add bill rates in Manage rates

Update bill rates in Manage rates

Delete bill rates in Manage rates

Bill rate lookup

Filters for bill rates in Manage rates

Export bill rates in Manage rates

Your Manage rates will be located on the command strip on the left edge in your Schedule Xpress.

The Manage rates icon will present as a dollar note.

You can toggle between Pay rates and Bill rates using the options at the top center of your screen.

You can use the Group by option to show your rates grouped by:

You can switch between the options using the dropdown arrow.

Let's look at some examples.

This section will walk you through the process of managing your pay rates in Schedule Xpress.

You can add pay rates within the Manage Rates module. The 'Add pay rates' option is located in the top-right corner.

Note: You can also access the 'Add pay rates' option under the wrench icon.

You can choose to add:

Note: When adding a pay rate, ensure that your payroll settings at the site level align with the selected pay rate type.

First, select the pay rate type you'd like to add.

Note: The available pay rate types will depend on your system setup. If you're unsure about this, please contact support.

Let's look at adding an employee pay rate.

Note: Site, Combination and Branch pay rates will require different data.

You'll need to define:

If you select more than one service, multiple lines will be created for each employee.

Once you’ve selected your employee(s), service(s), effective date, and rate, click 'Add # pay rates' to proceed.

Once the rates are confirmed, click 'Save' to complete the process.

You’ll need to decide whether to apply the rate to past and new shifts or just to new shifts. Here’s what each option means:

Once you make your selection, the rate(s) will be added to the employee's profile.

Once a pay rate is saved, you can update it at any time.

First, select the rate(s) you want to change by checking the box next to them. The 'Update rate' option will appear in the top-right corner. Alternatively, you can click the wrench icon and select 'Update rate.'

Note: You can update multiple rates at once by checking the boxes next to them.

The next step is to determine whether you want to replace, increase or decrease the existing pay rate(s).

You'll need to select:

The 'Replace with' option lets you select a new pay rate to replace the existing one.

To finalize the replacement, make sure to click 'Update # rates.

The 'Increase by' and 'Decrease by' options allow you to specify either an amount or a percentage for the adjustment.

To delete a pay rate, check the box next to it, then click the wrench icon (top-right) and select 'Delete rate.'

Note: You can delete multiple pay rates at once by checking the boxes next to them and following the same steps.

You'll be warned that this action cannot be undone if you click 'Delete.' If you wish to proceed, click 'Delete,' and the rate(s) will be removed.

The 'Pay rate lookup' feature allows you to find rates associated with:

Note: It also displays the pay rate rule applied at the site level.

Once you click 'Find rate,' the system will highlight any rates associated with your selections.

You can use your filters to help you search for specific rates by date, type, employee, site, or service.

The filters in Manage rates, are:

You can click 'Reset all' to clear all your filters at once. This option saves you the time of removing them individually.

You can export your rates by clicking the wrench icon (top-right), then selecting 'Export rates' and choosing either 'PDF export' or 'Excel export.'

Note: You can apply filters to export specific rates.

Let's look at some examples below.

This section will guide you through the process of managing your bill rates in Schedule Xpress.

You can add bill rates by clicking 'Add bill rates' in the top right corner of the page.

This option allows you to choose from the following bill rate types:

The available options depend on how your database is configured. For example, if your system is set to use only site bill rates, you will only have the option to add site bill rates. If multiple types of bill rates are in use, different options will be available.

Once a bill rate is saved, you can update it at any time.

To make changes, first select the rate(s) you wish to update by checking the corresponding box. The 'Update Rate' option will then appear in the top-right corner.

Alternatively, you can click the wrench icon and select 'Update rate.'

Note: You can update multiple rates simultaneously by selecting them with checkmarks.

The next step is to choose whether you want to replace, increase, or decrease the existing rate(s).

To do this, select one of the following options:

The 'Replace with' option allows you to select a new rate that will replace the existing bill rate.

To finalize the replacement, make sure to click 'Update # rates.'

Finalize the update by selecting the effective date for the new bill rate, then click 'Update # rates' to complete the process.

The 'Increase by' and 'Decrease by' options allow you to specify an amount or percentage to adjust the bill rate.

To delete a bill rate, check the box next to it, then click the wrench icon (top-right) and select 'Delete rate.'

Note: You can delete multiple bill rates at once by checking the boxes next to them and following the same steps as above.

You can use the 'Bill rate lookup' to find any bill rates associated with a specific date, employee, customer, site, or service. This feature makes it easy to locate and adjust the rate(s) you're looking for.

The 'Bill rate lookup' form will appear as shown below.

By entering the details and clicking 'Find rate,' the system will identify the corresponding rate.

You can use filters to help search for specific rates by date, type, employee, site, or service.

The available filters in Manage rates are:

You can click Reset all to clear all your filters immediately. Clicking this option saves you the time of removing them individually.

You can export your bill rates by clicking the wrench icon (top-right), then selecting 'Export rates' and choosing either 'PDF export' or 'Excel export.'

Note: You can apply filters to export specific rates.

Let's look at some examples below.

If you have any questions regarding the Manage rates module, then please contact support now!