How to Edit, Add, and Delete Pay Rates for Staff
This article reviews adding new pay rates and editing current pay rates.
To access pay rates, navigate to the staff profile you wish to edit.
Add New Payrate
Select Payroll from the staff members toolbar menu.
Scroll down to the Payroll section. This will be the last section on this page.
To add a new payrate click the Add New button on the right-hand side.
This will open the Service Add window.
Complete the required information.
- Select the Service Type (if you do not see the service listed, please add the service to their profile as an authorized service to provide.)
- Enter the wage rate.
- Enter the effective date of the wage (if the effective date of the wage is later than the start of the staff providing services this will cause issues with scheduling, please make sure your effective date is in line with the staff schedule)
* Important Tip: Field employees must have a wage for each service they are approved to provide. Without a wage you will not be able to schedule the employee.
Click Save when complete.
You will now see basic payroll information, including service, payrate, effective date, date expired (if applicable) and actions. (reference image above.)
Edit Current Pay Rate
To Edit a payrate click the blue Edit button in the action column of the payrate you wish to change.
From this window, you can update the wage by entering a new number, making the service & wage inactive, or setting an expiration date for the service & wage to become inactive at a future date.
Click Save to update the change.
Delete or Inactivate a Pay Rate
To delete or end a pay rate, click the red button with the trashcan symbol.
This will prompt you to confirm that you would like to remove the payroll item.
Click Delete to confirm.