Rate Card Feature

We are pleased to announce the addition of another feature to our extensive catalogue. This time, it’s a rate card, something we believe health and social care agencies will find particularly beneficial. Of course, other industries might also find it useful. Ultimately, it is available to everyone who might be interested in using it or simply trying it out.

The rate card function is a useful feature for managing placements that need multiple rates. It eliminates the need to add rates to placements manually. With our health and social care agency clients in mind, this feature allows you to create the rates once on a rate card, then reference this set rate card for the placement through the rates section.

How to Access and Use the Feature

To enable this feature, you must first activate the enterprise module. Follow this path: Setting > Subscription modules > Add-on modules. Scroll down until you locate the enterprise module and toggle it on.

Then, go to System > Rate cards > New rate card to create a new rate card.

During this process, you can then assign a name to the rate card, set the necessary rates and amounts. Click Update next to each entity, then click the final Update button under currency. With this, your rate card will be saved and ready to use.

To add the rate card to the job or placement, go to System > Placement > Job > Edit Job > Under the Rates tab, select your rate card, then click Update.

You can also perform this operation under the Rate and Billing tab on the placement. It will be found in a Rate Card drop-down.

Be Part of Future Developments

At Timesheet Portal, we are always looking for ways to give our clients as much value as we can. All of our updates and changes begin with you. Therefore, if you have any complaints, suggestions or would just like to provide feedback - we are waiting to hear from you.