VISION: Establishing Rate Differentials

In this article we will go over how to establish rate differentials. 

This function provides for the creation of separate Billing and Payroll Rates/Factors for a particular shift.  

Hours during this time period will be considered Rate Differential pay in the appropriate column on reports.

• Division Settings
• How to Create the Rate Differential Master
• How to Edit the Rate Differential at the Location Master
• How to Add a Rate Differential
• How to Delete a Rate Differential
• How to Edit a Rate Differential

Division Settings

1. Select Division Settings from the Tools Menu.
2. Select System tab.

Select options (Update Time & Update Rate)

How to Create the Rate Differential Master

1. Select Rate Differential Master from the Masters menu.
2. Click New.
3. Enter Rate Diff

4 .Uncheck the Default Box if you do NOT want this Rate Differential to automatically apply when any new Locations are created.

5. Enter FACTOR or RATE for billing/payroll.

6. Click A prompt displays asking if you want to insert into all locations.

• If you select YES then the rate differential will be assigned to all existing Locations. They may be edited/removed at the applicable Locations.
• If you select NO, the rate differential must be manually assigned at the applicable Locations.

Note:  The Effective Date is entered at the Location Master.

NOTE: For Rate Differentials to be automatically assigned to any new Locations, the Default Box must be checked.

(See Step 4 above)

How to Edit the Rate Differential at the Location Master

If the rate differential master has been created, you can add or delete an individual rate differential at the Location.  You can also add the Effective Date and edit the billing/payroll factors and rates.

Select Rate Differential from the drop-down menu at the bottom of Location Master.

How to Add a Rate Differential

1. Click New.
2. Select a Rate Differential.
3. Enter Effective Date
4. Click Save

How to Delete a Rate Differential

1. Highlight a Rate Differential.
2. Click Delete

How to Edit a Rate Differential

1. Highlight a Rate Differential.
2. Click Edit.
3. Make the appropriate changes.
4. Click Save