Administrators can set invoice rates for each roster as dollars per hour or dollars per shift. This is optional:
If rates are not set by the roster administrator then each user who wants to send invoices must first set their own. This is more flexible, for instance if different rates apply, but can result in errors if the users do not set the correct rates.
If the rates are set by an administrator then this will apply no matter the rate set by each users. This reduces errors and is more convenient for users, but cannot be used if there are any users who are allowed to use a different rate.
Before you can set invoice rates, first make sure that invoicing is enabled for each roster. See instructions here.
To set roster rates
Rates are set under the Admin page on the Roster menu, Roster Rates (A).
You can filter by roster group, roster, and active/future status to find the relevant details (B). On this page you can see the rosters, the days that the rates apply (e.g. if the weekend rate is different to weekdays), the rate, and the date range over which the rate applies (e.g. if there was an old rate that no longer applies).
Click Add (C) to enter a new rate
Click Edit/Delete to edit or delete an existing rate (D). Note that you cannot delete a rate one it has been used. Instead you need to edit the rate and set an end date.
Adding, editing or ending an invoicing rate
Set the name of the rate (E) that will appear on the invoice (e.g. 'Cardiac PH')
Define the rates (F). You can set different rates for different days (e.g. weekdays, weekends and public holidays). You can also set different rates that will only apply to shifts (e.g. every Sunday). HosPortal uses rates that are excluding GST and will automatically add GST to the final amount.
Define the date range over which the rate applies (G). You need a starting date but do not need to define an end date.
Click Save once you are finished.
If you want to end a rate, use the 'End date' field (G) to set the last date that the rate applies.
If you have different rates for different days then you may need to add further rates for the different days by using the Add function (C) on the roster admin page.
