Roster rates are set in the Admin page -> Rosters menu group.
Click here to go to the roster rates page. 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);
You can filter by roster and roster group to find the relevant details
Click on Add to enter a new rate;
Click Edit/Delete to edit or delete an existing rate (D). Note that you cannot delete a rate once it has been used. Instead you need to edit the rate and set an end date;
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.
Adding, editing or ending an invoicing rate
Set the name of the rate that will appear on the invoice (e.g. 'Weekday rate');
Select the roster or roster group to which the rates apply. The roster rate can be set to per hour or per shift;
You can set different rates for different days (e.g. weekdays, weekends and public holidays);
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. 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