Pay Classes are valuable tools for tracking and setting employee pay and bill rates. They can be customized for each employee or used universally.
It works by first setting up positions. You can create position templates with the pay classes already set up so that when you add a new position to an employee, they automatically have the same pay rates. You can also easily customize and adjust these positions and their corresponding pay rates if needed after they have been added to an employee.
*Note: Once a position with a pay class has been added to an employee's profile, any changes or adjustments to the pay class made for that position in the employee's profile will only be applied to that employee.
Setting Up a Pay Class on Position Template
Go to your account settings and then the Positions sub-tab
Create a position or select an existing one to set up the pay class
Toggle "Use Pay Classes" and click the yellow plus button to add a pay class.
4. Name your pay class and enter the bill rate, the pay rate, and the burden if necessary.
5. Don't forget to save!
Every time you add this position to an employee profile, the pay class with the bill and pay rates will be added.
Setting Up a Pay Class in an Employee Profile
If a position has already been added to the employee profile, you can edit the pay class.
*Note: Once a position has been added to an employee's profile, any changes made in the position template will not be applied to the position attached to the employee's profile.
Go to the Employees tab and select an employee.
Open the Positions tab in their profile and select the position where you want to add the pay class.
Toggle "Use Pay Classes" and click the yellow plus button to add a pay class.
Name your pay class and enter the bill rate, the pay rate, and the burden if necessary.
Don't forget to save!
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