Where Can Rates be Added?
There are several options of where Rates can be added. To understand how these rates interact click here.
Hourly rates CANNOT be backdated. To ensure hourly rates are implemented when required, make sure to update these fields prior to the start date requirement.
Organisation Minimum Hourly Rate
⚙️ Settings Menu → Settings → Entitlements → Minimum hourly rate
This ensures no one in your organisation is paid under the minimum legally required minimum hourly rate. It can be updated in advance of wage changes using the Date Selector tool, and is good to keep updated from a compliance perspective.
Employee Minimum Hourly Rate
People Menu → Employees → Employee Profile → Employment → Employment Details
This field applies a specific hourly rate to your employee. It can be updated in advance of wage changes using the Date Selector tool.
Role Employee Hourly Rate & Sales Hourly Rate
Roles can apply base hourly rates for different employee roles within your Organisation, and/or Invoicing rates. However, Roles do not have to have hourly rates or default sales hourly rates if this is not your chosen way to determine hourly rates.
Employees are required to have a Default Role, but can also have any number of additional roles.
If using Tātou’s Invoicing Feature, be aware that invoice lines will be created by Role.
Task Rates and Invoicing Rates
Tasks can have employee hourly and/or unit rates as well as invoicing hourly and/or unit rates. By applying rates to tasks Jobs created in the field app will pull through these rates depending on the rate type (hourly/contract/performance).
Note: If you have both hourly and unit rates on a single Task, and crew are working on Contract or Performance but require top ups - they will NOT be topped up to the Task Hourly Rate
If using Tātou’s Invoicing Feature, Invoicing Rates will automatically populate in Jobs that are added to the Invoice.
Pro Tip: To quickly update Task Rates. Run the Task Code EXPORT, add rates to the tasks you wish to add or update, then IMPORT on the Task Category Page. Just remember to switch the toggle to Update Existing Lines once you’ve added the file to the upload pop up.
When the Task of a Job is Changed in Tātou Office App, the Sales/Invoicing Rate for that Job does not automatically update to the New Task’s Rate. This must be edited in the Invoice after adding the Job to the invoice.
Job Rate
Employee’s who have permission to Set Job Rate as part of their Permissions Group are able to edit the Job Rate when the Job is created. This setting allows people who are creating the Jobs to either raise or lower the rates (hourly or unit rate) before syncing or submitting the job.
How Rates Interact
Employee’s will always be paid at the HIGHEST hourly rate when there are combinations of Rates contributing to their Hourly Rate Timesheet.