Managing products effectively ensures staff members, clients, and rate sheets stay aligned with the services your organisation provides. Keeping products updated also helps prevent issues such as staff appearing inactive or incorrect rates being applied.
Add a new product
To add a new product, follow these steps:
Go to Setup, then click Products.
Click Add.
Enter description details.
Complete VAT rate, NC codes, tax code and paycode as needed.
Select Rostered and/or NMW, if required.
Select the checkbox on the left.
Click Save changes.
📌 Note: The product must also be added to the relevant charge and pay rate sheets.
Add a product to a charge and pay rate sheet
To add a product to a charge or pay rate sheet, follow these steps:
Click Setup, then click Rate sheets.
Choose the required rate sheet.
Click Add and select the product.
Select applicable days.
Set times, or leave 00:00.
Add rate banding if needed.
Enter rate per hour and any minimum amount.
Select the checkbox, then click Save changes.
📌 Notes:
Adding to a charge rate sheet makes it available for clients.
Adding to a pay rate sheet makes it available for staff contracts.
Add a product to a staff contract
To add a product to a staff contract, follow these steps:
Click Staff, then click on the relevant staff member.
Click Contracts, then click Rate sheet.
Click Change next to pay rate sheet.
Select the product.
Click OK, then click Save changes.
📌 Note: Staff appear inactive if no products are selected for their pay rate sheet.
Remove a product from a staff contract
To remove a product from a staff contract, follow these steps:
Click Staff, then click on the relevant staff member.
Click Contracts, then click Rate sheet.
Click Change next to pay rate sheet.
Clear the product checkbox.
Click OK, then click Save changes.