Time and rate sheet information can change when staff pay, charge or contract details are updated. It’s important to first check which rate sheet is being used on the timesheet, then make any changes in the rate sheet setup.
Determine the rate sheet being used
To determine the rate sheet being used, follow these steps:
Click Staff.
Click on the staff member.
Click Timesheets.
Go to the week of the timesheet you need to check.
Click the edit button.
Make a note of the contract being used and the product name.
Click Contracts.
Make a note of the timesheet name being used.
Amend the time or rate sheet
To amend the time or rate sheet, follow these steps:
Click Setup.
Click Rate Sheets from the drop-down options.
Click on the name of the rate sheet being used.
Check the product name to see if there’s a matching rate sheet:
If a rate is missing, click Add to create a new rate for the product.
If you need to change an existing rate, click Edit.