Exceptions for Specific Employees

Top  Previous  Next

The exception rules for employee rates are displayed in the bottom part of the Employee Custom Pricing area. In the Exceptions section, you can define exceptions per employee, which will override the employee standard rate and will also override any global employee rate settings. The custom rate will be taken when the system needs to determine the rate for the specific employee rate-based Items when adding a charge for this Account/Contract.

 

To add exceptions for employees, click the New button on the right. The Employee Rate Exception Window will open:
 

billing_custom_pricing_employee_rates_fixed

Employee Rate Exception Window
 

In this window, you can select the employee you wish to set the special rate for. Once the employee is selected, the employee's standard rate (set in the Employee tab) is shown in the Rate field. You can set the custom rate for this employee in the Custom Rate field. This fixed rate will be used whenever a Charge is added for this employee, and the price source of the selected Item to be charged is 'By Employee Rate'.