People get raises, contracts change, and sometimes a rate is entered wrong. Here's how to change or delete a cost rate, fix date errors, and check your changes in the Payroll report.
đ By default, only Admins can change cost rates. To give someone else access, see Who Can Manage Cost Rates.
Updating or Deleting a Cost Rate
Go to Settings > Users or Resourcing > Employees, then select the person.
Open their Cost Rates tab.
Scroll to the list of cost rates and click the three-dot menu next to the rate you want to update or delete.
To add a new rate, such as after a raise, click + Cost rate in the upper right.
đ Enter start and end dates carefully so raises and salary changes apply from the right day.
Fixing Date Errors
If cost rates overlap or have a gap between them, merge the undefined cost rate with the next one.
Check Your Changes in the Payroll Report
The Payroll report lists everyone's cost rates, with monthly rates, cost rate types, and start and end dates. Use it to confirm your updates.
Go to Reports, open the dropdown next to + Report, and select From scratch.
Choose the Payroll data source. Only Admins and users with enough permissions can see it.
Add filters, fields, and charts to review cost rates, monthly salaries, and start and end dates.
đ To find people who don't have a cost rate yet, see Check That Everyone Has a Cost Rate.
