🔍 What is the Bill Rate Tab?
This tab reflects the bill rate originally configured in the Job Order and lets you view or adjust it for each candidate on a daily basis (if allowed). It looks and behaves just like the Timesheet and Pay Rate tabs, but instead of showing hours or pay, it displays the billed amount per candidate for each scheduled day.
You’ll find two billing types here:
Hourly Fixed Bill Rate: Editable by date for each candidate
Monthly Fixed Bill Rate: Non-editable, pre-filled and locked
📌 Why This Matters
Having access to and control over the bill rate helps ensure:
Consistency between job orders and invoicing
Flexibility to adjust for client-specific agreements or changes
Real-time visibility into weekly revenue
Accurate billing totals for each candidate
🟢 What You Can Do Here
🧭 Navigate to this page via “View Companies > Bill Rates” (auto-selects the company)
🏢 If the company has one location, it’s pre-selected. Otherwise, select manually.
💼 The Job dropdown updates based on selected company and location.
👥 Candidates assigned to the selected job show up with their scheduled shifts.
🕘 Current week and Hour View are selected by default.
💡 Bill Rate Types
Depending on what was set during job creation, bill rates behave differently:
1. Hourly Fixed Bill Rate
When a job has an hourly bill rate, you can:
Edit the rate per day for each candidate
View gross billed amount for the week
Track changes through the Audit Log
Auto-propagate changes to future days
🔄 Use this for roles with fluctuating billing needs (e.g. surge rates, overtime billing)
2. Monthly Fixed Bill Rate
For monthly billing:
Rate fields are greyed out
Values are non-editable
Weekly billed total remains visible
This keeps monthly agreements intact and prevents unintended changes.
🎨 Color Indicators
Color | Meaning |
🟩 Green cell | Approved and valid bill rate |
🔴 Red border | Invalid entry (e.g., below $1.00) |
⚪ Grey box | Unchanged editable cell (hourly) |
🔽 Red triangle | Rate changed from original (flagged for audit) |
🛠️ Key Features
Editable Inline Fields – Input or adjust rates directly
Audit Log – Check the change history per cell
Rate Propagation – Changes flow to future days
Validation – Invalid entries are auto-flagged
Gross Bill Summary – See weekly totals update live
Custom Sorting – Organize by candidate
💡 Things to Keep in Mind
✅ Minimum Bill Rate: $1.00/day
❌ Invalid Entry: Below $1.00 or over 7 digits before decimal
🔢 Input Format: Max 7 digits before decimal, 2 after (e.g. $9999999.99)
🔄 Auto-Apply: Updates carry forward unless changed again
📅 Week Scroll: Navigate through weeks to plan ahead
📉 No Hour Tracking Here: This is about rates only
🧾 Action Menu: Only Audit Log is available (no approvals/edit buttons)
This page helps you manage client billing accurately and gives you control over how revenue is calculated—day by day, shift by shift.