Set Charge Rates

Overview

This section allows you to assign the billing rates for the Support Reps in your organization. This will enable your organization to bill the clients you support. Also, it will allow you to configure different support costs among your Support Reps or organizational units.

Hourly Rates

In the Support Rep field, select the rep you wish to apply charge rates to from the drop-down list.

In the Effective Date field, specify the date in which these charge rates will apply to the Support Rep’s time worked.

The following four rates can be applied to a Support Rep:

Cost: the hourly rates incurred by your company (salary, benefits). This field is intended for reference only and is not used in any reporting calculations.

Charge Rate 1: standard charge rate

Charge Rate 2: normal overtime rate (e.g. after 5:00 PM)

Charge Rate 3: normal overtime rate (e.g. weekends)

Charge rates are normally used to distinguish between regular and overtime. However, it may be in your organization’s interest to distinguish between various client types (e.g. government and non-government).

Note: If you assign new hourly rates and select an "Effective Date" that is in the past, HelpSTAR will NOT automatically recalculate the cost and charge amounts.

If you want the charges to be applied retroactively, you must check "Retroactively update actual charges in the database". HelpSTAR will automatically recalculate cost and charge amounts based on the "Effective Date" and the new hourly rates.

See also:

Adding a New User

Managing Existing Users

Assigning User Privileges