Add Multiple Records to a Rate Table

You can add multiple employees and their labor rate information at one time to a billing and/or cost labor rate table.

To add multiple records to a rate table:

  1. In the Navigation pane, select Settings > Rate Tables.
  2. Select a rate table for which you want to add new employees and labor rate information.
  3. In the Employees grid, click + Add Employees. The Employees lookup displays.
  4. Select the checkbox next to each employee record that you want to add, or use the Select All checkbox to select all records on the lookup.
  5. Optional. If you use effective dates, enter a date in the Effective Date dialog after you have made your employee selection. This date will apply for each row that you insert on the grid.
  6. For each row that you insert on the grid, enter the rate you want to bill for the rendered work of the employee.
  7. Click Select to save your selections and add them to the grid.