Add New Employee Rates and Billable Targets

Use Rates & Billable Targets in the Employee Settings submodule in the Settings module to add new employee rates and billable targets.

To use Rates & Billable Targets in the Employee Settings submodule, you must have access to Settings as defined in User Access Rights under Settings.

To add a new employee rate and billable target:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company to which you want to add a new employee rate and billable target.
  3. In the left pane of the Settings page, click Employee Settings > Rates & Billable Targets.
  4. On the grid toolbar, click Add a New Row .
  5. In the Add Cost/Hour Entry for a Resource dialog box, select a resource from the drop-down list and click OK.
  6. To edit the Active from, Cost/Hour, Est. Sale/Hour, Billable Target %, and Fixed IC Rate fields, double-click on the corresponding field.