Product tutorial
Organize work categories and schedule a rate change
Follow an edited Company example: add a work category, then schedule a person’s future general rate and check the retained history. The category and rate are separate settings; this example does not configure a category-specific rate. Scheduling a rate does not record work or payment.
Earlier interface shown.
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Steps you can read
- Open Work categories
As an authorized Company user, open Settings, then Work categories. Choose Add work category.
- Save a clear label
Enter a clear name and optional description, then choose Save work category. This example adds Brand strategy.
- Review the person’s current terms
For a person’s pay terms, open their Company profile and Rates and pay terms. Review the current rate before choosing Change rate.
- Enter the new terms
Choose the rate model, amount, currency and effective start date. Review any overtime setting. Amounts are not automatically converted between currencies.
- Review and confirm
Choose Review rate. Read when the current rate ends and when the new rate starts, then choose End current rate and add new rate when those terms are correct.
- Check the schedule and history
Check the scheduled rate and Rate history. In this example, 50 USD continues through October 20 and 125 USD starts October 21. Scheduling a rate does not record work or payment.
Read the transcript
Add a category for the kind of work.
Name it, add a description, then save.
Open the person’s Rates and pay terms.
Enter the new rate, currency and effective date.
Review and confirm the rate change.
The new rate is scheduled. Earlier terms stay in history.
Add or edit a category
Open Settings, then Work categories. Choose Add work category for a new label, or Edit on an existing category. Use a short name that Contractors will understand while recording time.
Archive a category
Archive a category when it should no longer be selected for new time. Existing Time Entries keep the saved category.
Restore a category
Open the Archived filter, choose the category, and restore it. It becomes available for new time again without creating a duplicate category.