Documentation Index

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Bill Rates

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Bill Rates are what you charge your clients for an employee's time — the flip side of pay rates, which are what you pay the employee. Setting a bill rate per employee (and per classification) lets the system price labor on time-and-materials work correctly.


Where to find Bill Rates

From the left sidebar choose HR & Payroll, then Bill Rates.

The Bill Rates page

What you see on this screen

ColumnWhat it shows
EmployeeThe person the bill rate applies to.
ClassificationThe Pay Classification the rate is for, so billing can vary by the kind of work.
Bill Rate $/hrThe hourly rate you charge the client for this person's time.
EffectiveThe date the rate took effect.
End DateWhen the rate stops applying (blank while it's current).
NotesContext for the rate — why it changed, which contract it came from.

Adding and editing

Click Add to set a bill rate — pick the employee, the classification, the hourly amount, and the effective date. Right-click a row for its actions. Like pay rates, you can give one person different bill rates for different classifications.

Effective dating — how rate changes work

Rates are effective-dated: instead of overwriting a rate when your price changes, add a new row with the new amount and its start date, and end-date the old one. One employee can therefore have several rows per classification over time — the row whose date range covers the work is the one that prices it. That history is what keeps past invoices explainable.

Pay rate vs bill rate: a pay rate is your cost (what the employee earns); a bill rate is your price (what the client pays). The gap between them is your labor margin.


How Bill Rates connect to the rest of the app

  • Billing. On time-and-materials work, bill rates price the labor that flows onto customer invoices.
  • Classifications. Rates can vary by classification, matching what you charge for different work.
  • The Employee dialog. The same rates are editable per person on the Bill Rates tab of the Employee detail dialog — this page is the all-employees view of the identical data.

Permissions

Viewing requires HR view access; adding or editing bill rates requires the manage permission.


Tips & best practices

  • Never edit an old rate to change your price — add a new effective-dated row so history stays intact.
  • Keep bill rates ahead of pay rates. When a raise goes through in Pay Rates, review the matching bill rate so your margin doesn't quietly shrink.

Common questions

Can one person have more than one bill rate? Yes — one per classification, and multiple rows over time as prices change. The classification of the work plus the date decide which row applies.

Where else can I edit these? On the Bill Rates tab inside the employee's detail dialog — same data, filtered to that person.