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via the employee card pop-up presented upon completion of creating the employee
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2. via the resources module > employee settings grid
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Add the cost/hour: the average employee cost to your agency, this is used for contribution margin reporting
Add the usual est. sale/hour:the target or usual hourly sales rate for this person. This rate will only be used for reporting purposes. The actual sale/hour rate is based on the price list (rate card) set on the job that this employee registers time against.
The billable target %: the target billable utilisation percentage for this person, this used for utilisation reporting
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When an employee’s capacity changes, be sure to add a new profile with a new effective from date. This will ensure historical reporting remains accurate.
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The ideal time must always be lower than or equal to the Basic time is defined on each day. |
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The list of articles below will help you add or amend other areas of the employee record.
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