Default Role Fees
How to set the default hourly and fixed fee for a Role Type.
It is possible to set the default hourly and fixed fee for a Role Type if required. This data will be automatically pulled through when creating a Job with this Role Type included.
To set a default Role Fee navigate to Platform Settings>App Settings.
Navigation
Click on Role Types.
Role types
Customised Roles
Admin can add the Customised Role Default fees when they create a Customised Role.
Adding a new Customised role
The fees for a previously added Customised Role can be edited by clicking in the columns and changing the fee.
Editing fee
Admins can change the name of a previously added Customised Role by double-clicking on the name.
Changing name
Centralised Roles
To edit Centralised Role Default fees, select the Role and then click in the column.
Centralised Role fee edit
Fee-type names can be edited if Admins prefer to use names that are more suitable for their business than the default Role names.
Changing default name
Any changes made in the Role settings are automatically pulled through to the Boards and can be selected from the dropdown when adding a Role.
Changed fee names pulled through