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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

Navigation

Click on Role Types.
2.role-types-1

Role types

Customised Roles

Admin can add the Customised Role Default fees when they create a Customised Role.

Add new customised role type

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

Editing fee

Admins can change the name of a previously added Customised Role by double-clicking on the name.

Editing name

Changing name

Centralised Roles

To edit Centralised Role Default fees, select the Role and then click in the column.

Centralised role fee edit

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 fee type name

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.

Changes automatically pulled through

Changed fee names pulled through