How do I edit a current personal rate?

The current hourly rate associated with a user can be edited at any time except for on its effective date. This article describes how to edit a current personal rate.

1. Click Resource Rates

Click Resource Rates
  1. Click the Review button on the Icon Bar.
  2. Click User Management to expand the menu, then click Resource Rates.

2. Click Personal Rates

  • Click the Personal Rates tab.

3. Click Edit Current Rate

  1. Click the Action icon next to the personal rate you want to edit the current rate for.
  2. In the context sensitive drop-down menu, click Edit Current Rate.

4. Edit Rate

Edit Rate
  1. Select Choose Code to apply a rate code to your personal rate or select Custom to define a custom rate.
  2. In the Amount field, enter the new current hourly rate.
  3. Select the rate currency from the Currency drop-down box.
  4. Click Save.

5. View Personal Rate

  • View the updated personal rate.

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