Configure rate cards

In this article you can find out how to create and adjust rate cards.

 

🖥 Go to Shiftbase

 

In Shiftbase, it is possible to add surcharges to shifts, employee contracts and national holidays. It is important to do this in two steps:

 

1. Adding surcharges

2. Configure rate cards

Contents

Adding surcharges to a rate card

Creating rate cards

Example

Adding surcharges to the rate card

Once you have created the surcharges, you can now add these to the rate card. On the bottom of the page, you find the Rate cards. To create a completely new rate card, click on +Add rate card

There is always a Standard rate card that is linked to the fixed hours and flex hours contract type. You can modify this rate card if the allowance applies to everyone. To change a rate card, click on the pencil icon. 

Creating rate cards

Click the button + Add rate card to create a new card. In this screen, you can give the card a Name and set the intervals of the surcharges. This can be done for each day of the week, and for national holidays.

• Start time: Shows the starting time of the surcharge. This is always 00:00.
• End time: Show the ending time of the surcharge. Here you can fill in when the surcharge had to stop applying.
• Payout: If your surcharge should affect the employees salary, select the surcharge here.
• Plus minus: If your surcharge should affect the employees hours, select the surcharge here.

👀Example

Let's say you want to configure a rate card for employees. If they work between 22:00 and 04:00 in the morning, they will get paid out 20% more salary. We add the rate card, name it and then press the + on the right side. 

We can now configure the rate card. To do so we add the end time of 22:00 but don't select any surcharge for it. We are telling the system that from 00:00 - 22:00 the 100% base salary has to be paid.

We press the + again to add another line. Here the Start time of 22:00 is already added. We only need to add the End time of 04:00. Since the employee should get paid 20% more in that time.

Now you select the surcharge in the Payout column in the line, because we want the employee to get paid out 20% more in that time.

The last line of the rate card doesn't have to be touched anymore. Since the system now knows:

• From 00:00 - 22:00 it won't add any surcharge
• From 22:00 - 04:00 it will add the surcharge of 20%
• From 04:00 - 00:00 it won't add any surcharge

The only thing left to do is repeat the above steps on the days the surcharge should apply on. In case that is from Monday - Friday, the card would look like this:

If you only want this rate card to be activated on a Public holiday, then only fill out the line Public holiday.

Press Save on the bottom right and your card is ready to be used.