Priority order for the calculation of the rates
Contents
When PRIM register a billed or paid rate, it follows the next priority order according to the context.
Invoicing
Billed hourly rate
PRIORITY |
DESCRIPTION |
1 |
Rate registered directly in the transaction, replacement or term. |
2 |
Rate registered in the file of a client under the ''Settings'' tab, ''Basic rate'' sub-tab, in the column with the name of the client. |
3 |
Rate according to the type of client in the ''Settings'' window in the ''Invoice type'' list. |
4 |
Rate registered in the ''Settings'' window in the ''Invoice type'' list. |
Invoicing codes
PRIORITY |
DESCRIPTION |
1 |
Rate directly registered in the transaction, replacement, term, job offer or on the invoice. |
2 |
Rate registered in the file of a client file under the ''Settings'' tab, ''Base rate addition'' sub-tab in the column with the name of the client and the name of the profession, in the ''Invoice'' section. |
3 |
Rate registered in the file of a client under the ''Settings'' tab, ''Base rate addition'' sub-tab, in the column with the name of the client in the ''Invoice'' section. |
4 |
Rate registered in the ''Settings'' window, under the ''Pay and billing codes'' tab in the ''Billing code amount'' list for the combination of ''Invoice type – Client type'' corresponding. |
5 |
Rate registered in the ''Settings'' window, under the ''Pay and billing codes'' tab in the main list, column ''Invoice – Amount''. |
Pay
Paid hourly rate
PRIORITY |
DESCRIPTION |
1 |
Rate registered directly in the transaction, replacement or term. |
2 |
Rate registered in the file of a candidate under the ''Settings'' tab, ''Salary'' sub-tab, in the client section, in the column with the name of the candidate. |
3 |
Rate registered in the file of a candidate under the ''Settings'' tab, ''Salary'' sub-tab, in the candidate section, in the column with the name of the candidate. |
4 |
Rate registered in the ''Settings'' window in the ''Rate according to client'' list. |
5 |
Rate registered in the ''Settings'' window in the ''Salary type'' list. |
Pay codes
PRIORITY |
DESCRIPTION |
1 |
Rate registered directly in the transaction, replacement or term. |
2 |
Rate registered in the file of a candidate under the ''Settings'' tab, ''Base rate addition'' sub-tab, in the column with the name of the client, the salary type, the client type and the candidate name. |
3 |
Rate registered in the file of a candidate under the ''Settings'' tab, ''Base rate addition'' sub-tab, in the column with the name of the client and the candidate name. |
4 |
Rate registered in the file of a candidate under the ''Settings'' tab, ''Base rate addition'' sub-tab, in the column with the salary type, the client type and the candidate name. |
5 |
Rate registered in the file of a candidate under the ''Settings'' tab, ''Base rate addition'' sub-tab, in the column with only the candidate name. |
6 |
Rate registered in the ''Settings'' window, under the ''Pay and billing codes'' tab in the ''Pay code amount'' list for the combination of ''Salary type – Client type'' corresponding. |
7 |
Rate registered in the ''Settings'' window, under the ''Pay and billing codes'' tab in the main list, column ''Pay – Amount''. |
Compensation
Commissions rate linked to a request
PRIORITY |
DESCRIPTION |
1 |
Rate registered directly in the compensation. |
2 |
Rate registered directly in the file of the employee. |
3 |
Rate registered in the file of a client for a compensation type linked to a client under the ''Commissions'' tab in the column ''Customized''. Rate registered in the file of a candidate for a compensation type linked to a candidate under the ''Commissions'' tab in the column ''Customized''. |
4 |
If the no.2 and no.3 rates are empty, the considered rate will be the one registered in the ''Settings'' window in the ''Compensation'' list. |
Bonus and others
PRIORITY |
DESCRIPTION |
1 |
Rate registered directly in the compensation. |
2 |
Rate registered directly in the file of the employee. |
3 |
Rate registered in the file of a client for a compensation type linked to a client under the ''Commissions'' tab in the column ''Customized''. Rate registered in the file of a candidate for a compensation type linked to a candidate under the ''Commissions'' tab in the column ''Customized''. |
4 |
If the no.1 and no.2 rates are empty, the considered rate will be the one registered in the ''Settings'' window in the ''Compensation'' list. |