Example : Nicolas Couture / Integrator / CLSC Nicolas

This rate can be set up in two separate windows.
The data is the same, so changing it at one place will change it for both windows. .

From the "Client (PRIM002)" window

1.Open the client file.

2.Go to Settings tab.

3.Go to Basic rate tab.

4.Select the billing type linked to the relevant salary type  for the exception.

a.In this case, the billing type has the same designation as the salary type. However, this might not always be the case depending on your customized configuration. Furthermore, a billing type may be linked to several salary type.  

5.If the candidate isn't shown in the list to the right, click on a blank line to open the value selection window, search and add the candidate to the list.  

6.Click on (Edit) to open the Price history window. Enter the effective date, the candidate's salary and click on Save and close.

From the "Candidate (PRIM001) »

1.Open the candidate file.

2.Go to Settings tab.

3.Go to Salary tab.

4.Select the relevant salary type for the exception. Since we want to set up an exception for a specific client, you must also select the proper client type, if applicable.    

In this case, the salary type is "Integrator" . Since the client is a Community service center, we selected the matching combination.  

5.Insert a salary exception for a specific client in the list shown at the bottom of the screen. If your client is not listed, click on a blank line to search and add it to the list.  

6.Click on (Edit) in the column with the candidate's name to open the Price history window.  Enter the effective date, the candidate's salary and click on Save and close.

Example: Integrator / CLSC Nicolas

1.Open the client file.

2.Go to Settings tab.

3.Go to Basic rate tab.

4.Select the billing type linked to the salary type for which you want to add an exception.  

a.In this case, the billing type has the same designation as the salary type. However, this might not always be the case depending on your customized configuration. Furthermore, a billing type may be linked to several salary type.  

5.Insert a salary exception for this specific client in the list at the bottom of the screen.  Click on (Edit) in the Client column to open the Price history window. Enter the effective date, the candidate's salary and click on Save and close.

Example: Nicolas Couture / Integrator / Computing

1.Open the candidate file.

2.Go to Settings tab.

3.Go to Salary tab.

4.Select the relevant salary type for the exception. Since we want to add an exception for a specific client type, you must also select the proper client type.

5.Click on (Edit) in the column with the name of the candidate to open the Price history window. Enter the effective date, the candidate's salary and click on Save and close.

Example: Integrator / Computing

1.From System ribbon of the main PRIM window, click on Settings in Configuration section to launch the configuration window.

2.Search for Salary types and click to open the pane.

3.In section Salary type for shifts only, select the salary type for which you want to set up an exception.

4.In section Rate according to client type, click on (Edit) in the Hourly rate column on the line for the relevant client type to open the Price history window.

5.Enter the effective date, the salary for this client type and click on Save and close.

For more details about this window, see Salary type.

Example: Integrator

1.From System ribbon of the main PRIM window, click on Settings in Configuration section to launch the configuration window.

2.Search for Salary types and click to open the pane.

3.In section Salary type for shifts only, select the salary type for which you want to set up the rate, click on (Edit) in the Hourly rate column to open the Price history window.

4.Enter the effective date, the salary for this type and click on Save and close.