Update! Rate rules have been revamped in Zoho Workerly

Update! Rate rules have been revamped in Zoho Workerly

Hola!
 
The Rate Rules feature was introduced in Zoho Workerly last year, and we have been receiving a lot of feedback from our customers saying that they'd love to have these rules available at the job level.
 
If you have clients working with multiple rates for different jobs, Workerly now has you covered!
Our latest update allows you to specify custom rate rules at the client and job levels.
 
Here is the list of the updates we've made to Rate Rules in Zoho Workerly:
 
  • Clients module: The rate rule defined on the Setup page will be mapped to the Billing Rules section on the Create Clients page. These are editable fields, and you can have custom rate rules at the client level.
  • Jobs module: When you create a new job for a particular client, their respective rate rules will be mapped automatically below Billing Rules on the Create Jobs page. These are also editable fields that allow you to have custom rate rules for each job.
  • The Hourly Rate tells you the final client charges after you have declared the billing information for the job.
  • Rate rules cannot be edited for jobs after scheduling temps. In this case, you must unassign the temps to edit the rate rules for that job.
  • You can only enable either Overtime Rates or Special Rates at one time. However, you can switch between them anytime from the Setup, Create Client, or Create Job pages.
  • You can declare overtime and special rates as a percentage or as a flat rate. Additionally, overtime rates can be defined on a per-day or per-week basis.
 
Learn more about how our updated rate rules work.
 
Should you have any questions, feel free to reach out to us! You can post your questions in the comments below or send us an email at support@zohoworkerly.com.
 
Regards,
The Zoho Workerly Team




                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day



                                Zoho Marketing Automation


                                        Manage your brands on social media



                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources



                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources


                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources


                                                            Zoho Sprints Resources


                                                              Qntrl Resources


                                                                Zoho Creator Resources


                                                                  Zoho WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • Functions

                                                                        Functions

                                                                      • Meetups

                                                                        Meetups

                                                                      • Kbase

                                                                        Kbase

                                                                      • Resources

                                                                        Resources

                                                                      • Digest

                                                                        Digest

                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner

                                                                      





                                                                      




                                                                          Design. Discuss. Deliver.

                                                                          Create visually engaging stories with Zoho Show.

                                                                          Get Started Now