Day Rates
With day rates in Zoho Workerly, you can use the Full Day and Half Day settings while generating timesheets. With minor changes to the usual steps for creating jobs and timesheets, you can enable day rates in your Workerly account.
Scenario: The Zylker team wants to enable day rates for their Workerly account. They have declared that a full day is 8 hours on their company details page. This means that when they create a job, a full-day job will have eight autofilled working hours. When scheduling a temp for this job, the temp will also be automatically scheduled for an 8-hour shift.
When generating a timesheet for the completed job (with day rates enabled), the team can select either Full Day, which means the temp worked for eight hours, or Half Day, which means the temp worked for four hours.
This article will help you:
- Set working hours on your company details page
- Enable day rates while creating a job
- View autofilled working hours while temp scheduling
- Use Full Day and Half Day rates while creating a timesheet
For any steps in this process that haven't changed, links to respective help pages have been added.
Setting working hours
Full Day and Half Day rates are calculated according to the Working Hours you add on your company details page. Follow the steps below to add working hours:
- Navigate to Setup and click Company Details below General.
- Add your company's working hours per day.
Please note that the hours you add here will be considered the amount for a "Full Day."
While creating a job
Let's take a look at how can you enable day rates for a job. Follow the steps below:
- Navigate to the Jobs module and create a new job.
- To enable day rates, check the All Day box. The Working Hours per Day field will be auto-populated with the working hours you have declared on your company details page.
- Below Billing Information, you will be given an option to choose a Rate Option. When you need day rates to be enabled, ensure that you choose the Daily rate option.
- The remaining steps are the same as when you create a job in Workerly.
As you complete the job creation, you can view the job details along with the number of temps scheduled.
(For example, a customer support job may have morning and night shifts. Companies may choose to benefit employees in the night shift further more than the employees working in the morning shift).
On selecting the billing type based on individual shifts, you can now input the details for Weekday Rates, Weekend Rates, and Holiday Rates, with separate Base Pay, Margin Cost, and Benefit Cost with respect to that shift.
Temp scheduling
The process of temp scheduling remains the same. You can refer to our help doc on Temp Scheduling using Roster View for a detailed walk-through.
When you schedule a temp, their working hours will be auto-populated (eight hours in our Zylker scenario).
Creating timesheets
As soon as a temp finishes their scheduled shift, you can create a timesheet from the Timesheets module. Here's more information on creating timesheets.
Follow the steps below to create a timesheet for a job with Day Rates enabled.
- On the Create Timesheet page, job details will be autofilled.
- You can choose from Full Day or Half Day from the drop-down provided on the date.
When you choose:
Full Day: It will be assumed that the temp has worked for the amount of working hours you have declared on your company details page.
Half Day: It will be assumed that the temp has worked for half of the working hours you have declared on your company details page.
3. Add Remarks, if any, and click on Save or Submit (in case you would like to submit the timesheet for approval).
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