Learn how to create staff roles and assign rates to them.

To add Staff Roles, navigate through the following sections: Staff tab > Staff Roles > + Create Staff Role.

Essentially, every role is created to apply similar rates across multiple staff members seamlessly.

You have the option to add a single rate or multiple rates to a role by clicking on the Add Rates button.

All necessary fields must be filled in. For instance, if you prefer to set a manual rate, leave the dropdown field for the specific rate column as Manual Entry and then input your preferred rate. An example scenario would be if you wish all Project Architects to have a $100 cost rate and a $275 charge-out rate.

If you prefer the other rates to follow the average rate of the staff of the same role, click on the dropdown menu and select Average From Staff.

After making all the necessary changes, click on Save.

To eliminate a staff role, open the details of the role you wish to delete and click on the Delete button located on the top right corner.