Rate books are managed via the Rates menu. Clicking on the List Rates menu item will take you to the Rate Books page, which lists all the currently active rate books for your company. You can also list inactive rate books by checking the Show Inactive Rate Books option.
To create a rate book from scratch, click on the Add a New Rate Book button and provide the rate book details. Remember to mark the rate book as active (so that it can be chosen from within the project screens) and give it a start and end date. The description field is optional and used only for your own reference.
If you are using Griot in conjunction with Quickbooks for your company accounts, you will want to make sure that the Export to Quickbooks option is checked.
Once you have added the rate book you will be moved to the Rates tab, where you must define each of the rates within your rate book. Rates are generally tied to the roles your employees provide within a project, usually with several pricing levels based on experience. An example from a populated rate book is shown below:
You can add rates to a rate book via the Add Rate button. If you need to make a change to a rate, click on the role name.
If you are using Griot in conjunction with Quickbooks, it is important to keep the Role names less than 30 characters long. If the Available option is not checked for a rate, then that rate cannot be chosen when assigning users to projects. As such, you can use this option to 'retire' rates without making the whole rate book unavailable. Rates that have been marked unavailable in this way can still continue to be used for existing assignments.
Once you have add a rate, you can optionally mark the employees for which this rate is available. Doing so can help you ensure that you are covering staff member costs correctly and that qualified employees are given appropriate roles. To mark staff as eligible, click on the '+' link in the Eligible Staff column in the rate book display. A dialog will be shown listing all your active employees along with their loaded internal rates. Place a check in the box next to each eligible employee and click Save (if you have a lot of employees you may need to scroll the dialog box down to see the Save button).