Hi all!
I wanted to make sure you had the newest editions of our 2 Minute Use Case and Feature Spotlight heading into our Training Team's 201 webinar tomorrow.
2 Minute Use Case: Front Office Rate Changes
Feature Spotlight: Starts Report
If you missed it, the 201: Mastering Contractor Rate Changes: A Guide to Seamless Updates in Avionté webinar took place on April 30th at 11:30 AM CT! Catch the recording now!
If you have Front Office workflows that have made you more efficient, we'd love to hear about them. I knew about changing rates before, but the Starts Report was a new view for me to explore that data.
0
Comments
Please sign in to leave a comment.
Top Question from today's webinar:
If the new pay rates start date occurs in the middle of a pay week will there be two transactions at a time in Back Office?
A: Yes, let's say the change takes place on a Thursday. They will have their old rate Mon-Wed and the new rate for Thurs-Fri, this will pull into Back Office as two transactions. One with the old rate and one with the new rate.
Hello,
I am looking for suggestions, or best practice for correcting errors after completing a rate change. I attended the webinar today and asked this question but did not get any suggestions.
Hello Hannah!
Thanks for attending the webinar! As far as your question goes, if you have put in the incorrect amount when creating a rate change, you won't be able to edit it while the extension is pending. You will have to wait for the new rate change to go into effect, and then you will be able to update it. From there, complete a paycheck correction to adjust the over/underpay for the client, and you'll be set.
I hope this helps! If you need further assistance, our Support Team can help with more specifics.
Hannah, when we have to make these corrections, our company doesn't use the Mass Update feature. Instead, we go into the Hired Details for the specific Talent and edit the pay rate or markup directly. Don't forget to hit the tab key so it can recalculate. Doing it this way will eliminate 2 transactions in the back office. The downside to this process, if you have multiple people to make corrections then it can be time consuming. The other advantage to this process is that it won't affect your Starts Report. I've noticed some people use the Starts report to track rate changes. We use the Starts report to track who actually started on the assignment. I hope this helps.
Thank you for sharing your insights, Evelyn! While your approach may work in certain situations, I would advise against it for rate changes made after the placement has started.
Using the Mass Update feature ensures accuracy and consistency in tracking rate changes without altering historical data. It's a best practice to maintain integrity in our records and avoid any discrepancies in reporting.
However, if adjustments need to be made before the placement begins, your method could indeed be a viable option. It's essential to assess the situation and choose the most appropriate approach accordingly.
Thanks again for contributing to the discussion! Your perspective adds valuable insights to our community.
Hannah, does Avionte have any step-by-step procedures written up for the new rate change process? While the video is helpful, it would be nice to have the steps documented to follow for when we update rates for the first time using this approach. I appreciate your help. Thanks so much. Kim Petrides, Abel Personnel
Hello Kim! Absolutely, I've gone ahead and snagged that for you. We have the Job Rate Change process laid out in this article.
Hello- We did a couple of rate adjustments this week using the mass action and the old rate is still showing up under the placement tab. We need to go under the job order, edit hire details, contract extension/lifecycle, rate change to see the new updated rate. It seems like a lot of steps to see someone's pay rate. You can't just look at the placement tab to see someone's pay rate. Have any suggestions or am I looking at this incorrectly? Thanks!
Hi Karla! If you did a mass update and saved it, you should see it in the Placement tab for that Talent. If you have a specific example, I suggest submitting a ticket in with our Support Team so we can help review your situation!
I just followed your best practices for a rate change, and I have a question. Doing a rate change this way DID NOT update the pay rate under the Additional Transactions on the Hired Details Screen. I had to go in manually and do this after the change was made. Is there a way this can also be updated? If we do multiples (say 30 employees) at a time, then we have to go back in to all 30 employees to update these rates, which is a lot of work. I appreciate your help. Thanks much.
Hi Kim! You're correct that doing a Job Rate Change the way we recommend does not also update Additional Transactions, as those are separate. While Additional Transactions can be edited in the same window as a Job Rate in the Hired Details edit fly-out, you should only do this if the job hasn't started yet. Otherwise, that route will overwrite the historical data regarding the Pay Rate, which is why our recommendation is the other method.
I would be happy to submit a product enhancement request on your behalf, as I can certainly see the value in being able to also update Additional Transactions en masse as needed. How frequently do you or your team need to perform this workflow (daily, weekly, monthly, etc.)?
Hi Max, thanks for responding. Yes, we would like to submit a product enhancement. We do rate changes about every month or every other month. Most are just one individual at a time, but some are a lot of individuals at a time. Just let me know what I need to do to make this happen. Thanks so much.
Thank you for the clarification! I've had that submitted for you in ticket #553190.