Rate Categories

Rate Categories define the labor or time categories users select on time entries. They are also used for labor rate resolution, service product mapping, payroll export mapping, and optional fixed billing behavior. 

Before You Start

• Confirm that you have access to rate setup.

• Decide whether the category should be available for new time entries.

• Gather any service product, fixed billing amount, or payroll earning code that should be linked to the category.

• Review existing categories first, so you do not create duplicates for the same type of time.

Add or Update a Rate Category

1. Open Rate Categories from the Shared Setup area.

2. Search the list to confirm whether the category already exists.

3. Select New to create a category, or open an existing category to update it.

4. Complete the rate category fields.

   • Code: The short identifier for the category. Use a code that is easy to recognize in setup, migration, and integration work.

   • Name: The display name users see when selecting a rate category on time entries and setup pages.

   • Service Product: The optional product or item used when time entries create service costs or invoice-ready lines.

   • Use Fixed Billing Rate: Enables fixed billing behavior for this category. When this option is off, the fixed billing amount is disabled.

   • Fixed Billing Amount: The amount billed for the category when fixed billing is enabled. This value applies only to the rate category fixed billing rule and does not overwrite labor group billing rows or employee cost rates.

5. In the Payroll Earnings Mapping section, click Fetch earnings code to map with the Greenshades Pay Code.

   • External Pay Code: The payroll earning or pay code used when approved time is exported to payroll.

   • Active: Controls whether the category is available for normal selection in time entry and rate setup lookups.

6. Save the category.

7. Review the saved row to confirm the code, name, active status, fixed billing settings, service product, and payroll mapping are correct.

Troubleshooting

• Fixed Billing Amount is disabled: Turn on Use Fixed Billing Rate before entering the fixed amount.

• A category is missing from time entry: Confirm the category is active and available for the current business unit and user permissions.

• Payroll export rejects a category: Confirm the External Pay Code matches the earning code expected by the payroll system.

• Billing does not match expectations: Review whether the category uses fixed billing, then check the related Labor Rate Group and Employee Rate setup.