How to Create a Framework

How to create a Framework for a collection of Rate Matrices for Temp Shift Jobs

Written by Jackie Read
Updated over a week ago

A framework is a collection of rate matrices which are linked to a Client and represent an agreement (e.g. Preferred Supplier List, collective agreement etc.) Recruitment Agencies may refer to the Framework as their ‘Rate Book’.

There are 3 types of framework:

  • Agency framework – This would be used if an Agency has a standard set of rates for jobs they provide. This can be a good starting point for the Client.

  • Client framework – This would be used to set up standard rates in collaboration with a specific Client.

  • Framework Agreement framework – This would be used for a national or industry standard collection of rates.

Creating a Framework Record

  • Select ‘Create Framework’ from the Frameworks tab:

  • Create a Framework name and select the Framework Level as above

  • Add the mandatory Start Date and an optional End Date if requited

  • Lock prices – This tick box determines whether a user will be able to change or create rates for this framework at Client, Job or Assignment Level. This will generally only be used when creating Framework Agreements to ensure users only change rates (if required) at framework level. NOTE: It will be user’s responsibility to tick this tick box and subsequently lock any price change

  • Click confirm.

The summary page gives an overview of the Framework Information and gives users the ability to ‘Set Default rates’ and to ‘Link Client’.

Setting default rates

Users can define their default rates on the summary page using the ‘Set Default Rates’ button. Once set, each time a user creates a new rate for this framework the information will be pre-populated. This can be particularly useful for Agency rate types.

Note: Users do not need to use the ‘Set Default Rates’ option, and can manually add/amend the Base Rate and margins when creating Rates.

Did this answer your question?