Example 1 -  A Client has a Care Worker role with the following shifts and rates of pay:

  • Week Day Rate: £9.50, charge rate - £12.50. Shift times: Monday - Friday – 7.30am – 21.30pm.
  • Week Day Night Rate: £9.50, charge rate - £13.50. Shift times:  Monday – Friday – 21.30pm – 7.30am.
  • Weekend Rate (both day and night): £9.50, charge rate – £14.00.  Shift times: Saturday 7.30am – Monday 7.30am. 

As the shifts pay certain rates and the start and end times of shifts are set, we will use a Shift RTD.
To create the role and its shifts and rates of pay, users should take the following steps:

Step 1. Create a Client framework 

Set up a Client Framework to hold our rates for the Care worker role, and any other related roles. Perhaps call it ‘Social Care’.

Step 2. Create a Rate Matrix

From the Rates page of the new Framework record, use the Add Rates button and select the Job Category of ‘Care’ to name the matrix:

Create the 4 different rates of pay/charge using different Rate Types. We use Basic, Nights, O/T1 and O/T2 but additional Rate Types can be set up and called whatever a Client wants (this is done by the system administrator):

Step 3. Create the RTD at Framework level. 

As these shifts pay a certain rate, and have defined start and end times, we need to use a Shift Rate Time Definition. As it is a Client framework we can set the RTD on the framework record, thereby enabling the rates to be used by multiple Clients and the RTD to be copied to multiple Clients. From the Framework record for Social Care, navigate to the Rate Time Definition page.

We need to assign a Shift Type to each Rate Type we have set up. We can create Shift Types to be called whatever a Client wants (this is done by the system administrator). Here we have set up 2 new Shift Types called Weekend Full Day and Weekend Night:

Add each Shift Rate Time Definition, and select the Rate Type that will apply to the Shift Type. What we are saying here is that the ‘Basic’ rate will apply when a Full Day shift is being worked etc.

Step 4. Link the Client to the Framework.

From the Framework Summary page, any Clients using this Framework can be linked. Use the Link Client button, and search and select the Client in the Client field:

Ensure the ‘Apply Rate Time Definition’ box is ticked, then confirm:

This now means the Client ‘Innova House’ can access the rates called ‘Care’ that we have set up in the Framework called ‘Social Care’.

Step 5. Create Temp Shift job

As we are using a SRTD, recruiters should pre-define the Shift Times, by creating the Shift Time Definitions. Use the Shift Time Definition section on the Time Definition page of the Client record:

Here we are saying that the set hours for a:

  • Full Day shift type are from  07.30 to 21.30.
  • Night shift type are from 21.30 to 07.30.
  • Weekend Full Day shift type are from  07.30 to 21.30.
  • Weekend Night shift type are from 21.30 to 07.30.

We are now ready to create the Job using all the information we have set up. Navigate to the Contact record on the Client record to create the Job:

Choose Temp Shift Job and complete the details:

  1. Use the same Job Category of ‘Care’ to be able to pull in the rates. 
  2. Ensure the Rate Time Definition Type is set to ‘Shift Rate Time’ (as this is what we have set up), 
  3. Select ‘Client Specific rates’ (as we have set up a Client Framework). 
  4. Finally select the Framework ‘Social Care’:

Input the Primary Job Category and any other information required, before clicking Next. The rates from your Care Rate Matrix will now be presented to you for adjustment or confirmation:

Click Confirm to create the Job.

Step 6. Create Shifts

From the Job record, Shift Info page, use ‘Add Shift Range’ to set up the shifts. In this example I am setting up:

  •  a day shift on the 9th Nov,
  •  a night shift on the 9th Nov
  •  a weekend day shift on the 11th Nov (Saturday) 
  •  a weekend night shift on the 12th Nov (a Sunday night) 

and I’m using the Shift Types I have set up to pre-populate the hours on these dates:

Click Confirm and the shifts will be created, showing they are using the Rate Matrix of ‘Care’:

If you click into one of the shifts, you can see the rates being used, in this example the sunday night shift:

Step 7. Shifts can now be filled in the usual way.

Example 2 - A Client has a General Cleaner role with the following shifts and rates of pay:

  • AM shift- 7.45am to 8pm - £14 per hour, charge rate £18 per hour
  • PM Shift- 7.45pm to 8am - £15 per hour, charge rate £20 per hour

As the shifts pay certain rates and the start and end times of shifts are set, we will use a Shift RTD.
To create the role and its shifts and rates of pay, users should take the following steps:

Step 1. Create a Client Framework

We can use the Client Framework already set-up called Social Care if the roles are related and as this is also a Shift Rate Time Definition.

Step 2. Create a Rate Matrix

Create a new rate matrix using the Job Category of General Cleaner:

Step 3. Create the RTD at Framework Level

As these shifts pay a certain rate, and have defined start and end times, we need to use a Shift Rate Time Definition. We can add these into the SRTDs already set up in the Framework record above. Navigate to the Rate Time Definition page on the Framework page.

We need to assign a Shift Type to each Rate Type we have set up. We can create Shift Types to be called whatever a Client wants (this is done by the system administrator) so here we have set up 2 new Shift Types called Cleaner AM and Cleaner PM to match the role we need to set up.

Cleaner AM has been assigned to the Basic rate (of the Cleaner rate matrix) and Cleaner PM has been assigned to the Nights rate (of the Cleaner rate matrix):

Step 4 Link the Client to the Framework

From the Framework Summary page, any Clients using this Framework can be linked. Use the Link Client button, and search and select the Client in the Client field:

Ensure the ‘Apply Rate Time Definition’ box is ticked, so the SRTD changes we have made are copied to this Client, then confirm.

This now means the Client ‘Ferris Recruitment’ can access the rates called ‘Cleaner, General’ that we have set up in the Framework called ‘Social Care’.

Step 5 Create Temp Shift Job

Before we create the Job, we should pre-define the Shift Times for this Client, as we are using a SRTD. Use the Shift Time Definition section on the Time Definition page of the Client record:

Here we are saying that the set hours for a Cleaner AM shift type are from 07:45 to 20:00 and for a Cleaner PM shift type from 19:45 to 08:00

Create the Temp Shift Job as above, using the following details:

  1. Use the same Job Category of ‘General Cleaner’ to be able to pull in the rates. 
  2. Ensure the Rate Time Definition Type is set to ‘Shift Rate Time’
  3. Select ‘Client Specific rates’ (as we have set up a Client Framework). 
  4. Finally select the Framework ‘Social Care’:

This time we will be presented with the rates we set up for the Cleaner role:

Confirm the Job creation.

Step 6 Create Shifts

Create Shifts as above, except use the Shift Types for this Job i.e. ‘Cleaner AM’ and ‘Cleaner PM’ where appropriate:

Step 7. Shifts can now be filled in the usual way.

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