Add a charge-out rate to a staff member

Steps to manually add or update a charge-out rate for a staff member in Workzilla.

1. 1
   Navigate to Administration > Manage Users
2. 2
   Locate the staff member in the Hourly Charge Out Rate column
3. 3
   No existing rate

   Type the rate directly into the field

   The field accepts numerical values only and saves automatically. You can tab through to the next staff member to enter rates in sequence.
4. 4
   Existing rate present

   Click the existing figure to open the charge-out rate history modal

   This shows the full rate history for that staff member, including all past values and their start dates.
5. 5
   Enter the new hourly rate and set a start date, then click Add

   The rate inserts itself into the history in chronological order. If the start date is the most recent on record, it becomes the current rate. A rate with no start date is treated as the earliest rate on record. A target icon next to an existing entry indicates a target is relying on that value — take care before deleting it.
6. 6
   Click Save changes

   Historical rate values are retained so that past reporting remains accurate.