Set employee cost rate

Table of contents

Set a cost rate from the team members list
Set a cost rate when inviting a team member
Set a cost rate from a team member’s profile
Set cost rates while creating or editing a billing rate

This article covers how to set a team member’s employee cost rate from each of its entry points.

Note

This article is for the firm owner and admins only.

Set a cost rate from the team members list

To set or edit a cost rate directly from the list:

Go to Settings > Team & plans, open the Team members tab.
Find the Hourly cost rate column—the firm owner’s own row is included—then click the three dots next to the team member and select Edit billing and cost rates.

In the Billing and cost rates panel, enter the hourly amount—or clear the field to remove the rate—then click Save.

Note

A team member with no cost rate set shows empty in this column. An explicitly saved rate of 0 shows as 0.

Set a cost rate when inviting a team member

When you invite a new team member , you can enter their hourly cost rate at the same time.

Start inviting a team member as usual.
In the Hourly cost rate field, enter an hourly amount, or leave it empty to add it later.

Complete the invite as usual.

Note

Leaving the field empty creates the team member with no cost rate set—not a rate of 0.

Set a cost rate from a team member’s profile

Go to Settings > Team & plans, open the Team members tab, then click the team member’s name.
In the Billing and cost rates panel, click the edit icon.

Set the hourly cost rate—or clear the field to remove it.

Click Save.

The team member’s billing rate assignment appears in the same panel, below the cost rate.

Tip

For what happens to a rate’s history when you edit it, or when the team member is deactivated or reactivated, see how employee cost rate changes are tracked .

Set cost rates while creating or editing a billing rate

While creating or editing a billing rate , you can set cost rates for the assigned team members without leaving the billing-rate form.

Select the team members for the billing rate as usual.
If any of them don’t have a cost rate set yet, a note appears below the list. Click its Set up link.

In the Manage cost rates panel, enter or edit the hourly cost rate for each team member, then click Save.

Note

This panel only sets cost rates for the team members already selected for this billing rate. To set a cost rate for someone else, use the team members list , their profile , or the invite flow .