Create categories to organize rate structures for different regions or needs
A Rate Card Category 1 value helps organize rate information used by rate cards. Rate Card Category 1 is typically used to specify a geographic region, allowing rates to be grouped and managed according to location. Rate Card Categories provide an additional layer of classification beyond Job Classes and Rate Card Classes and help determine how rates are organized within an Industry.
Before creating rate cards, you may need to create the Rate Card Category 1 values that will be associated with those rates.
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Rate Card Categories
Rate Card Categories help organize rate information used throughout workforce procurement. Category 1 is typically used to identify a broad grouping, such as a geographic region. Category 2 may provide additional classification depending on your organization's configuration. Rate Card Category 2 is typically used only when additional classification is required by your organization's configuration.
| Category | Typical use |
|---|---|
| Rate Card Category 1 | Geographic region or other broad rate grouping |
| Rate Card Category 2 | Additional classification when required by the client's configuration |
Why it matters
- Supports the organization of rate information within an Industry.
- Helps differentiate rate structures based on business requirements, such as geography.
- Provides additional classification beyond Job Classes and Rate Card Classes.
Who it's for
- Program Office users
- System Admins
How it helps
- Create new Rate Card Category 1 values.
- Organize rate information used by rate cards.
- Support category-based rate structures.
Availability and setup
- Access to Admin > Procurement is required.
- The appropriate Procurement Geography and Industry must already exist.
Before you begin
- Determine the Rate Card Category 1 value you need to create.
- Review any client-specific guidance for how Rate Card Category 1 is used within your production environment.
Create an RCC1
Organizations commonly use Rate Card Category 1 to organize rates by geography, business area, or another broad classification. Follow the category structure defined for your workforce program.
Information in this article reflects a standard Enterprise configuration. Your Enterprise platform is based on your organization’s configuration. Settings and/or data visibility rules may vary slightly from what is described.
- Select Admin > Procurement. The Procurement Administration page displays.
- From the left Navigation, expand the Procurement Geography folder.
- Expand the Procurement Geography folder.
- Locate and expand the applicable geographic location.
- Locate and expand the applicable Industry.
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From the left Navigation, select Rate Card Category 1. The Rate Card Category 1 page displays.
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Select Add New. The Add Rate Card Category 1 page displays.
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In the Name field, enter the name of the Rate Card Category 1 value.
What this does: Creates the category value that will be used to organize rate information.
Why this matters: Rate Card Category 1 is typically used to specify a geographic region.
In simple terms: You're creating a grouping that can later be associated with one or more rate cards.
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In the Code field, enter the code for the Rate Card Category 1 value.
What this does: Creates the code associated with the category value.
Why this matters: Consistent codes are easier to identify in lists and reports.
Advisory: Copy the text entered in the Name field and remove all spaces and punctuation. Initial capitals for all words in the text string make it easier to identify these labels in lists and reports.
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Enter a value in Display Order.
What this does: Controls the order in which the category appears in the list.
Why this matters: Display Order determines how Rate Card Category 1 values are presented to users.
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Verify that Is Active is selected.
Why this matters: Only active values are available for use. -
Review Tax Work Locations.
Why this matters: Select Tax Work Locations only when directed by your organization's configuration requirements. Consult your Configuration team if you're unsure which locations to associate with the category.
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Select OK to save and exit.
OR
Select Save and Add New to create multiple Rate Card Category 1 values during the same session.
Result
The Rate Card Category 1 value is saved and becomes available for use when creating and managing rate cards.
What's next
After creating a Rate Card Category 1 value, you can:
- Create Rate Cards that use the new category.
- Configure rate structures for specific regions or classifications.
- Continue building related Job Classes, Job Titles, and Rate Card Classes.
- Create or update Request Templates that rely on the associated rate structure.
| Persona Program office users | Modules Administration | Documentation release Beeline Enterprise | Q3 2026 | Feedback? Email us: |