Add a rate card class

Link job classes to rate structures for consistent workforce rates

A rate card class connects workforce positions to related rate structures. Similar job titles are often associated with the same rate card class, helping organizations manage rate information consistently across an Industry.

After creating a job class and job title, you can create a rate card class to support related rate cards and request templates.

Why it matters

• Establishes the rates used during workforce procurement.
• Supports consistent application of billing and overtime rules.
• Helps maintain standardized rate structures across an Industry.
• Provides the rate information used throughout the workforce lifecycle.

Who it's for

• Program Office users
• System Admins

How it helps

• Create new rate card classes.
• Associate job classes with rate structures.
• Support workforce procurement configuration.

Availability and setup

• Access to Admin > Procurement is required.
• The following records must already exist:
  • Job Class
  • Job Title
  • Rate Card Class
• Applicable Category 1 and Category 2 values should already exist if they are required.

Before you begin

• Determine the Job Class and Rate Card Class for the rate card.
• Identify any Category 1 or Category 2 values that should be associated with the rate card.
• Determine the effective date, currency, overtime rule, and earning codes required for the rate card.

Create a rate card class

1. Select Admin > Procurement. The Procurement Administration page displays.
2. From the left Navigation, expand the Procurement Geography folder.
3. Expand the Procurement Geography folder.
4. Locate and expand the applicable geographic location.
5. Locate and expand the applicable Industry.
6. Expand the Job Classes folder.
7. Select the applicable Job Class.
8. From the left Navigation, select Rate Card Classes. The Rate Card Classes page displays.

9. Select Add New. The Add Rate Card Class page displays.

10. In the Name field, enter the Rate Card Class name.

    What this does: Creates the name of the Rate Card Class.

    Why this matters: Using a consistent name helps users quickly identify the relationship between the Job Title and the Rate Card Class.

    In simple terms: Use a name that clearly identifies the role or group of roles associated with the rate structure. Many organizations use the same name as the related Job Title to make administration and reporting easier.

11. Repeat the Rate Card Class name in the Code field.

    TIP: Copy the text entered in the Name field and remove all spaces and punctuation or diacritics (special marks added to letters, such as é, ñ, ü, and ç). Initial capitals for all words in the text string make it easier to identify labels in lists and reports.
    What this does: Creates the code associated with the Rate Card Class.

    Why this matters: Consistent codes are easier to identify in lists and reports.

12. From the Procurement Type list, select Contingent Labor.

    What this does: Associates the Rate Card Class with a Procurement Type.

    Why this matters: The procedure requires Contingent Labor to be selected.

13. Select OK to save and exit.

    OR

    Select Save and Add New to create multiple Rate Card Classes during the same session.

Result

The Rate Card Class is saved and associated with the selected Job Class.

What's next

After creating a Rate Card Class, you may want to:

• Create a Rate Card that uses the new Rate Card Class.
• Create or update Request Templates that use the new Rate Card Class.
• Continue building related job and rate structures within the selected Industry.