How is the staff charge calculated

InflatableOffice shared this question 5 years ago
Answered

I would like to know how the staff charge is calculated.

Best Answer
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There are a number of rules that affect staff charges. Let me describe

them below and then maybe it will help you determine how to setup your

account the way you want it.


First, delivery methods are used to tell the system when to calculate staff costs for a lead.


When calculating staff charges, there are 3 basic parameters: 1) number of staff, 2) hours, and 3) hourly rate.


Hourly rate is set on the general settings page.


There are 2 options in general settings for staff hour calculation:


1) Include Setup - includes setup, tear down and travel time


2) Event Only - only uses event time


Now on to rental staff calculation. This is where it gets a little confusing.


If you don't put the number of volunteers in for a rental, we assume you

only offered it as a staffed item and so we don't calculate a staff

charge for this rental because you likely include it in the item's

rental cost.


The number of staff used in the calculation is also affected by a

general setting called Automatically Set Staff to Send. We always use

the information in your rentals to determine what number of staff to use

when calculating staff cost. However, if you have Auto Staff set to

Yes, we assume that you have setup your rental staff the way you want it

and fill in the number of staff to send on the contract tab and will

use that number for staff charge calculation. So, if you are unhappy

with what that charge is, change the staff to send number on the

contract tab of that lead and then recalculate the lead to see the staff

charge update. If you set it to No, we use the calculated number of

staff based on rentals every time, regardless of the contract tab staff

to send field.


These rules are in part because of additional features that have been

added, and still trying to support the former way for those customers

that prefer it. With the development of the Delivery module, I

anticipate we will begin improving the staff calculation methods in the

future.

Comments (1)

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1

There are a number of rules that affect staff charges. Let me describe

them below and then maybe it will help you determine how to setup your

account the way you want it.


First, delivery methods are used to tell the system when to calculate staff costs for a lead.


When calculating staff charges, there are 3 basic parameters: 1) number of staff, 2) hours, and 3) hourly rate.


Hourly rate is set on the general settings page.


There are 2 options in general settings for staff hour calculation:


1) Include Setup - includes setup, tear down and travel time


2) Event Only - only uses event time


Now on to rental staff calculation. This is where it gets a little confusing.


If you don't put the number of volunteers in for a rental, we assume you

only offered it as a staffed item and so we don't calculate a staff

charge for this rental because you likely include it in the item's

rental cost.


The number of staff used in the calculation is also affected by a

general setting called Automatically Set Staff to Send. We always use

the information in your rentals to determine what number of staff to use

when calculating staff cost. However, if you have Auto Staff set to

Yes, we assume that you have setup your rental staff the way you want it

and fill in the number of staff to send on the contract tab and will

use that number for staff charge calculation. So, if you are unhappy

with what that charge is, change the staff to send number on the

contract tab of that lead and then recalculate the lead to see the staff

charge update. If you set it to No, we use the calculated number of

staff based on rentals every time, regardless of the contract tab staff

to send field.


These rules are in part because of additional features that have been

added, and still trying to support the former way for those customers

that prefer it. With the development of the Delivery module, I

anticipate we will begin improving the staff calculation methods in the

future.