Rapport 3 - User Community

• Project rates can be updated in the Human Resource- project rates tab on an individual basis. This is useful to complete when a new staff member has joined the practice.
• It is possible however to update multiple staff members base cost rates, overtime rates and overhead factor at once via the Control Panel – T/S Rates section. This allows you the flexibility to adjust cost rates as required and even apply them retrospectively for a specified period.

How to Edit Existing Rates

• Access the Control Panel - T/S Rates window
• Select the Edit Existing Rates option from the Step 1: Choose Mode dropdown list.
• Select the appropriate Branch and Grade from the Step 2: Choose Staff dropdown options to display the details for the selected staff.
• For each staff member that you wish to edit an existing rate, first click on a Start Date (using the calendar pop-up ) and amend as necessary, then edit the existing Cost Rate, O/T Rate and O/H Factor as required.
• Click  to Save.

*Please Note: now you have changed the existing project rates they will not automatically re-calculate the cost of approved timesheets. You must use
the Timesheet Re-Approve Console to assign the new cost to approved timesheets. Please see Timesheet Re-approval guide.

How to add New Cost Rates

• Access the Control Panel - T/S Rates window.
• Select the Add New Rates option from the Step 1: Choose Mode dropdown list.
• Select the appropriate Branch and Grade from the Step 2: Choose Staff dropdown options to display the details for the selected staff.
• For each staff member that you wish to add a new rate, first select a New Start Date (using the calendar pop-up ), then enter a New Cost Rate, New O/T
  Rate and New O/H Factor as required.
  
• Click  to Save.

*Please Note: This screen contains some useful information on existing data within Rapport3.

Comparing Costs

• It is possible to compare the total cost of your business on Rapport3 with your company accounts. The best place to review this information is in the Control Panel – Timesheet rates section and by selecting the ‘Add new rates’ mode. As follows:
  
• If you have calculated the total cost of your business and your overhead factors using our suggested methods, you should be able to do a ‘calculations check’ as follows:

Total of T/S Salary + O/H Contribution = Total Cost of the Business

• It is necessary to understand how the components of these totals are calculated when drawing comparisons.

T/S Salary

• This column shows the total expected salary of the individual based on their cost rate, scheduled hours and looking across their timesheets over the last 6 months. Using the details of John Smith in the previous examples, his T/S salary can be calculated as follows:

• As the Base cost rate and total hours per year are set in the HR section, the only varying factor is the % utilisation Rate. Rapport3 calculates this utilisation % based on time booked against ‘Fee’ projects in the previous 6 months. This eliminates any time booked against Admin or Absence codes.
• If you have the HR module, It is useful to compare the T/S Salary against the Actual Salary column (entered in HR – Benefits tab).

*Please Note: If the is a substantial amount of paid overtime included in the T/S salary, this will increase the number of hours booked against fee projects and as a result will increase the utilisation rate. It is necessary to ensure that these overtime hours are reflected in the figure you are comparing against.