Assign individual Rates (rate model)

[Wendy Harding]

How can set rates be assigned to contractors without considering their Group or Role? Each contractor has their own unique rate.

I require a rate model that can accommodate role-based assignment for staff and individual rates for contractors. Our projects involve a combination of staff and contractors, necessitating a single rate model.

To avoid frequent rate model updates upon onboarding new contractors, an efficient method is needed to maintain the model as individual contractor rates may fluctuate over time.

[Mark Manders]

Have you checked the Labor Rate Card module? The conditions can be based on any user attribute. 

https://www.servicenow.com/docs/bundle/zurich-it-business-management/page/product/cost-management/co...

To make it maintainable, you could ensure every contractor has a field where the rate is put in and based on that rate the labor rate card is applied. On change, it will take another.

[Wendy Harding]

I have a field on the user record that stores each contractor’s individual rate, and another field that identifies whether the user is a contractor.

How do I configure the Labour Rate Card to automatically pull the rate from the user record, rather than manually entering it on the Labor Rate Card?

Or is it necessary to create a separate Labour Rate Card for every contractor? That approach would be difficult to maintain.

If I use a Rate Model for staff and a Labour Rate Card for contractors, and I assign the staff Rate Model to a demand or project, will the system automatically reference the contractor’s Labour Rate Card when creating a resource assignment for a contractor?

I want to ensure that contractor rates are applied correctly without needing to manually switch rate models or duplicate configurations.

[Nat Hunter]

Hi Wendy, we catered for this scenario by introducing a reference field on the user record called "Level Role" which references a custom table were we created a unique entry for each of the resources.  For contractors, we create a unique level role and an associated Rate line and for permanent staff, we use blended rates (multiple permanent people are assigned the same Level Role).  This helped us cater for contractor and permanent staff rates.