Set pay rates by service type and track compensation history.

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Pay Rate Types

Type	Description	When to Use
Base Rate	Default hourly rate	All hours worked
Service Rate	Different rate per service type	CE vs SH work
Overtime Rate	1.5x for hours over 40/week	Automatic

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Setting Base Pay Rate

Step 1: Open Compensation

1. Go to Team → Select team member
2. Click Compensation tab

Step 2: Set Base Rate

Field	Description
Pay Type	Hourly or Salary
Base Rate	Default hourly rate
Effective Date	When rate starts

Step 3: Save

Click Save Changes

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Service-Specific Rates

Pay different rates for different service types:

Adding Service Rates

1. In Compensation tab
2. Click + Add Service Rate
3. Fill in:

Field	Description
Service Type	CE, SH, SFC, or STAB
Rate	Hourly rate for this service
Effective Date	When it starts

Example Setup

Service	Rate
Base Rate	$18.00/hr
Community Engagement (CE)	$18.00/hr
Specialized Habilitation (SH)	$20.00/hr
Staff/Family Consultation (SFC)	$22.00/hr

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Overtime

Automatic Calculation

• Hours 1-40: Regular rate
• Hours 40+: 1.5x regular rate

Weekly Threshold

System calculates overtime per work week:

• Default: Sunday to Saturday
• Configurable in Settings

Overtime in Reports

Payroll reports show:

• Regular hours
• Overtime hours
• Regular pay
• Overtime pay
• Total compensation

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Rate Changes

Giving a Raise

1. Go to Compensation tab
2. Click + New Rate
3. Enter new rate
4. Set effective date
5. Save

Old rate preserved in history. New rate applies from effective date.

Effective Dates

• Set future dates for planned raises
• System automatically switches on date
• Past appointments keep old rate

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Compensation History

Track all rate changes:

1. Go to Compensation tab
2. View Rate History
3. See all past rates with dates

Useful for:

• Audit purposes
• Retroactive adjustments
• Annual reviews

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Viewing Pay Summary

Individual Summary

Team member profile shows:

• Current rates (all service types)
• YTD earnings
• Recent pay periods

Team Summary

1. Go to Reports → Payroll Dashboard
2. Select pay period
3. See all team earnings

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Payroll Integration

Compensation data exports for payroll:

1. Go to Reports → Payroll
2. Select pay period
3. Click Export
4. Import to QuickBooks, ADP, etc.

Export includes:

• Hours by rate type
• Overtime hours
• Total pay per employee

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Tips

• Set rates before scheduling — Required for payroll accuracy
• Use effective dates — Don't backdate raises
• Review quarterly — Ensure rates are competitive
• Document changes — Note reason in compensation history

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Troubleshooting

Payroll showing wrong rate

Check:

1. Effective date of current rate
2. Service type of appointments
3. Service-specific rates set correctly

Overtime not calculating

• Verify work week setting
• Check all time logs are approved
• Review pay period boundaries

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Related Articles

• Payroll Dashboard — View and export payroll
• Team Performance Reviews — Annual raises
• Adding Team Members — Initial rate setup