A job category is a broad-based group of employees with comparable job responsibilities located at comparable levels of responsibility within an organization. An example of this are CAD Operators or Senior Engineers.
- Start by going to the Settings Cog and select Job Categories from the drop-down list.
- To set up a new job category, click +Add Job Category.
- In the pop-up window, enter the name of the relevant job category next to Job Category.
- For higher accuracy, set the Cost Rate to be Calculated.
- Next, drag the slider to reflect the correct Utilisation Rate for this job category. The utilisation rate represents the proportion of time spent on project-related tasks as opposed to those tasks which are more of a general nature and cannot be directly associated to a specific project, such as general admin.
- Lastly, enter the Average Monthly Salary for the job category. This will automatically calculate the Average Cost Rate per hour for this job category.
- Save the new job category created before exiting.
If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!