Rate History

Open this screen in Saral/hr/rate-history

Every rate HR owns in one place: what each CIS subcontractor, professional and agency worker is paid now, what is scheduled, and every change behind it with who made it and when. Rate reviews is the queue a worker or manager asks in and the office applies; Pay rises is the year at a glance. Employee pay is never here — it belongs to the Payroll module's Wage History and to your payroll app.

You enter

A rate change for a worker: the pay type (daily, hourly, monthly fixed) and the figure, from today; a scheduled change from a future date; a back-dated change with the date it should have applied from.
The decision on a rate review — a worker's or manager's request — and the rate applied from it.

Saral fills in

The rate now, the CIS rate, the pay type, the last change and the next scheduled change for every worker, with four tiles: on a rate, changed this year, scheduled, no rate set.
The timeline for the open worker: every rate with its effective-from date, who set it and from where (a change, a schedule, a back-date, the worker's own record).
The pay-rise view: who got a rise this year, when, by how much.
Figures hidden for anyone without the view-financial permission — a blank reads as hidden, never as no rate.

It produces

The rate every timesheet and invoice is priced from, by date — a scheduled change takes effect on its day without anyone remembering it.
A record of each change for the audit and for the worker's own portal.

What this page is for

A rate prices every day a worker is on the register, so the question is never only what someone is paid but since when, by whose decision, and what comes next. This page holds that for the people HR pays at a rate — CIS subcontractors, professionals and agency workers — in one list with a timeline per worker. The office changes a rate here (or on the worker's record, which writes the same timeline), schedules one for a future date, or back-dates one that should have applied earlier; the next timesheet and invoice price from it without anyone remembering.

Now, scheduled and back-dated

Change rate applies from today. Schedule a future change sets the date and the figure and waits — the Scheduled column shows it, and on the day it becomes the rate. Back-date a change records a rate from a past date, for the invoices that should have been priced at it; an invoice already built is re-priced by rebuilding it on Invoices – CIS. Every entry on the timeline carries who made it and from where, and the audit keeps it. The CIS rate on the same row is HMRC's deduction, not a pay rate — it changes on the CIS board, never here.

Reviews and pay rises

A worker can ask for a review from their portal when rate reviews are switched on, and a manager can ask on a worker's behalf. Requests wait on the Rate reviews tab; a manager's approval comes first where the account routes it that way, then the office applies the rate — the same change as any other, written from the date given — or declines with a reason the worker reads. Pay rises reads those changes back as the year's picture, which is the first thing a budget conversation asks for.

Who sees the figures

The list shows names, dates and who made each change to anyone with the view permission; the figures themselves need the view-financial permission and are masked otherwise, so a blank never reads as no rate set. Changing a rate needs the edit permission; applying a review needs the edit-financial one. Employees' pay is deliberately absent: it lives on Payroll → Wage History and runs in your payroll app, and the server leaves employees out of every tab here.

Where the settings live

Whether workers can ask for a rate review from their portal is on HR → Settings → Time & Pay. The low day-rate check that flags an invoice below the firm's minimum is on HR → Settings → Timesheets & Invoicing. A worker's default rate and pay type are on their record, and their per-project rate on their Assignments tab; a professional's or agency worker's rate card, and the two-people rule for it, are on HR → Supplier timesheets → Rates to approve and HR → Settings → Supplier invoices. The CIS deduction rate is HMRC's answer on HR → CIS.

Next screen: /hr/bank-change-requests

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