As a system administrator, you can easily get an overview of your salary types in Workorder. You can activate or deactivate salary types, change which billing item is linked to a salary type, and choose which billing items users can select when reporting time.
This makes it easy to keep your salary types up to date.
Find your salary types
Click the gear icon in the top-right corner of Workorder.
Select System Admin.
Click Salary Type.
You will now see a list of your existing salary types. The list includes the following information:
Account No.: The account number linked to the salary type.
Salary Type: The name of the salary type.
Connected Billing Item: The billing item linked to the salary type.
Selectable Articles: Shows whether multiple billing items are available for the salary type.
You can also see which salary types are deactivated.
Edit a salary type
Double-click the salary type you want to change to open the editing view.
Here, you can:
Change which billing item is linked to the salary type.
Activate or deactivate the salary type.
Add multiple selectable billing items.
Change the connected billing item
You can choose which billing item should be linked to the salary type.
Click the down arrow next to the linked billing item field.
Select the billing item you want to link to the salary type.
Click Save.
If you have chosen to add multiple selectable billing items, the linked billing item will be selected by default when reporting time.
Activate or deactivate a salary type
If you no longer want users to select a salary type when reporting time, you can deactivate it.
Open the salary type you want to change.
Check the box to deactivate the salary type. If the box is already checked, uncheck it to activate the salary type again.
Click Save.
When you deactivate a salary type, it will no longer appear as an option in the app after the next sync.
Remember: You cannot report time using a deactivated salary type.
Add multiple selectable billing items
Do you want users to choose between several billing items when reporting time using a salary type? You can add the billing items you want to make available.
Open the salary type you want to change.
Click Add under selectable billing items.
Select the billing item you want to add.
Repeat these steps for each billing item you want to make available.
Click Save.
When users report time using the salary type, they can choose between the billing items you have added. The linked billing item is selected by default.
Remove a linked billing item
To remove a billing item linked to a salary type, follow these steps:
Open the salary type you want to change.
Under Selectable articles, click the X on the far right of the row for the billing item you want to remove.
Click Save.
Need to change other details?
Do you want to change the name or number of a salary type, or add a new salary type? Contact our support team and we'll help you. You cannot make these changes yourself in Workorder.