Beyond - How to Mass Update Rates

In certain scenarios, it is beneficial to update rates for multiple assignments and orders. This across-the-board update is especially helpful when new rates are negotiated, rates need to be corrected, or all employees assigned to a specific role have received a raise.  A mass update within Beyond can be done from either the assignment search or order search.

*Note* In order to access this functionality within Beyond, you will need to be a member of a Permission Security Group that contains the mass-update-rates permission. For more information about security permissions see Security Group Administration Form.

This article reviews:

  1. Mass Update Rates - Assignments
  2. Mass Update Rates - Orders

Mass Update Rates - Assignments

To begin, click on the Search Assignments button and search for the assignment(s) that is/are going to be updated. Once the assignment(s) has/have been found, confirm the selection with a check mark next to the record(s) being updated. With the selection confirmed, you can either right-click on the selection and choose Mass Update Rates or click on the drop down next to the selected items button and choose Mass Update Rates:

Change the Pay/Bill Rates:

Within the Mass Update Rates - Select Rates window, click on the drop-down titled Update Method. You will see three different methods in which the pay/bill rates can be updated:

  1. Increase Rates By Value
  2. Increase Rates By Percentage
  3. Change Rates To Value

*Note* If you want to change the pay but not the bill, leave the Bill Rate field blank. Or, if you want to change the bill but not the pay, leave the Pay Rate field blank.

If you choose to only include a new Pay Rate, a new option will appear to 'Maintain the current markup percentage when changing pay rate':

By leaving that option unchecked, the Bill Rate will remain unchanged when submitting the rate changes. By checking that option, the Bill Rate will be updated according to the markup percentage between the Pay and Bill Rates.

Once the changes are entered, click NEXT and you will be able to preview the changes before saving:

*Note* Within the Mass Update Rates - Preview Changes window, there are two flags that can appear that will need to be reviewed before submitting changes:

  • For records marked with a warning (orange), these will need to be reviewed carefully. Once these are reviewed and determined to not be an issue, the rate changes can be submitted.
  • For records marked with an error (red), these will not be able to be submitted with the rate changes until resolved.

Once all warnings and errors have been resolved, and all records have been inspected for accuracy, click on SUBMIT to complete the rate changes.

*Note* The new rates are able to be seen within the Financials card of the Details tab of the assignment. By only updating assignments, the new rates are not applied to the order(s) that house the updated assignment(s).

Change the Multiplier Code Being Used:

Within the Mass Update Rates - Select Rates window, while keeping the Pay Rate and Bill Rate fields blank, click on the drop-down titled Change Multiplier Code To and select the correct Multiplier Code you would like the assignment(s) rates updated to:

Once the changes are entered, click NEXT and you will be able to preview the changes before saving:

*Note* Within the Mass Update Rates - Preview Changes window, there are two flags that can appear that will need to be reviewed before submitting changes:

  • For records marked with a warning (orange), these will need to be reviewed carefully. Once these are reviewed and determined to not be an issue, the rate changes can be submitted.
  • For records marked with an error (red), these will not be able to be submitted with the rate changes until resolved.

Once all warnings and errors have been resolved, and all records have been inspected for accuracy, click on SUBMIT to complete the rate changes.

*Note* The new multiplier code is able to be seen within the Financials card of the Details tab of the assignment. By only updating assignments, the new multiplier code is not applied to the order(s) that house the updated assignment(s).

*Note* To be able to select the new multiplier code, it must already exist as a default on the customer record: 




Mass Update Rates - Orders

The process to mass update rates on orders is nearly identical to that of assignments, although with one major addition. To begin, click on the Search Job Orders button and search for the order(s) that is/are going to be updated. Once the order(s) has/have been found, confirm the selection with a check mark next to the record(s) being updated. With the selection confirmed, you can either right-click on the selection and choose Mass Update Rates or click on the drop down next to the selected items button and choose Mass Update Rates:

Change the Pay/Bill Rates:

Within the Mass Update Rates - Select Rates window, click on the drop-down titled Update Method. You will see three different methods in which the pay/bill rates can be updated:

  1. Increase Rates By Value
  2. Increase Rates by Percentage
  3. Change Rates To Value

*Note* If you want to change the pay but not the bill, leave the Bill Rate field blank. Or, if you want to change the bill but not the pay, leave the Pay Rate field blank.

If you choose to only include a new Pay Rate, a new option will appear to 'Maintain the current markup percentage when changing pay rate':

By leaving that option unchecked, the Bill Rate will remain unchanged when submitting the rate changes. By checking that option, the Bill Rate will be updated according to the markup percentage between the Pay and Bill Rates.

Once the changes are entered click NEXT and you will be able to preview the changes before saving:

*Note* Within the Mass Update Rates - Preview Changes window, there are two flags that can appear that will need to be reviewed before submitting changes:

  • For records marked with a warning (orange), these will need to be reviewed carefully. Once these are reviewed and determined to not be an issue, the rate changes can be submitted.
  • For records marked with an error (red), these will not be able to be submitted with the rate changes until resolved.

Once all warnings and errors have been resolved, and all records have been inspected for accuracy, click on SUBMIT to complete the rate changes.

*Note* The new rates are able to be seen within the Financials card of the Details tab of the order. By only updating orders, the new rates are not applied to the assignment(s) that belong to the updated order(s). If you would like for assignments to be updated along with the order(s), this process is explained within the section of this article titled Update Rates on Assignments Within Orders.

Change the Multiplier Code Being Used:

Within the Mass Update Rates - Select Rates window, while keeping the Pay Rate and Bill Rate fields blank, click on the drop-down titled Change Multiplier Code To and select the correct Multiplier Code you would like the order(s) rates updated to:

Once the changes are entered click NEXT and you will be able to preview the changes before saving:

*Note* Within the Mass Update Rates - Preview Changes window, there are two flags that can appear that will need to be reviewed before submitting changes:

  • For records marked with a warning (orange), these will need to be reviewed carefully. Once these are reviewed and determined to not be an issue, the rate changes can be submitted.
  • For records marked with an error (red), these will not be able to be submitted with the rate changes until resolved.

Once all warnings and errors have been resolved, and all records have been inspected for accuracy, click on SUBMIT to complete the rate changes.

*Note* The new multiplier code is able to be seen within the Financials card of the Details tab of the order. By only updating orders, the new multiplier code is not applied to the assignments(s) that belong to the updated order(s). If you would like for assignments to be updated along with the order(s), this process is explained within the section of this article titled Update Rates on Assignments Within Orders.

*Note* To be able to select the new multiplier code, it must already exist as a default on the customer record. 

Update Rates on Assignments Within Orders:

When updating rates/multiplier codes on orders, you will have an additional option to update the same rates/multiplier codes for assignments that are contained within the orders.

To update the rates/multiplier codes on the assignments contained within the orders, simply select the check box for Update Assignments. You will then have the option to select Only Active Assignments. If this option is checked, you will be able to choose the date the assignments were last active. If you would like to update the date being used, click on the Active As Of field and choose the intended date. If this option is left unchecked, all assignments within the orders will have their rates/multiplier codes updated, regardless of status:

Once the changes are entered click NEXT and you will be able to preview the changes before saving:

*Note* Within the Mass Update Rates - Preview Changes window, there are two flags that can appear that will need to be reviewed before submitting changes:

  • For records marked with a warning (orange), these will need to be reviewed carefully. Once these are reviewed and determined to not be an issue, the rate changes can be submitted.
  • For records marked with an error (red), these will not be able to be submitted with the rate changes until resolved.

Once all warnings and errors have been resolved, and all records have been inspected for accuracy, click on SUBMIT to complete the rate changes.

*Note* The new rates/multiplier codes are able to be seen within the Financials card of the Details tab of the order along with the assignment in the event that assignments were updated as well.

Related Articles