Objective
Unit Types are used when creating unit-based rates or defining fees in SOWs.
Unit Based rate types are used when workers are paid by the number of tasks or items completed. The Unit Type indicates the item or task that must be completed. For example, if Carla is paid $10 for every widget she assembles, the Unit Type is created to represent the widget.
The unit type must be created before the unit-based rate.
If the customer is not using unit-based rates, no unit types are needed.
| 1 | To view a list of units associated to the tenant, select Unit Type from the Financial Data section of the admin menu. |
The unit measurements that rates can be associated to will be listed here. There is minimal information presented: just the unit type’s code, name, and optional description.
| 2 | To view the details of the unit type, select an appropriate link in the Code column. |
Unit types exist solely for the purpose of creating items tracked by unit-based rates, so the only information provided is the code, name, optional description, and whether the item represents a product.
| 3 | If Yes is selected in the Product field, the unit type represents a physical object. This data point does not affect system functionality; it allows reports to include or exclude items based on this field. |
A unit type requires minimal information, just an object code and a name.
| 4 | To create a new Unit Type, you would select Edit from the Unit Type list page. |
| 5 | The only information required for a Unit Type is a Code and a Name. |
| 6 | A description is optional. |
| 7 | Indicating if the Unit Type is a product is also optional. |
| 8 | When you’ve completed the required information, you would select Add to create the Unit Type. |
Unit Types are used to create unit-based rates or define fees in Statements of Work (SOWs).
Key Points: