Rates change. StaffVertex handles that, with guard rails around anything already settled.
A raise, or a new rate
Add a new entry to the rate history with the date it takes effect. Days before that keep the old rate, and days from it use the new one. Adding a rate is never blocked, whatever else exists.
Unpaid invoices covering the affected days are re-priced automatically, so a raise reaches the invoice sitting in your list and not only the next one.
What re-prices
- A member's pay rate updates that member's payable invoices.
- A project's bill rate updates that project's billable invoices.
- A project's pay per hour updates the payable invoices of everyone with a line for that project.
Paid and cancelled invoices are never touched. A settled amount is a record of a transaction, not a live calculation.
Re-pricing runs in batches. If a change reaches more invoices than one pass covers, you will be told to save again to continue.
Why a date can be locked
You may find you cannot move or delete an existing rate row. That happens when doing so would change the rate on a day already billed by an invoice that is generated but not yet paid, which would change what a live document is worth without anyone deciding to change a rate.
Two things follow:
- The rate on a locked row stays editable. Changing it re-prices the invoice, which is a visible act with a visible result.
- Only the date is frozen, and only where moving it would change a billed day.
Cancel or pay the invoice and the lock lifts.
The test is per day, not per period
A rate effective on the 11th prices an invoice covering the 17th to the 18th. Moving it to the 19th is refused, because those days would resolve a different rate. Moving it to the 5th is fine, because the 17th and 18th still resolve the same rate.
What payroll does
Payroll never freezes a rate. A payslip carries its own snapshot of what was paid, which a later rate change does not rewrite. You may be warned, but you will not be blocked.
When you cannot get the rate to apply
Nine times in ten the effective date is later than the hours. Check the date on the rate against the dates on the invoice.