Any new work should be opened as a job ticket, as it happens. A job ticket can be opened anytime after it is conceived, and certainly before the work begins. It's important to open new jobs as soon as possible, since purchase orders and time can't be tracked without a job number.

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Each staff member (and freelancer, too) can have a custom skill set that highlights the tasks that they capable of doing.

A skill set is a list of tasks that a staff member is either proficient, qualified, or authorized to do.

All a skill set does is help clue the production & traffic managers into the staffers who are proficient in a particular task. Skills sets can be used interactively in the Resource Worksheet and scheduling job deadlines. (For example, in the Resource Worksheet you can filter staff members by capability — meaning their skill set — to focus in on only those people who can get the task done.) But even without a skill set, any staff member can still be assigned to any job task. Skill sets are optional.

Whether someone is proficient enough in a skill is subjective, so it’s the department manager/supervisor’s decision. Skill sets aren’t rigid, so they can easily changed as needed.

🔹 To see someone’s still set, choose Setup > Staff Members (Freelancers), find the staff member or freelancer, then click the skill set link.

HOW IT WORKS

• Each staff member can have his or her own set of standard and special billing rates.
• Special billing rates can be made for any combination of staff member, client, and task.
• Every task that allows for time tracking can have a custom special billing rate for a staffer
• A shortcut lets you increase a staffer's billing rates by any %, i.e., for annual raises, etc.
• Special rates are entered one client at a time.
• A shortcut lets you clear a staffer's special billing rates.


⚠️ There is no special cost rate, since the amount you pay your staff usually doesn’t vary by client or task. You can, however, change the cost rate when adding a time sheet (with the right access privileges).

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✳️ Staff vs. Freelance? Staff records can be marked as a freelancer (non-employee). Time sheets for freelancers can be summarized on special time and productivity reports, helping you analyze the value of freelance time vs. staff time on each client.

TO SET UP SOMEONE'S SKILL SET

1️⃣ Choose Setup > Staff Members (Freelancers) then find a staff member.

2️⃣ Click on the skill set link.

The Skill Set window opens, display all of the traffic tasks from the Task Table, arrange by group.

3️⃣ Click on a task to add it to the staffer’s skill set.

The note doesn't appear anywhere except here. It can describe anything you want to document about a special rate.

📎 Click on the use the same billing rate & note for all tasks checkbox if you want every task for a client to have the same staff billing rate and note.

4️⃣ Repeat these steps to choose other jobs and select their tasks.

5️⃣ Click Save.

Your newly-selected standard tasks will appear immediately on your daily time card, your Creative Dashboard, and on your time sheets.

TO REMOVE TASKS FROM SOMEONE'S SKILL SET

1️⃣ Open the Skill Set window, then uncheck the tasks that are no longer part of the skill set.

2️⃣ Click Save.

⚠️ Skill sets have no affect on time cards, time sheets, or productivity reports. They’re only purpose is the help traffic managers schedule job more accurately.

Tips

📌 You can print a report of billing rates to help compare how you bill accurately for time worked.

FAQs

💬 Does Clients & Profits do payroll? No, Clients & Profits doesn’t provide payroll services or handle any HR functions.

SEE ALSO
Staff Billing Rates
Staff Skill Sets
Staff Standard Tasks
Client Staff Access

EXPLAINERS
Staff Planned Hours
Cost Rates vs. Billing Rates
How C&P Uses Billing Rates
Jobr.mobi Invite Emails
When Staffers Quit