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How to Create a Shift Rate - Advanced
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How to Assign a Shift Rate to a Customer Account
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In the IDS Core’s main menu, click on Customers, then click on Account Details
This will open up the Customer Accounts Detail Tab.
Once that tab is open, locate the Customer Account you wish to add the Shift Rate to.
(for more information on how to find a Customer Account, please see this article: How to Manage Customer Accounts
Then double click on the Account.
This will populate the right hand side of the screen with this account’s saved details
Now click on “Staff” button in the “Pricing” section in the Toolbar located across the top of the screen
You will now see the Shift Rates table on the screen
In the “Selected” column, tick the boxes for the Shift Rates you wish to assign to this Customer Account
When done, click on the “Save” button located in the Toolbar
You will now see the confirmation pop up
Click on “Ok”
Your Shift Rates are now saved to this Customer Account
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