Customizing Employee Classifications

Employee classifications define the types of workers in your company and their associated pay and bill rates.

Default Classifications

Site Service Pro comes with four default classifications:

Accessing Classifications

1. Click Admin in the navigation menu
2. Select Employee Classifications

Adding a New Classification

1. Click Add Classification

2. Enter the classification details:

   • Name: Classification title (e.g., "Master Electrician")
   • Description: Brief description of this role
   • Default Pay Rate: Standard hourly pay for this classification
   • Default Bill Rate: Standard hourly rate charged to clients
   • Display Order: Where this appears in lists

3. Click Save

Editing Classifications

1. Find the classification in the list
2. Click Edit
3. Update the details
4. Click Save

Example Classifications for an Electrical Contractor

Master Electrician
  Pay Rate: $55.00/hr
  Bill Rate: $110.00/hr

Journeyman Electrician
  Pay Rate: $45.00/hr
  Bill Rate: $85.00/hr

4th Year Apprentice
  Pay Rate: $35.00/hr
  Bill Rate: $65.00/hr

3rd Year Apprentice
  Pay Rate: $28.00/hr
  Bill Rate: $55.00/hr

2nd Year Apprentice
  Pay Rate: $22.00/hr
  Bill Rate: $45.00/hr

1st Year Apprentice
  Pay Rate: $18.00/hr
  Bill Rate: $38.00/hr

Project Manager
  Pay Rate: $50.00/hr
  Bill Rate: $95.00/hr

How Classifications Are Used

When Adding Employees

• Select the employee's classification
• Default rates are auto-filled (can be overridden per employee)

On Time Entries

• Employee's classification determines the billing rate
• Costs are calculated using pay rate + burden percentage

On Reports

• Filter and group by classification
• Compare productivity across classifications

Deactivating Classifications

If you no longer use a classification:

1. Edit the classification
2. Set Active to No
3. Save

Inactive classifications:

• Won't appear when adding new employees
• Existing employees keep their classification
• Historical data is preserved

Best Practices

1. Be specific: "4th Year Apprentice" is better than just "Apprentice"
2. Set accurate rates: Use your actual pay and billing rates
3. Review annually: Update rates as wages change
4. Keep it simple: Only create classifications you actually use