To create a travel rate sheet, follow the steps below:
Click Settings, Finance, Travel, then Pay Rate Sheet.
Click the plus + icon
Type Description
Select the sheet with arrow
Click Revisions from top of the page
Enter Data into the relevant fields:
From Date: The date from which the rates will apply.
Rate To Distance: The rate per mile at which mileage will be paid for the first x miles. If Mileage is not paid this can be left blank.
Up To Distance: The amount of miles that the Rate To Distance will apply. If Mileage is not paid this can be left blank. Anything over this amount of miles across a year will be paid at the rate in the next column Rate Above Distance. This adheres to HMRC recommendations about paying mileage above 10,000 miles at a different rate.
Rate Above Distance: The rate per mile at which mileage will be paid above the Up To Distance field.
Travel Time Hour Rate: The hourly rate at which travel time will be paid. If Travel Time is not paid this can be left blank. Travel Time may need to be calculated for National Minimum Wage calculations, but not paid.
Rate During: The rate per mile at which any manually entered mileage within a visit will be paid. This is entered within a visit either at planning or reconciliation. This is a mandatory field, so if not paid, £0.00 has to be entered.
Rate Per Visit: The rate per mile at which a fixed amount of miles would be paid. This number of miles is entered when configuring the Employees travel within their record.
To finish, click the Save icon.