Timesheet rates

Timesheet rates

• Rate calculation
• Rate multiplier for specific weekdays
  • Examples

Be aware: Rates are always calculated from the duration of a record. The duration is often a rounded value and not the real difference between end and begin.

There are two rate types:

• Hourly rate: will be used to calculate the records rate by multiplying it with the duration (see below)
• Fixed rate: the value will be used to set the rate for every record, no matter how long the duration is

If any of the above is set to 0, the records rate will be set to 0. A fixed rate always wins over an hourly rate.

Rate calculation

The algorithm to calculate a timesheet records rate works by summing up scores, where the highest score wins:

• Activity rate: 5 points
• Project rate: 3 points
• Customer rate: 1 points
• User specific rate: +1 point

This leads to the following decision matrix:

If no rate can be found, the users hourly-rate preference will be used to calculate the records rate. In case that the users hourly-rate is not set or equals 0, the records rate will be set to 0.

The timesheet rate calculation is based on the following formula:

• Fixed rate: $fixedRate
• Hourly rate: $hourlyRate * ($durationInSeconds / 3600) * $factor

Please see below to see how you can apply configurable multiplying factors based on day and time.

Rate multiplier for specific weekdays

If you want to apply different hourly rates multiplication factor for specific weekdays, you can use this rates configuration.

1. You can define as many rules as you want (“workdays” and “weekend” are only examples)
2. Every matching rule will be applied, so be careful with overlapping rules
3. The end_date of timesheet records will be used to match the day (think about entries which are recorded overnight)
4. “days” is an array of weekdays, where the days need to be written in english and in lowercase
5. “factor” will be used as multiplier for the applied hourly rate
6. Rate rules will be applied on stopped timesheet records only, as it can’t be calculated before
7. There is no default rule active, by default the users hourly-rate is used for calculation

You can configure the hourly_rate rules by changing the configuration file local.yaml.

Examples

1. The “workdays” rule will use the default “hourly rate” for each timesheet entry recorded between “monday” to “friday” as a multiplication with 1 will not change the result
2. The “weekend” rule will add 50% to each timesheet entry that will be recorded on “saturdays” or “sundays”

kimai:
    timesheet:
        rates:
            workdays:
                days: ['monday','tuesday','wednesday','thursday','friday']
                factor: 1
            weekend:
                days: ['saturday','sunday']
                factor: 1.5