Define how bill types determine the margin or markup applied to calculate client bill rates in job orders.
Bill types determine how profit margins or markups are applied to pay amounts when calculating bill rates. You can configure which bill types are available by country and how they apply to standard rates and job rate estimates.
View Bill Type Definitions
The following table explains each bill type option available for standard rate and job estimate calculations.
Bill Type | Description | Example Calculation |
Margin Percentage | The bill rate is defined as a profit margin percentage. | If the margin is 50% and the pay amount is $350, the client is billed $525 (350 ÷ (100% − 50%)) plus applicable bill oncosts. |
Markup Dollar | The bill rate is defined as a fixed dollar markup added to the pay amount. | If the markup is $120 and the pay amount is $350, the client is billed $470 ($350 + $120) plus applicable bill oncosts. |
Markup Percent | The bill rate is defined as a markup percentage added to the pay amount. | If the markup is 120% and the pay amount is $350, the client is billed $770 ((1 + 120%) × 350) plus applicable bill oncosts. |
Flat | The bill rate is defined as a fixed monetary amount. | If the flat rate is $1200, the client is billed $1200 plus applicable bill oncosts. |
Markup Factor | The bill rate is calculated by multiplying the pay amount by a factor. | If the factor is 2 and the pay amount is $350, the client is billed $700 (350 × 2) plus applicable bill oncosts. |
Custom Bill Rate Formula | The bill rate is calculated using a custom formula. | Custom formulas can be configured in Rates and Rules > Maintenance > Custom Bill Formulas. |
📌 Note: These bill types can be enabled for each country under Country Settings, and click Bill Type.
Configure Standard Rate Bill Types
Follow these steps to define which bill types can be applied to job orders by country:
Go to Country Settings, then select the relevant country record.
Under Bill Type Settings, select the bill types you want to make available for standard rates.
Click Save to apply your configuration.
The selected bill types appear in the Bill Type column on the Standard Rates screen in Recruitment Manager when defining job order rates.
If multiple bill types are enabled, consultants can choose the appropriate type from a list.
If only one bill type is enabled, it appears automatically and cannot be changed.
⚠️ Important: You must select at least one standard rate bill type when configuring country settings.
Configure Job Estimate Margin or Markup
The Job Estimate Margin/Markup setting determines how the system calculates rate estimates in the Estimated Rates section of a job order.
Go to Country Settings, then open the relevant country.
Under Bill Type, choose a Job Estimate Margin/Markup calculation type.
Click Save to confirm.
The system then applies the selected method when calculating estimated rates on job orders for that country.
📌 Note:
If a pay code in the job order or standard rates is flagged as Include in Job Rate Estimate, its rate contributes to the Estimated Rates calculation.
If multiple pay codes are flagged, the displayed pay rate is the average of all included pay codes.
You must select a Job Estimate Margin/Markup type when configuring country settings.
Enable PAYG Leave
Some countries pay a percentage of leave based on hours worked per period (e.g., PAYG Leave in New Zealand or Rolled-Up Holiday in the United Kingdom).
To enable this option:
Go to Country Settings, then select the relevant country.
Check the Enable PAYG Leave box.
Edit the PAYG Leave Label if a custom name is required.
Click Save to confirm.
💡 Best Practices
Review and confirm country-specific compliance requirements before activating new bill types.
Use consistent bill type selections across regions to maintain accurate margin calculations.
Test rate configurations in a sandbox environment before deploying to production.
Document country settings changes for audit and reference purposes.
🤔 FAQs
Q1: What happens if no bill type is selected for a country?
Answer: At least one bill type must be configured; otherwise, job orders for that country cannot be created.
Q2: Can I create my own bill type formula?
Answer: Yes. You can configure a custom bill rate formula under Rates and Rules, then click on Maintenance, and click Custom Bill Formulas.
Q3: Does enabling PAYG Leave affect standard rate calculations?
Answer: No. PAYG Leave applies only to leave accrual calculations, not to standard rate or billing formulas.