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Service Partner and complete the onboarding process in Arez.","how-to-set-up-a-service-partner","2026-07-21T13:50:13.842923Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":426,"title":427,"subTitle":428,"slug":429,"display_order":116,"status":67,"is_public":68,"updated_at":430,"author":104,"authorInfo":431,"assign_to":432,"module":433},"d8d754a4-f52c-4fb4-a159-c6d5e2b52e0e","How to Copy and Paste Shifts in Arez","Quickly Duplicate Shifts Across Dates with or Without Staff Assignments","how-to-copy-and-paste-shifts-in-arez","2026-07-21T13:52:50.932107Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":435,"title":436,"subTitle":437,"slug":438,"display_order":125,"status":67,"is_public":68,"updated_at":439,"author":145,"authorInfo":440,"assign_to":441,"module":442},"751f953e-9f0e-402e-8059-9eeeb3fde74e","Manual Book On \u002F Book Off – User Guide","How to manually book on and book off a worker","manual-book-on-book-off-user-guide","2026-07-21T13:52:21.746030Z",{"id":145,"first_name":147,"last_name":148,"profileImageUrl":149},[],[],{"id":444,"title":445,"subTitle":446,"slug":447,"display_order":134,"status":67,"is_public":68,"updated_at":448,"author":104,"authorInfo":449,"assign_to":450,"module":451},"ce040d3e-7a6c-4941-b93e-a1b8b526eccd","How to Add a Worker in Arez","A step-by-step guide to creating a new worker profile in Arez","how-to-add-a-worker-in-arez","2026-07-21T13:51:12.956909Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":453,"title":454,"subTitle":455,"slug":456,"display_order":143,"status":67,"is_public":68,"updated_at":457,"author":104,"authorInfo":458,"assign_to":459,"module":460},"c3db0ab4-5c80-40a9-a16b-1561a7cc4bc5","How to Create, Assign, and Publish a Rota Using Arez Pulse","A step-by-step guide to creating rotas with Arez Pulse, assigning workers to shifts, and publishing schedules efficiently.","how-to-create-assign-and-publish-a-rota-using-arez-pulse","2026-07-21T13:55:42.120456Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":462,"title":463,"subTitle":464,"slug":465,"display_order":157,"status":67,"is_public":68,"updated_at":466,"author":145,"authorInfo":467,"assign_to":468,"module":469},"ac2e5e6a-c54c-42d0-8fe0-fa4699478318","Worker Holidays in Arez Operate","How holiday entitlement is managed by contract type","worker-holidays-in-arez-operate","2026-07-21T13:50:36.984663Z",{"id":145,"first_name":147,"last_name":148,"profileImageUrl":149},[],[],{"id":471,"title":472,"subTitle":473,"slug":474,"display_order":166,"status":67,"is_public":68,"updated_at":475,"author":104,"authorInfo":476,"assign_to":477,"module":478},"a6148cdf-3104-4722-a6a6-f1d9fe706a76","Rota Management in Arez Operate","Manage, schedule, assign, and monitor shifts efficiently within the Arez Operate Rota Management system.","rota-management-in-arez-operate","2026-08-14T20:21:22.617802Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":480,"title":481,"subTitle":482,"slug":483,"display_order":174,"status":67,"is_public":68,"updated_at":484,"author":104,"authorInfo":485,"assign_to":486,"module":487},"263832a2-7d37-4ac0-9f8c-7af9c4f65e69","How to Use Timesheet Arbitration in Arez for Area Managers (AM)","A step-by-step guide for Area Managers (AM) to review, manage, and resolve timesheet arbitration efficiently in Arez.","how-to-use-timesheet-arbitration-in-arez-for-area-managers-am","2026-07-21T13:59:06.608961Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":489,"title":490,"subTitle":491,"slug":492,"display_order":183,"status":67,"is_public":68,"updated_at":493,"author":104,"authorInfo":494,"assign_to":495,"module":496},"dbea735d-304c-4a42-8d96-43576f4fa641","Timesheet Exemptions Guide","Manage exemption rules that control how timesheet deductions are applied to workers and sites.","timesheet-exemptions-guide","2026-08-03T13:07:05.804605Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":498,"title":499,"subTitle":500,"slug":501,"display_order":193,"status":67,"is_public":68,"updated_at":502,"author":104,"authorInfo":503,"assign_to":504,"module":505},"e87b3997-2346-4e75-90c3-eb422de3438c","How to Use Invoicing in Arez","A step-by-step guide to creating, managing, approving, and tracking invoices efficiently in Arez.","how-to-use-invoicing-in-arez","2026-07-21T13:59:20.696156Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":507,"title":508,"subTitle":509,"slug":510,"display_order":202,"status":67,"is_public":68,"updated_at":511,"author":104,"authorInfo":512,"assign_to":513,"module":514},"493a8115-04c8-4d16-9a4b-efdbb565cc71","How to Generate Payroll in Arez","A step-by-step guide to generating payroll in Arez, reviewing calculations, and processing employee payments efficiently.","how-to-generate-payroll-in-arez","2026-07-21T13:59:32.337751Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":516,"title":517,"subTitle":518,"slug":519,"display_order":211,"status":67,"is_public":68,"updated_at":520,"author":104,"authorInfo":521,"assign_to":522,"module":523},"f7748688-67b3-4e45-adc4-266d504aac15","How to Generate a Combined Invoice Report in Arez","A step-by-step guide to generating a complete Combined Invoice Report in Arez.","how-to-generate-a-combined-invoice-report-in-arez","2026-07-21T14:00:18.731402Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":525,"title":526,"subTitle":527,"slug":528,"display_order":529,"status":67,"is_public":68,"updated_at":530,"author":104,"authorInfo":531,"assign_to":532,"module":533},"2d8109e6-c519-4872-bf8c-c99b3fc1b80e","How to Generate an Invoice for a Specific Site","Learn how to generate an invoice for a specific client site by selecting the required site, defining the billing period, and creating the invoice.","how-to-generate-an-invoice-for-a-specific-site",17,"2026-08-03T13:01:37.667364Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":535,"title":536,"subTitle":537,"slug":538,"display_order":220,"status":67,"is_public":68,"updated_at":539,"author":104,"authorInfo":540,"assign_to":541,"module":542},"c4d7355a-82b8-4209-9962-efd672c35fd9","Multi-Tier Management (Parent & Child Supplier Workforce Sharing)","Manage workforce sharing between parent and child suppliers through linked supplier networks.","multi-tier-management-parent-child-supplier-workforce-sharing","2026-08-28T06:27:19.478200Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":544,"title":545,"subTitle":546,"slug":547,"display_order":229,"status":67,"is_public":68,"updated_at":548,"author":104,"authorInfo":549,"assign_to":550,"module":551},"e28633ea-c848-4067-9f72-b893d266cb71","Foot Patrol Guide","Create, configure, assign, and monitor patrol routes within Arez Operate","foot-patrol-guide","2026-08-20T19:53:39.122554Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":553,"title":554,"subTitle":555,"slug":556,"display_order":246,"status":67,"is_public":68,"updated_at":557,"author":104,"authorInfo":558,"assign_to":559,"module":560},"b59f10bf-2496-4350-afbe-0d946a57ef25","Arez Operate Shift Pricing Help Guide","Understanding Pay Rates, Charge Rates, and Pricing Logic in Arez","arez-operate-shift-pricing-help-guide","2026-07-28T12:34:56.390210Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":562,"title":563,"subTitle":564,"slug":565,"display_order":566,"status":67,"is_public":68,"updated_at":567,"author":145,"authorInfo":568,"assign_to":569,"module":570},"eff1b106-8b98-4dd3-93f4-61b77d9843cb","How Rates Work in Arez Operate","Pay Rates, Charge Rates, and Worker Overrides Explained","how-rates-work-in-arez-operate",39,"2026-06-12T13:35:54.520474Z",{"id":145,"first_name":147,"last_name":148,"profileImageUrl":149},[],[],{"id":26,"title":28,"subTitle":572,"slug":27,"display_order":573,"status":67,"is_public":68,"updated_at":574,"author":104,"authorInfo":575,"assign_to":576,"module":577},"Automatically apply minimum billable-hour rules to client invoices and uplift billing hours where worked hours fall below the configured minimum.",41,"2026-08-17T09:55:10.286957Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":22,"title":24,"subTitle":579,"slug":23,"display_order":580,"status":67,"is_public":68,"updated_at":581,"author":104,"authorInfo":582,"assign_to":583,"module":584},"Create and manage manual invoices for client charges, assets, and other billable items.",42,"2026-08-17T10:22:35.126842Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],[],{"id":587,"name":57,"slug":58,"description":59,"icon":60,"display_order":77,"articles":588,"subcategories":589},"4676bd38-6f09-4fa9-b11c-afbf9a986334",[],[],{"id":591,"name":592,"slug":593,"description":59,"icon":60,"display_order":84,"articles":594,"subcategories":613},"d8405536-838c-466f-92a3-c81f464be470","Worker Guides","worker-guides",[595,604],{"id":596,"title":597,"subTitle":598,"slug":599,"display_order":52,"status":67,"is_public":68,"updated_at":600,"author":104,"authorInfo":601,"assign_to":602,"module":603},"944baada-3a08-40c8-a080-73bb135cf8eb","How to Complete Veriff Identity Verification","Learn how administrators can generate and send a Veriff verification link, and how workers can complete the identity verification process by submitting their identification documents and selfie for approval.","how-to-complete-veriff-identity-verification","2026-08-04T12:38:52.330642Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":605,"title":606,"subTitle":607,"slug":608,"display_order":77,"status":67,"is_public":68,"updated_at":609,"author":104,"authorInfo":610,"assign_to":611,"module":612},"5791da4f-11ac-4036-ac8e-37471f2e3652","How to Book On and Book Off Using the Arez App","A Step-by-Step Guide to Booking On and Booking Off Using the Arez App","how-to-book-on-and-book-off-using-the-arez-app","2026-08-19T08:10:27.638842Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],[],{"id":615,"name":616,"slug":617,"description":59,"icon":60,"display_order":93,"articles":618,"subcategories":631},"06e69e44-db5f-4f6a-aa6b-ee5a6d2780c8","Supplier Guides","supplier-guides",[619,625],{"id":42,"title":44,"subTitle":620,"slug":43,"display_order":52,"status":67,"is_public":68,"updated_at":621,"author":104,"authorInfo":622,"assign_to":623,"module":624},"Learn how to invite workers using a signup link or manually add them to your supplier workforce in Arez.","2026-08-03T13:09:08.588925Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],{"id":30,"title":32,"subTitle":626,"slug":31,"display_order":77,"status":67,"is_public":68,"updated_at":627,"author":104,"authorInfo":628,"assign_to":629,"module":630},"Learn how to add workers to the rota, assign shifts, and manage schedules as a Supplier or Service Partner.","2026-08-17T09:44:38.501672Z",{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},[],[],[],[633,650,663,674,686,703,716,742,755,767],{"id":26,"author_info":634,"category_info":635,"subcategory_name":638,"title":28,"subTitle":572,"slug":27,"content":641,"file":60,"summary":107,"sumy_summary":642,"status":67,"featured":643,"view_count":116,"helpful_count":644,"unhelpful_count":644,"display_order":573,"seo_title":107,"seo_description":107,"is_public":68,"assign_to":645,"module":646,"created_at":647,"updated_at":574,"published_at":60,"last_embedded_at":648,"subcategory":378,"category":370,"author":104,"published_by":60,"tags":649},{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},{"id":370,"name":371,"slug":372,"description":373,"icon":374,"display_order":77,"is_active":68,"created_at":636,"updated_at":637},"2026-01-27T15:13:55.995112Z","2026-08-17T08:13:02.510581Z",{"id":378,"name":75,"slug":76,"description":59,"icon":60,"display_order":52,"is_active":68,"created_at":639,"updated_at":640,"category":370},"2026-01-27T16:07:03.531992Z","2026-07-22T09:35:29.165662Z","\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Minimum Billing Automation – Arez Operate\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Overview\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Minimum Billing Automation\u003C\u002Fstrong> allows you to define a minimum number of billable hours for a client and automatically apply that rule when preparing invoices.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">If the actual worked hours are below the configured minimum, Arez calculates the difference and adds the required \u003Cstrong>uplift hours\u003C\u002Fstrong> to the invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This helps ensure agreed minimum billing commitments are applied consistently without manually adjusting individual shifts.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Important:\u003C\u002Fstrong> Minimum Billing affects \u003Cstrong>billable hours only\u003C\u002Fstrong>. The worker's actual worked hours and pay hours are not changed.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">For example, if a worker completes \u003Cstrong>6.92 hours\u003C\u002Fstrong> but the client's minimum billing rule is \u003Cstrong>8 hours\u003C\u002Fstrong>, the system can add \u003Cstrong>1.08 additional billable hours\u003C\u002Fstrong> to bring the invoice quantity up to 8 hours.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>What is Minimum Billing Automation?\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Minimum Billing Automation is a client-level billing rule used when a customer must be billed for a minimum number of hours, even where the actual worked time is lower.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The automation compares the applicable worked hours against the configured minimum when a draft invoice is prepared.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">If:\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Worked Hours < Minimum Billable Hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">the system calculates:\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Additional Hours = Minimum Billable Hours − Worked Hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Those additional hours are then added to the invoice when Minimum Billing is applied.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Example\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">A client has a minimum billing rule of \u003Cstrong>8 hours per worker per day\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">A worker completes:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Actual worked hours: \u003Cstrong>6.92 hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Minimum billable hours: \u003Cstrong>8.00 hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Additional hours required: \u003Cstrong>1.08 hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">After applying Minimum Billing:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worked hours remain \u003Cstrong>6.92 hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Billable hours become \u003Cstrong>8.00 hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Additional billed hours are \u003Cstrong>1.08 hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The additional amount depends on the rate configured for uplift hours.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Part 1: Configure Minimum Billing for a Client\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 1: Open the Client\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">From the left-side navigation menu:\u003C\u002Fspan>\u003C\u002Fp>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Clients & Sites\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select \u003Cstrong>Clients\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Open the client for which you want to configure Minimum Billing.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The selected client's \u003Cstrong>Client Information\u003C\u002Fstrong> page will open.\u003C\u002Fspan>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Faf617639-e552-43d1-9309-a459078d71f6\u002F20260812143901\u002Fpasted-image.webp\" alt=\"Configure Minimum Billing for a Client\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 2: Open the Minimum Billing Tab\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">From the tabs displayed on the Client Information page, select \u003Cstrong>Minimum Billing\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This page contains the billing rule and uplift-rate configuration for the selected client.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F95a29487-d92f-45df-9d9d-ae0ffebafee2\u002F20260812143935\u002Fpasted-image.webp\" alt=\"This page contains the billing rule and uplift-rate configuration for the selected client.\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 3: Enable Minimum Billing\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Turn on the \u003Cstrong>Enable minimum billing\u003C\u002Fstrong> toggle.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">When enabled, the configured rule becomes available when draft invoices are generated for this client.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">If Minimum Billing is disabled, no uplift will be offered during invoice preparation.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F3502ec58-4350-4591-8e40-e9e2919c641a\u002F20260812152340\u002Fimage.webp\" alt=\"If Minimum Billing is disabled, no uplift will be offered during invoice preparation.\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Configure the Minimum Billing Rule\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 4: Choose How the Minimum Should Apply\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Under \u003Cstrong>Minimum Billing Rule\u003C\u002Fstrong>, use the \u003Cstrong>Apply Per\u003C\u002Fstrong> field to define how Arez should evaluate the minimum.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The available options include:\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Worker per day\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The minimum is evaluated for each worker on each calendar day.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">For example, with an 8-hour minimum:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker A works 6 hours → 2 uplift hours may be added.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker B works 8 hours → no uplift is required.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This option is useful where the billing agreement guarantees a minimum charge for each individual worker per day.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Site per day\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The minimum is evaluated against the applicable site-level activity for the day.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use this option where the minimum billing commitment relates to the site rather than an individual worker.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select the option that matches the client's commercial billing agreement.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F029f2358-768d-4bd6-8759-f4260c049bee\u002F20260812153228\u002Fimage.webp\" alt=\"Choose How the Minimum Should Apply\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 5: Enter the Minimum Billable Hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">In \u003Cstrong>Minimum Billable Hours\u003C\u002Fstrong>, enter the minimum number of hours that should be billed.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Example:\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>8.00 hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">When the applicable worked hours fall below this value, Arez calculates the difference as additional uplift hours.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F22c44539-77c4-47ca-9ce6-5673a5fbb0d5\u002F20260812144054\u002Fpasted-image.webp\" alt=\"Enter the Minimum Billable Hour\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Configure the Rate for Additional Hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 6: Choose How Uplift Hours Should Be Charged\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Under \u003Cstrong>Rate for Additional (Uplift) Hours\u003C\u002Fstrong>, select how the additional hours should be priced.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">There are two options.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Use Applicable Charge Rate — Recommended\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select \u003Cstrong>Use applicable charge rate\u003C\u002Fstrong> if additional hours should use the worker, site, role, or contract's normal applicable charge rate.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This keeps the uplift aligned with the normal billing rate already associated with the shift.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Override Rate for Additional Hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select \u003Cstrong>Override rate for additional hours\u003C\u002Fstrong> if uplift hours should be charged at a specific rate.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">When selected, the \u003Cstrong>Override Rate\u003C\u002Fstrong> field appears.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Enter the required uplift rate.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Example:\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>£10.00\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">With this option:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Actual worked hours continue to use their normal applicable charge rate.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Only the additional uplift hours use the override rate.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F92f3afbf-362c-449c-8033-d24e0630555d\u002F20260812144114\u002Fpasted-image.webp\" alt=\"Select Override rate for additional hours if uplift hours should be charged at a specific rate.\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Understanding the “How It Works” Panel\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>How it works\u003C\u002Fstrong> panel provides a live example of the configured rule.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">It shows:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worked hours\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Minimum billable hours\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Additional uplift hours\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Rate for additional hours\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Total billable hours\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">For example:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker works: \u003Cstrong>2.00 hrs\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Minimum billable hours: \u003Cstrong>8.00 hrs\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Additional uplift hours: \u003Cstrong>6.00 hrs\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Total billable hours: \u003Cstrong>8.00 hrs\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use this preview to confirm that the configuration matches the intended billing rule.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F2a98f54a-850b-44a2-926b-b6a99878239d\u002F20260812144223\u002Fpasted-image.webp\" alt=\"Understanding the “How It Works” Panel\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 7: Save the Configuration\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Once the minimum rule and uplift rate are configured, click \u003Cstrong>Save Changes\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Minimum Billing is now configured for that client and can be applied when preparing eligible invoices.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Part 2: Create a Draft Invoice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">After configuring the client's Minimum Billing rule, create a draft invoice for the relevant billing period.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 8: Open Invoices & Billing\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">From the left-side navigation menu:\u003C\u002Fspan>\u003C\u002Fp>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Open \u003Cstrong>Reports & Finance\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Navigate to \u003Cstrong>Finance & Payroll\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Invoices & Billing\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The Invoices & Billing page displays existing invoices and their current statuses.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F3805de6c-a12a-4b30-9b06-53432ed2e91b\u002F20260812144248\u002Fpasted-image.webp\" alt=\"Open Invoices & Billing\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 9: Start a New Invoice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click the \u003Cstrong>+ Invoice\u003C\u002Fstrong> button in the top-right corner and begin creating a draft invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Create Draft Invoice\u003C\u002Fstrong> window will open.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Faa815fd0-b8d7-4769-a536-5b2a425cf7b2\u002F20260812144912\u002Fpasted-image.webp\" alt=\"Click the + Invoice button in the top-right corner and begin creating a draft invoice.\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Configure the Draft Invoice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 10: Select the Client\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Under \u003Cstrong>Clients\u003C\u002Fstrong>, select the client for which Minimum Billing was configured.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">You can also select the required \u003Cstrong>Invoice Grouping\u003C\u002Fstrong> option.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">For example:\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>One invoice per client\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fab65a651-134e-4e18-8ad0-a789ba9b697d\u002F20260812144936\u002Fpasted-image.webp\" alt=\"You can also select the required Invoice Grouping option.\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 11: Select the Sites\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Choose which sites should be included in the invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Available options may include:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>All active sites\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Selected sites only\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Exclude selected sites\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">If using \u003Cstrong>Selected sites only\u003C\u002Fstrong>, choose the specific site or sites to include.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F2eadfa7c-eb76-4b7f-9547-2917eec789be\u002F20260812145050\u002Fpasted-image.webp\" alt=\"If using Selected sites only, choose the specific site or sites to include.\">\u003Cbr>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 12: Define the Billing Period\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Enter the required:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>From\u003C\u002Fstrong> date\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>To\u003C\u002Fstrong> date\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Issue Date\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Due Date\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The billing period determines which approved timesheets are included in the draft invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F802011e8-4232-4c25-9870-7f6624044f1d\u002F20260812145112\u002Fpasted-image.webp\" alt=\"The billing period determines which approved timesheets are included in the draft invoice.\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 13: Complete Invoice Details\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Review or enter:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Invoice Number\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Amount basis, such as \u003Cstrong>Tax exclusive\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">VAT Rate\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Check the summary displayed on the right before proceeding.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F4e717302-50b9-4a97-9160-d6a7c1b5b8c8\u002F20260812145134\u002Fpasted-image.webp\" alt=\"Check the summary displayed on the right before proceeding.\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 14: Create the Draft Invoice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Create Draft Invoice\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The invoice is created in \u003Cstrong>Draft\u003C\u002Fstrong> status.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Minimum Billing is not automatically applied at this point. You can first review its impact before applying it.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Part 3: Preview Minimum Billing\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Open the newly created draft invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">When Minimum Billing is enabled for that client, a \u003Cstrong>Minimum billing available\u003C\u002Fstrong> banner appears at the top of the invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The banner displays information such as:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Current worked hours\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Billable hours after application\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Additional hours\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Additional amount\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">It also provides two actions:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Preview Changes\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Apply Minimum Billing\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F918675c7-14ae-4b77-83dc-86636cfbdd35\u002F20260812145214\u002Fpasted-image.webp\" alt=\"When Minimum Billing is enabled for that client, a Minimum billing available banner appears at the top of the invoice.\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 15: Preview the Changes\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Before applying the billing uplift, click \u003Cstrong>Preview Changes\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Minimum Billing Preview\u003C\u002Fstrong> window opens.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This allows you to review exactly what the system intends to add to the invoice before making any changes.\u003C\u002Fspan>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Understanding the Minimum Billing Preview\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The preview displays a summary of the proposed adjustment, including:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Worked Hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Billable Hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Additional Hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Additional Amount\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">It also identifies the specific invoice lines that fall below the configured minimum.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">For each affected line, you can review:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Shift\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Date\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Site\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Current Hours\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Minimum Hours\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Additional Hours\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Additional Amount\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Example\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">For a shift where:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Current hours = \u003Cstrong>6.92 hrs\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Minimum = \u003Cstrong>8 hrs\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">the preview shows:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Additional Hours = \u003Cstrong>+1.08 hrs\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Additional Amount = the value calculated using the configured uplift rate.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This lets you verify the adjustment before it is applied to the invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F92d94d2b-a3a8-4361-b079-7482c5727edc\u002F20260812145556\u002Fpasted-image.webp\" alt=\"Understanding the Minimum Billing Preview\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Part 4: Apply Minimum Billing\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 16: Apply the Uplift\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">After reviewing the preview, click \u003Cstrong>Apply Minimum Billing\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Arez updates the invoice using the configured Minimum Billing rule.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The additional billable hours are added only where required.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fcd3c7c36-af98-450a-a374-f23a4c3f0d44\u002F20260812150231\u002Fpasted-image.webp\" alt=\"Arez updates the invoice using the configured Minimum Billing rule.\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>What Happens After Minimum Billing Is Applied?\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">After you review the Minimum Billing Preview and click \u003Cstrong>Apply Minimum Billing\u003C\u002Fstrong>, Arez applies the required billing uplift to the draft invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Where an uplift is required:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The required \u003Cstrong>additional billable hours\u003C\u002Fstrong> are added to the invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>billable hours\u003C\u002Fstrong> reflect the minimum billing requirement.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The corresponding \u003Cstrong>additional amount\u003C\u002Fstrong> is included based on the configured uplift rate.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The worker's actual worked hours are not changed by the billing uplift.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Example\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Suppose the invoice initially shows:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Worked Hours:\u003C\u002Fstrong> 79.92 hrs\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Minimum Billing Rule:\u003C\u002Fstrong> 8 hours per worker per day\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Additional Hours Required:\u003C\u002Fstrong> +1.08 hrs\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Additional Amount:\u003C\u002Fstrong> £13\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The Minimum Billing calculation is:\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>79.92 Worked Hours + 1.08 Additional Hours = 81.00 Billable Hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">After the uplift is applied, the invoice reflects the additional billing required to meet the configured minimum.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F64327927-0a1c-4a52-b109-310880f82f5b\u002F20260812150604\u002Fpasted-image.webp\" alt=\"What Happens After Minimum Billing Is Applied?\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Important Billing Behaviour\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Worked Hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worked Hours represent the actual hours worked by the worker. Minimum Billing does not change these hours \u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Additional Hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Additional Hours represent the billing uplift required to bring an eligible worker or site up to the configured minimum.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">For example:\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>8.00 minimum − 6.92 worked = 1.08 additional hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Billable Hours\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Billable Hours represent the hours chargeable to the client after considering the Minimum Billing rule.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">When uplift is required:\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worked Hours + Additional Hours = Billable Hours\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">Example:\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>79.92 + 1.08 = 81.00 hrs\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">When no uplift is required:\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worked Hours + 0 = Billable Hours\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">Example:\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>81 + 0 = 81 hrs\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Key Points\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Minimum Billing is configured individually for each \u003Cstrong>client\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The minimum can be applied \u003Cstrong>per worker per day\u003C\u002Fstrong> or \u003Cstrong>per site per day\u003C\u002Fstrong>, depending on the client's billing agreement.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Arez only calculates an uplift when the applicable hours fall below the configured minimum.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Only the \u003Cstrong>difference between the worked hours and minimum billable hours\u003C\u002Fstrong> is added as uplift.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Worked Hours\u003C\u002Fstrong> represent the actual hours worked and are not changed by Minimum Billing.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Additional Hours\u003C\u002Fstrong> represent the billing uplift required to meet the configured minimum.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Billable Hours\u003C\u002Fstrong> represent the total hours chargeable to the client after the applicable uplift.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Additional uplift hours can use either the \u003Cstrong>applicable charge rate\u003C\u002Fstrong> or a configured \u003Cstrong>override rate\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Preview Changes\u003C\u002Fstrong> allows you to review affected invoice lines, additional hours, and additional amounts before applying the adjustment.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">If Additional Hours shows 0 hrs, no further Minimum Billing uplift is currently required. \u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Minimum Billing affects \u003Cstrong>client billing only\u003C\u002Fstrong> and does not alter the worker's actual worked hours.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Always review the Minimum Billing Preview before applying the adjustment to the draft invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Conclusion\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Minimum Billing Automation helps ensure that client invoices meet the configured minimum billing requirements without requiring users to manually adjust individual invoice lines.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Once configured, Arez identifies eligible hours that fall below the minimum and calculates the required billing uplift. Users can review the proposed adjustments through \u003Cstrong>Preview Changes\u003C\u002Fstrong> before applying them to the draft invoice.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This provides a more efficient and controlled billing process while keeping the original worked hours unchanged.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>","Automate minimum billing in Arez Operate by setting client billing rules, calculating uplift hours, previewing adjustments, and applying them to draft invoices without changing workers’ actual worked hours.",false,0,[],[],"2026-08-12T14:16:12.993348Z","2026-08-24T08:48:13.770704Z",[],{"id":562,"author_info":651,"category_info":652,"subcategory_name":653,"title":563,"subTitle":564,"slug":565,"content":654,"file":60,"summary":107,"sumy_summary":60,"status":67,"featured":643,"view_count":655,"helpful_count":644,"unhelpful_count":644,"display_order":566,"seo_title":656,"seo_description":657,"is_public":68,"assign_to":658,"module":659,"created_at":660,"updated_at":567,"published_at":60,"last_embedded_at":661,"subcategory":378,"category":370,"author":145,"published_by":60,"tags":662},{"id":145,"first_name":147,"last_name":148,"profileImageUrl":149},{"id":370,"name":371,"slug":372,"description":373,"icon":374,"display_order":77,"is_active":68,"created_at":636,"updated_at":637},{"id":378,"name":75,"slug":76,"description":59,"icon":60,"display_order":52,"is_active":68,"created_at":639,"updated_at":640,"category":370},"\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Preface\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">In facilities management and security operations, rates are not just numbers in a system—they directly affect \u003Cstrong>worker pay, client billing, and ultimately your margins\u003C\u002Fstrong>. A small mistake in how rates are set can quickly flow through into incorrect payroll, disputed invoices, or lost revenue.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Arez Operate has been designed to make this process both \u003Cstrong>flexible and controlled\u003C\u002Fstrong>. It allows you to define standard rates at the contract level while still enabling you to handle real-world exceptions—such as specialist workers, site-specific agreements, or negotiated pay—without compromising billing accuracy.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This guide explains how rates are structured in Arez, how they flow through the system, and how to use them correctly to ensure everything from rota creation to invoicing works seamlessly.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Overview\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Arez separates rates into two distinct types:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Pay Rate (£\u002Fhr)\u003C\u002Fstrong> → what you pay the worker\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Charge Rate (£\u002Fhr)\u003C\u002Fstrong> → what you bill the client\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This separation is intentional and ensures:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Clear financial control\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Accurate payroll\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Consistent invoicing\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>1. Contract Rates (The Foundation)\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Contracts form the \u003Cstrong>core of your rate structure\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">They define:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Pay Rate (£\u002Fhr)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Charge Rate (£\u002Fhr)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Overtime Rates\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Role-based rates (e.g. Security Officer, Supervisor)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Contracts can be applied at:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Client level\u003C\u002Fstrong> → default across all sites\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Site level\u003C\u002Fstrong> → overrides for specific locations\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">These rates are typically aligned with market standards, such as the \u003Cstrong>UK National Living Wage (e.g. £12.21\u002Fhr)\u003C\u002Fstrong> for base roles.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F5ccf4897-e807-4147-86b8-1a93805b0649\u002F20260422152610\u002FChatGPT_Image_Apr_22_2026__im0EpR9.webp\" alt=\"Contract rates\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>2. Worker Pay Rates (Overrides)\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">While contracts define standard rates, Arez allows you to set \u003Cstrong>worker-specific pay rates\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">These are configured in:\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Worker Profile → Pay Rates (Worker Overrides)\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker rates are used to handle exceptions such as:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Specialist staff\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Experienced workers receive higher pay\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Site-specific negotiated rates\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F508cffc4-8e4f-4a7c-a7f6-47521781f313\u002F20260427122629\u002FChatGPT_Image_Apr_27_2026__wavDiKz.webp\" alt=\"Worker default rate\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Worker Pay Rate Types\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>A. Default Worker Pay Rate\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">A standard rate applied across all sites.\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Overrides contract pay rates\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Used when no site-specific rate exists\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Example:\u003Cbr>\u003C\u002Fstrong> Default Pay Rate = \u003Cstrong>£12.21\u002Fhr\u003Cbr>\u003C\u002Fstrong> → Worker is paid £12.21 across all sites unless overridden\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>B. Site-Specific Worker Pay Rate\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">A custom rate for a particular site.\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Applies only to that site\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Overrides:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker default rate\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Contract pay rates\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Example:\u003Cbr>\u003C\u002Fstrong> Default = £12.21\u002Fhr\u003Cbr>O2 Arena = £13.50\u002Fhr\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">→ Worker is paid:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">£13.50 at O2 Arena\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">£12.21 elsewhere\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fb63179eb-24f0-48e1-afed-fedb8e478ec3\u002F20260427122250\u002FChatGPT_Image_Apr_27_2026__uGOKs7t.webp\" alt=\"Site-specific pay rate\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>3. Rate Priority (How the System Decides)\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Arez automatically applies the correct rate using a clear hierarchy.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Charge Rate Rule\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">💡 \u003Cstrong>Charge rates are always taken from contracts.\u003Cbr>\u003C\u002Fstrong> Worker settings do not affect billing rates.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F3ded9a5f-6a05-472d-b3df-4811914e9ff9\u002F20260427121251\u002FChatGPT_Image_Apr_27_2026__oIPlVbx.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>4. How Rates Flow Through the System\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">In Arez Operate, rates are not static—they move through the system and directly drive financial outputs.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Rates → Rota → Payroll & Billing\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Rates are configured\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">At the contract level (client or site)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Or overridden at the worker level\u003C\u002Fspan>\u003Cbr>\u003Cbr>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Rates are pulled into the rota\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">When a shift is created, Arez automatically:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Applies the correct \u003Cstrong>pay rate (based on priority)\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Applies the \u003Cstrong>charge rate from the contract\u003C\u002Fstrong>\u003C\u002Fspan>\u003Cbr>\u003Cbr>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Rota drives financial outputs\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The same rates are then used for:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Payroll calculations (pay rates)\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Client invoicing (charge rates)\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F2df5284c-e141-42a4-a7eb-25237890d4f6\u002F20260422153359\u002FChatGPT_Image_Apr_22_2026__UiFNjOz.webp\" alt=\"Rates on rota\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Why this matters\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Rates in Arez are not just reference values—they are used directly in live operations.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Any incorrect rate will flow through to:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker pay\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Client invoices\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Financial reporting\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Key takeaway\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Once a rate is applied to a shift in the rota, it becomes the \u003Cstrong>source of truth\u003C\u002Fstrong> for both payroll and billing.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>5. Example Scenarios\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ctable style=\"min-width: 374px;\">\u003Ccolgroup>\u003Ccol style=\"min-width: 25px;\">\u003Ccol style=\"width: 169px;\">\u003Ccol style=\"width: 180px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Scenario\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"169\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Pay Rate Used\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"180\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Charge Rate Used\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker at the site with a custom rate\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"169\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">£12.50\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"180\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">£16.50 (Contract)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker at new site\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"169\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">£12.21 (Default)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"180\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">£16.50 (Contract)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">No worker rates set\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"169\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">£12.21 (Contract)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"180\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">£16.50 (Contract)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F83b72614-d0ad-4df7-99bb-8aacf36d517c\u002F20260427122921\u002FChatGPT_Image_Apr_27_2026__WBypq6i.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>6. Important Warnings\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">⚠️ \u003Cstrong>Worker pay rates override contract pay rates\u003Cbr>\u003C\u002Fstrong> Any worker-level rate takes precedence.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">⚠️ \u003Cstrong>Charge rates are controlled via contracts only\u003Cbr>\u003C\u002Fstrong> Worker settings do not affect billing.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">⚠️ \u003Cstrong>Rates are used in live calculations\u003Cbr>\u003C\u002Fstrong> All rates feed directly into:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Rotas\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Payroll\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Invoices\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Incorrect rates may lead to:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Underpayment or overpayment\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Invoice disputes\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Margin loss\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>7. Best Practice\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">To keep your system accurate and scalable:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use \u003Cstrong>contracts\u003C\u002Fstrong> for standard rates\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use \u003Cstrong>worker overrides only for exceptions\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Keep base pay aligned with the \u003Cstrong>UK National Living Wage where applicable\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Avoid duplicating rate logic across multiple levels\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Review rates regularly\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F9efb6fa5-0bcd-487a-95a3-e4bf4738b5ef\u002F20260427123155\u002FChatGPT_Image_Apr_27_2026__jBn75sr.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Summary\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Contracts define \u003Cstrong>standard pay and charge rates\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker settings allow \u003Cstrong>controlled pay overrides\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Charge rates remain centralised for billing\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Rates flow into the \u003Cstrong>rota\u003C\u002Fstrong>, and from there directly into \u003Cstrong>payroll and invoicing\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The system applies rates automatically using a \u003Cstrong>clear priority hierarchy\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Need Help?\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">If you are unsure how to structure your rates or need assistance, contact your Arez support team.\u003C\u002Fspan>\u003Cbr>\u003C\u002Fp>",375,"Pay & Charge Rates in CAFM | Worker Overrides Explained","Learn how pay rates, charge rates, and worker overrides work in CAFM. Ensure accurate payroll, billing, and margin control with Arez Operate.",[],[],"2026-04-22T07:19:24.411810Z","2026-06-16T08:00:18.534473Z",[],{"id":544,"author_info":664,"category_info":665,"subcategory_name":666,"title":545,"subTitle":546,"slug":547,"content":667,"file":60,"summary":107,"sumy_summary":107,"status":67,"featured":643,"view_count":265,"helpful_count":644,"unhelpful_count":644,"display_order":229,"seo_title":668,"seo_description":669,"is_public":68,"assign_to":670,"module":671,"created_at":672,"updated_at":548,"published_at":60,"last_embedded_at":648,"subcategory":378,"category":370,"author":104,"published_by":60,"tags":673},{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},{"id":370,"name":371,"slug":372,"description":373,"icon":374,"display_order":77,"is_active":68,"created_at":636,"updated_at":637},{"id":378,"name":75,"slug":76,"description":59,"icon":60,"display_order":52,"is_active":68,"created_at":639,"updated_at":640,"category":370},"\u003Ch3>How to Create and Assign a Foot Patrol\u003C\u002Fh3>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cbr>\u003Cstrong>Overview\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The Foot Patrol feature enables you to create patrol routes for a site, configure checkpoints using QR Codes, NFC Tags, or GPS, and assign patrols to worker shifts. Once assigned, patrol activity can be monitored through the Patrol Run Review, allowing supervisors to track checkpoint completion and patrol progress.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Accessing Foot Patrol\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">From the left-hand navigation menu:\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Mobile Operations → Foot Patrol\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The Foot Patrol dashboard displays all existing patrol routes along with their status, linked sites, checkpoint count, schedules, and patrol history.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Ff22569ef-4ffa-4206-8cda-8af682f96d0d\u002F20260729123244\u002Fpasted-image.webp\" alt=\"How to Create and Assign a Foot Patrol\">\u003Cbr>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 1: Create a New Patrol\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>+ Create Patrol\u003C\u002Fstrong> in the top-right corner.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Complete the following information:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Patrol Name\u003C\u002Fstrong> – Enter a descriptive name for the patrol.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Frequency\u003C\u002Fstrong> – Choose how often the patrol should be completed (for example, every 2 hours or once per shift).\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Client\u003C\u002Fstrong> – Select the client.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Site\u003C\u002Fstrong> – Select the site where the patrol will be carried out.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Description\u003C\u002Fstrong> \u003Cem>(Optional)\u003C\u002Fem> – Add any notes or instructions for the patrol.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Once all required fields are completed, click \u003Cstrong>Save\u003C\u002Fstrong>.\u003Cbr>\u003Cbr>\u003C\u002Fspan>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Ff057a591-72a9-446d-abcd-990533056309\u002F20260729123322\u002Fpasted-image.webp\" alt=\"Create a New Patrol\">\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The newly created patrol will appear at the top of the patrol list.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 2: Open the Patrol\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click the newly created patrol from the patrol list to open its details.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The Patrol Detail page displays:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Patrol information\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Client\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Linked site\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Patrol frequency\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Checkpoint management\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Route map\u003C\u002Fspan>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fa0983d79-8b5e-4d10-9ce8-31e7c87e6a76\u002F20260731143556\u002Fimage.webp\" alt=\"Click the newly created patrol from the patrol list to open its details.\">\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 3: Add Checkpoints\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>+ Add Checkpoints\u003C\u002Fstrong> in the top-right corner of the Route Map.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Place checkpoints on the map wherever workers should complete patrol stops.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Each checkpoint can be edited individually to configure:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Checkpoint Name\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Checkpoint Type\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Completion Radius\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Location Settings\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fe2e3e400-fb82-417d-95e5-856a66dc33e8\u002F20260731143641\u002Fimage.webp\" alt=\"Place checkpoints on the map wherever workers should complete patrol stops.\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 4: Configure Checkpoint Types\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Each checkpoint supports three different completion methods.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>GPS Only\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Workers complete the checkpoint automatically when they enter the configured GPS radius.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Configure:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">GPS coordinates\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Completion Radius\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Completion Radius\u003C\u002Fstrong> determines how close the worker must be before the checkpoint is automatically completed.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">For example, a radius of \u003Cstrong>10 metres\u003C\u002Fstrong> means the checkpoint will automatically register once the worker comes within 10 metres of the checkpoint location.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fb3957ebe-905d-4fd2-bb27-433ca5babf0f\u002F20260731143730\u002Fimage.webp\" alt=\"Configure Checkpoint Types\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>QR Code\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Workers scan a printed QR Code placed at the checkpoint.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Additional options include:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">GPS Fallback\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Geofence Radius\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Print QR Code\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Download QR Code\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Regenerate QR Code\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">If \u003Cstrong>GPS Fallback\u003C\u002Fstrong> is enabled, workers can still complete the checkpoint by entering the configured GPS radius if scanning is not possible.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F5afe3a89-2346-492b-a3b9-15bcacfabda0\u002F20260731143754\u002Fimage.webp\" alt=\"If GPS Fallback is enabled, workers can still complete the checkpoint by entering the configured GPS radius if scanning is not possible.\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>NFC Tag\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Workers tap a physical NFC tag installed at the checkpoint.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">You can configure:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">NFC Tag ID\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">GPS Fallback\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Geofence Radius\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This provides an alternative to QR scanning while still supporting GPS-based completion if required.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F596945d1-9edd-46aa-92a1-972b22234eff\u002F20260731143832\u002Fimage.webp\" alt=\"This provides an alternative to QR scanning while still supporting GPS-based completion if required.\">\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 5: \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cstrong>Export Checkpoints\u003C\u002Fstrong>\u003Cbr>\u003Cbr>Export NFC Tags\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>Export the \u003Cstrong>NFC Tag\u003C\u002Fstrong> file, add the \u003Cstrong>NFC Tag IDs\u003C\u002Fstrong>, then import the updated file to assign the tags.\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch4>\u003Cstrong>Export QR Codes\u003C\u002Fstrong>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>Export the \u003Cstrong>QR Code\u003C\u002Fstrong> file to download the QR codes for all checkpoints.\u003Cbr>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F5c5316a6-4416-4eac-b554-217a911a9e80\u002F20260803143701\u002Fimport_or_export.webp\" alt=\"Export the NFC Tag file, add the NFC Tag IDs, then import the updated file to assign the tags.\">\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 6: Save the Patrol Route\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">After configuring all checkpoints, click \u003Cstrong>Save Checkpoints & Continue\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The patrol route is now ready to be assigned to worker shifts.\u003C\u002Fspan>\u003Cbr>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F82ca14b2-b2f1-45c5-85ec-bc2d88dafea1\u002F20260803143753\u002Fcontinue.webp\" alt=\"After configuring all checkpoints, click Save Checkpoints & Continue.\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 7: Assign Patrols to Shifts\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">All shifts for the selected site are displayed automatically.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">To assign a patrol:\u003C\u002Fspan>\u003C\u002Fp>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Locate the required shift.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Assign Patrol\u003C\u002Fstrong> on the shift card.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">A confirmation window appears.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Assign Patrol\u003C\u002Fstrong> again to confirm.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The patrol is now linked to that shift and will be available for the assigned worker.\u003C\u002Fspan>\u003Cbr>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F89016daf-9c38-49f6-bf87-a6865903f5e8\u002F20260731144134\u002Fimage.webp\" alt=\"The patrol is now linked to that shift and will be available for the assigned worker.\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 8: View Patrol Progress\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Open the assigned shift from the rota.\u003C\u002Fspan>\u003Cbr>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fb7680f7d-6f59-4874-9732-1dd870205189\u002F20260731144340\u002Fimage.webp\" alt=\"Open the assigned shift from the rota.\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">This opens the \u003Cstrong>Patrol Run Review\u003C\u002Fstrong> screen.\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The Patrol Run Review provides a complete overview of patrol activity, including:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Patrol route map\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Checkpoint path\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Time slots\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Checkpoint submissions\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Patrol progress\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker movement throughout the patrol\u003C\u002Fspan>\u003Cbr>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Selecting a time slot displays the corresponding checkpoint submission details, allowing supervisors to review patrol completion and monitor worker activity throughout the shift.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F37e9f45f-62c0-4f0b-8a5e-32d85fbb7067\u002F20260731144445\u002Fimage.webp\" alt=\"Selecting a time slot displays the corresponding checkpoint submission details, allowing supervisors to review patrol completion and monitor worker activity throughout the shift.\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Key Features\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Create multiple patrol routes for different sites.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Configure checkpoints using \u003Cstrong>GPS\u003C\u002Fstrong>, \u003Cstrong>QR Codes\u003C\u002Fstrong>, or \u003Cstrong>NFC Tags\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Automatically complete checkpoints using configurable GPS radiuses.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Assign patrols directly to worker shifts.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Monitor patrol completion through the Patrol Run Review.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Review checkpoint submissions and patrol progress in real time.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>","Foot Patrol Guide | Arez Help Centre","Learn how to use the Foot Patrol feature in Arez to create patrols, record checkpoints, capture evidence, and manage patrol activities efficiently from the mobile app.",[],[],"2026-07-29T12:32:29.815420Z",[],{"id":381,"author_info":675,"category_info":676,"subcategory_name":677,"title":382,"subTitle":383,"slug":384,"content":678,"file":60,"summary":107,"sumy_summary":107,"status":67,"featured":643,"view_count":679,"helpful_count":644,"unhelpful_count":644,"display_order":52,"seo_title":680,"seo_description":681,"is_public":68,"assign_to":682,"module":683,"created_at":684,"updated_at":385,"published_at":60,"last_embedded_at":648,"subcategory":378,"category":370,"author":104,"published_by":60,"tags":685},{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},{"id":370,"name":371,"slug":372,"description":373,"icon":374,"display_order":77,"is_active":68,"created_at":636,"updated_at":637},{"id":378,"name":75,"slug":76,"description":59,"icon":60,"display_order":52,"is_active":68,"created_at":639,"updated_at":640,"category":370},"\u003Ch4>Purpose\u003C\u002Fh4>\u003Cp>This guide explains how to add a new client in the Arez platform.\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Ch4>Step 1: Navigate to Clients\u003C\u002Fh4>\u003Col>\u003Cli>\u003Cp>From the left-side menu, click \u003Cstrong>Clients & Sites\u003C\u002Fstrong> and then select \u003Cstrong>Clients\u003C\u002Fstrong>.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>On the \u003Cstrong>Clients\u003C\u002Fstrong> page, click \u003Cstrong>Add New Client\u003C\u002Fstrong> in the top-right corner to create a new client.\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F67723946-f06a-49b8-8efe-cdc7e445532c\u002F20260609074053\u002Fimage.webp\" alt=\"\" width=\"1083\" height=\"518\">\u003C\u002Fp>\u003Ch4>\u003Cstrong>Step 2: Complete Contact Information\u003C\u002Fstrong>\u003C\u002Fh4>\u003Cp>The Add New Client form will open on the Contact Information tab.\u003C\u002Fp>\u003Cp>Fill in the required fields:\u003C\u002Fp>\u003Cp>• Client Logo (optional)\u003C\u002Fp>\u003Cp>• Search Company (optional lookup)\u003C\u002Fp>\u003Cp>• Registered Company Name*\u003C\u002Fp>\u003Cp>• Company Registration Number\u003C\u002Fp>\u003Cp>• Trade Name*\u003C\u002Fp>\u003Cp>• Email Address*\u003C\u002Fp>\u003Cp>• Phone Number\u003C\u002Fp>\u003Cp>• Date of Creation\u003C\u002Fp>\u003Cp>Tick the privacy policy checkbox, then click Save & Next.\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fb9db0bc6-7e0e-421d-ac1e-f0fc76abe783\u002F20260504133336\u002FAdd_Clients.Arez.webp\" alt=\"Add clients\">\u003C\u002Fp>\u003Cp>Fields marked with an asterisk () are mandatory.*\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Ch4>Step 3: Complete Client Information\u003C\u002Fh4>\u003Cp>Move to the Client Information tab and enter any additional client-specific details required.\u003C\u002Fp>\u003Cp>Review all information, then click Save & Next.\u003Cbr>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fae244621-0101-4d0e-80b7-2cd97870f591\u002F20260504133932\u002FClient_information.webp\" alt=\"Client information\">\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Ch4>Step 4: Add Location Information\u003C\u002Fh4>\u003Cp>In the Location Information tab:\u003C\u002Fp>\u003Cp>Enter:\u003C\u002Fp>\u003Cp>• Postcode*\u003C\u002Fp>\u003Cp>• Use postcode lookup\u002Fsearch if required\u003C\u002Fp>\u003Cp>• Business Address\u003C\u002Fp>\u003Cp>• Choose a Client Colour (used for identification within the system)\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F0dd189eb-cf4a-46e6-8454-b1ca6fa53ae2\u002F20260505074011\u002FAdd_Clients_-_Arez.webp\" alt=\"Add Clients\">\u003C\u002Fp>\u003Ch4>Step 5: Save the Client\u003C\u002Fh4>\u003Cp>Once all details are completed:\u003C\u002Fp>\u003Cp>1. Review the information\u003C\u002Fp>\u003Cp>2. Click Save & Close\u003C\u002Fp>\u003Cp>The client will now be added to the Clients list.\u003Cbr>\u003Cbr>\u003Cstrong>Need to add multiple sites? View the Bulk Upload Sites guide here:\u003C\u002Fstrong>\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fhelp.arez.io\u002Fdocs\u002Fhow-to-upload-multiple-sites-for-an-existing-client-using-bulk-upload\">https:\u002F\u002Fhelp.arez.io\u002Fdocs\u002Fhow-to-upload-multiple-sites-for-an-existing-client-using-bulk-upload\u003C\u002Fa>\u003C\u002Fp>",428,"How to Add a New Client in Arez | Client Setup Guide","Learn how to add a new client in Arez, including contact details, client information, location setup, and saving the client record for future site management.",[],[],"2026-04-27T14:05:48.894177Z",[],{"id":80,"author_info":60,"category_info":687,"subcategory_name":690,"title":81,"subTitle":82,"slug":83,"content":693,"file":60,"summary":107,"sumy_summary":694,"status":67,"featured":643,"view_count":695,"helpful_count":102,"unhelpful_count":52,"display_order":84,"seo_title":696,"seo_description":697,"is_public":68,"assign_to":698,"module":699,"created_at":700,"updated_at":85,"published_at":60,"last_embedded_at":701,"subcategory":74,"category":47,"author":60,"published_by":60,"tags":702},{"id":47,"name":48,"slug":49,"description":50,"icon":51,"display_order":52,"is_active":68,"created_at":688,"updated_at":689},"2026-01-22T11:29:29.959297Z","2026-08-17T08:10:00.771380Z",{"id":74,"name":75,"slug":76,"description":59,"icon":60,"display_order":77,"is_active":68,"created_at":691,"updated_at":692,"category":47},"2026-01-22T11:35:48.090195Z","2026-03-25T12:41:53.929412Z","\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>How to Create a Reactive Job\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">A reactive job can be created in either of the following ways:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click the \u003Cstrong>+\u003C\u002Fstrong> icon and select \u003Cstrong>Work Order\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Go to the \u003Cstrong>Reactive Jobs\u003C\u002Fstrong> page and click \u003Cstrong>+ Work Order\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fadbbc8eb-a543-4b24-9b82-1457f8c6c345\u002F20260803091327\u002Fpasted-image.webp\" alt=\"\">\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F8b87d86c-6fea-426c-a6b8-42e582a97741\u002F20260803091337\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>1. Overview\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Enter the job details:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Title\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Description\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>PM\u003C\u002Fstrong> (optional)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Specifications\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Category\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Priority\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Target Attendance\u003C\u002Fstrong> date and time\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Job Tags\u003C\u002Fstrong> (optional)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>External Notes\u003C\u002Fstrong> (optional)\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Tip:\u003C\u002Fstrong> Enter the job description and click \u003Cstrong>Auto Fill\u003C\u002Fstrong> to automatically generate the title and select the relevant category.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fe5ae546a-e3d9-496f-8536-635f7ec71d11\u002F20260803091419\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>2. Client & Site\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select the \u003Cstrong>Client\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select the \u003Cstrong>Site\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select any relevant \u003Cstrong>Assets\u003C\u002Fstrong> (optional).\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Create a \u003Cstrong>Visit\u003C\u002Fstrong> (optional).\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">You can also add a new client or site if it is not available in the list.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fe8cb639d-9c0d-4829-8677-de32cb7b17ee\u002F20260803091514\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>3. Supplier\u002FWorker Assignment\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This stage is optional. You can:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Assign the job to a \u003Cstrong>supplier\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Assign the job directly to a \u003Cstrong>worker\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Send a request to a supplier asking them to accept the job.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Feecf9e7a-8129-44ca-b95e-a28d647a678b\u002F20260803091551\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>4. Notes\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Add any relevant internal notes or additional job information. This stage is optional.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp style=\"text-align: center;\">\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F536a8215-bb04-487d-baa4-948154174026\u002F20260803091641\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Note:\u003C\u002Fstrong> Stages 3 and 4 will remain locked until all mandatory information in stages 1 and 2 has been completed.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">Once all required information has been entered, click \u003Cstrong>Save & Close\u003C\u002Fstrong> to create the job.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp style=\"text-align: center;\">\u003Cbr>\u003C\u002Fp>","Learn how to create a reactive job in Arez FieldIQ by entering job details, selecting the client and site, assigning a supplier or worker, and adding optional notes before saving the job.",452,"How to Create a Reactive Job | Arez Help Centre","Learn how to create a reactive job in Arez, enter job details, select a client and site, assign a supplier or worker, and add notes.",[],[],"2026-01-23T10:26:59.887144Z","2026-08-12T15:34:16.453054Z",[],{"id":98,"author_info":704,"category_info":705,"subcategory_name":706,"title":99,"subTitle":100,"slug":101,"content":707,"file":60,"summary":107,"sumy_summary":708,"status":67,"featured":643,"view_count":709,"helpful_count":644,"unhelpful_count":644,"display_order":102,"seo_title":710,"seo_description":711,"is_public":68,"assign_to":712,"module":713,"created_at":714,"updated_at":103,"published_at":60,"last_embedded_at":648,"subcategory":74,"category":47,"author":104,"published_by":60,"tags":715},{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},{"id":47,"name":48,"slug":49,"description":50,"icon":51,"display_order":52,"is_active":68,"created_at":688,"updated_at":689},{"id":74,"name":75,"slug":76,"description":59,"icon":60,"display_order":77,"is_active":68,"created_at":691,"updated_at":692,"category":47},"\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">PPM vs Reactive Jobs: Understanding the Key Differences in Maintenance Management\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Effective maintenance management is essential for ensuring equipment reliability, reducing downtime, and maintaining operational efficiency. Two common approaches used in facilities management and maintenance operations are \u003Cstrong>PPM (Planned Preventive Maintenance)\u003C\u002Fstrong> and \u003Cstrong>Reactive Maintenance\u003C\u002Fstrong>. Understanding the differences between these approaches helps businesses improve performance, reduce costs, and enhance services quality.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">What is PPM (Planned Preventive Maintenance)?\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Planned Preventive Maintenance (PPM)\u003C\u002Fstrong> refers to scheduled maintenance activities performed regularly to prevent equipment failures before they occur. These tasks are planned in advance based on time intervals, usage, or manufacturer recommendations.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Examples of PPM jobs include:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Routine inspections\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Equipment servicing\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Safety checks\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Cleaning and lubrication\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Replacing worn components before failure\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">Benefits of PPM:\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Reduces unexpected breakdowns:\u003C\u002Fstrong> Prevents equipment failures by addressing issues early.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Increases equipment lifespan:\u003C\u002Fstrong> Regular maintenance keeps assets operating efficiently for longer.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Improves compliance:\u003C\u002Fstrong> Ensures safety standards and regulations are met.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Minimises downtime:\u003C\u002Fstrong> Scheduled maintenance reduces disruption to operations.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Predictable costs:\u003C\u002Fstrong> Maintenance expenses can be budgeted more effectively.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">Challenges of PPM:\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Requires planning and scheduling\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">May involve maintenance on equipment that is still functioning well\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Initial setup and management can be time-consuming\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">What are Reactive Jobs?\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Reactive Maintenance\u003C\u002Fstrong>, often called \u003Cstrong>breakdown maintenance\u003C\u002Fstrong>, occurs when maintenance is performed only after an asset or system fails. In this approach, action is taken in response to a problem rather than preventing it.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Examples of reactive jobs include:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Emergency repairs\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Fixing broken equipment\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Responding to system failures\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Urgent replacement of damaged components\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">Benefits of Reactive Maintenance:\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Lower upfront maintenance costs:\u003C\u002Fstrong> No scheduled servicing costs until an issue arises.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Less planning required:\u003C\u002Fstrong> Maintenance is only performed when necessary.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Suitable for non-critical assets:\u003C\u002Fstrong> Can be effective for equipment with minimal impact on operations.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">Challenges of Reactive Maintenance:\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Unexpected downtime and disruption\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Higher emergency repair costs\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Potential safety risks\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Reduced equipment lifespan\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Difficult to predict maintenance budgets\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">PPM vs Reactive Jobs: Key Differences\u003C\u002Fspan>\u003C\u002Fh3>\u003Ctable style=\"min-width: 469px;\">\u003Ccolgroup>\u003Ccol style=\"min-width: 25px;\">\u003Ccol style=\"width: 230px;\">\u003Ccol style=\"width: 214px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Factor\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"230\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>PPM (Preventive Maintenance)\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"214\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Reactive Maintenance\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Approach\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"230\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Proactive\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"214\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Reactive\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Timing\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"230\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Scheduled before failures occur\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"214\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Performed after failure\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Cost\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"230\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Predictable and planned\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"214\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Unpredictable and often higher\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Downtime\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"230\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Reduced\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"214\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Increased\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Equipment lifespan\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"230\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Extended\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"214\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Potentially shortened\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Planning required\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"230\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">High\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"214\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Low\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Risk level\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"230\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Lower\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"214\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Higher\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">Which Approach is Better?\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Neither approach is universally better; the right strategy depends on the type of equipment, operational requirements, and business goals.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>PPM is ideal for:\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Critical assets and equipment\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Compliance-driven industries\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Businesses aiming to reduce downtime\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Reactive maintenance may suit:\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Low-cost or non-essential equipment\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Assets where failure has minimal impact\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Situations where scheduled maintenance is not cost-effective\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Many organisations adopt a \u003Cstrong>hybrid approach\u003C\u002Fstrong>, combining preventive maintenance for critical systems with reactive maintenance for less important assets.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">Conclusion\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">PPM and reactive jobs represent two different maintenance strategies: one focuses on prevention, while the other responds to failures after they happen. Implementing the right balance between both approaches can improve efficiency, reduce operational costs, and ensure smoother day-to-day operations.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">By understanding when to use preventive maintenance and when reactive maintenance is appropriate, businesses can make informed decisions that support long-term performance and reliability.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>","This article explains how PPM and Reactive Maintenance support different maintenance needs. PPM focuses on preventing problems through planned maintenance, while reactive maintenance addresses issues as they arise. Using the right approach helps reduce downtime, manage costs, and keep assets running efficiently.",846,"Variations & Additional Works in Arez | Protect Margin & Reduce Disputes","Learn how to manage variations and additional works in Arez. Capture evidence, create quotations, get approvals, and update jobs to protect margins and prevent disputes.",[],[],"2026-01-23T13:22:17.734136Z",[],{"id":717,"author_info":60,"category_info":718,"subcategory_name":725,"title":731,"subTitle":731,"slug":732,"content":733,"file":60,"summary":107,"sumy_summary":60,"status":67,"featured":643,"view_count":734,"helpful_count":644,"unhelpful_count":644,"display_order":84,"seo_title":735,"seo_description":736,"is_public":68,"assign_to":737,"module":738,"created_at":739,"updated_at":740,"published_at":60,"last_embedded_at":661,"subcategory":726,"category":719,"author":60,"published_by":60,"tags":741},"1b8c7cf5-3a67-4dfc-b06f-5e2833a95ef5",{"id":719,"name":720,"slug":721,"description":107,"icon":722,"display_order":84,"is_active":643,"created_at":723,"updated_at":724},"c9637823-47ac-47bf-8357-b51f072086cd","Frost (Winter Services)","frost-winter-services","https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fhelp_module\u002Fcategory_icons\u002FFrost%20(Winter%20Services)\u002F20260127155634\u002Fcategory-icon.png","2026-01-27T15:14:40.879724Z","2026-05-04T09:34:07.338249Z",{"id":726,"name":727,"slug":728,"description":59,"icon":60,"display_order":52,"is_active":68,"created_at":729,"updated_at":730,"category":719},"0cf469fc-182d-4f4e-bc3e-4ff58c8b412e","User Guides","user-guides-1","2026-01-27T16:06:38.284606Z","2026-01-27T16:06:38.284635Z","Setting Weather Triggers & Thresholds","setting-weather-triggers-thresholds","\u003Ch2>Setting Weather Triggers & Thresholds\u003C\u002Fh2>\u003Ch3>Trigger Overview\u003C\u002Fh3>\u003Cp>Explains how weather triggers are used to automate alerts or actions.\u003C\u002Fp>\u003Ch3>Weather Parameters\u003C\u002Fh3>\u003Cp>Select conditions such as temperature, frost risk, snow, rain, or wind.\u003C\u002Fp>\u003Ch3>Threshold Values\u003C\u002Fh3>\u003Cp>Define minimum or maximum values that activate a trigger.\u003C\u002Fp>\u003Ch3>Alert Levels\u003C\u002Fh3>\u003Cp>Set warning, alert, or critical levels based on severity.\u003C\u002Fp>\u003Ch3>Site or Region Scope\u003C\u002Fh3>\u003Cp>Apply triggers to specific sites, routes, or regions.\u003C\u002Fp>\u003Ch3>Timing & Duration\u003C\u002Fh3>\u003Cp>Configure when triggers are active and how long they apply.\u003C\u002Fp>\u003Ch3>Notifications\u003C\u002Fh3>\u003Cp>Choose who receives alerts and how they are delivered.\u003C\u002Fp>\u003Ch3>Automation Rules\u003C\u002Fh3>\u003Cp>Link triggers to automatic actions such as call-outs or tasks.\u003C\u002Fp>\u003Ch3>Testing & Validation\u003C\u002Fh3>\u003Cp>Test triggers to ensure they activate correctly.\u003C\u002Fp>\u003Ch3>Review & Updates\u003C\u002Fh3>\u003Cp>Update thresholds seasonally or as operational needs change.\u003C\u002Fp>",122,"Setting Weather Triggers & Thresholds | Automated Alerts & Conditions","Configure weather triggers and thresholds to automate alerts and actions. Set parameters, define alert levels, manage site scope, and enable smart automation for efficient weather-based operations.",[],[],"2026-01-28T08:04:12.151407Z","2026-03-25T11:55:44.828634Z",[],{"id":399,"author_info":743,"category_info":744,"subcategory_name":745,"title":400,"subTitle":401,"slug":402,"content":746,"file":60,"summary":107,"sumy_summary":60,"status":67,"featured":643,"view_count":747,"helpful_count":644,"unhelpful_count":644,"display_order":77,"seo_title":748,"seo_description":749,"is_public":68,"assign_to":750,"module":751,"created_at":752,"updated_at":403,"published_at":60,"last_embedded_at":753,"subcategory":378,"category":370,"author":104,"published_by":60,"tags":754},{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},{"id":370,"name":371,"slug":372,"description":373,"icon":374,"display_order":77,"is_active":68,"created_at":636,"updated_at":637},{"id":378,"name":75,"slug":76,"description":59,"icon":60,"display_order":52,"is_active":68,"created_at":639,"updated_at":640,"category":370},"\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">How to Add a User in Arez\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">Step 1: Navigate to Management Console\u003C\u002Fspan>\u003C\u002Fh4>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">Open the \u003Cstrong>Management Console\u003C\u002Fstrong> from the left-side menu.\u003C\u002Fspan>\u003Cbr>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fdcd865df-ca7e-4e59-9831-a5142b498b70\u002F20260510110426\u002Fpasted-image.webp\" alt=\"\">\u003Cbr>\u003Cspan style=\"color: rgb(0, 0, 0);\">From there, you can either:\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click on \u003Cstrong>User Management\u003C\u002Fstrong> under the \u003Cstrong>Workforce & Compliance\u003C\u002Fstrong> section, or\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click on the \u003Cstrong>“Add User”\u003C\u002Fstrong> button located at the top-right corner.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">Both options will take you to the \u003Cstrong>User Management\u003C\u002Fstrong> page shown below.\u003C\u002Fspan>\u003Cbr>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F2a359f08-28f1-4834-8400-fb83ea30bba0\u002F20260510110542\u002Fpasted-image.webp\" alt=\"\">\u003Cbr>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Step 2: Add New System User\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click on the \u003Cstrong>“+ New System User”\u003C\u002Fstrong> button located at the top-right corner of the page.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">A pop-up window will appear where you need to enter the user details such as:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">First Name\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Last Name\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Username\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Email Address\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Department\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Phone Number\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Password\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">User Role\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Profile Picture (optional)\u003C\u002Fspan>\u003Cbr>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F50e95283-d14e-4c53-ac41-74396f718f1d\u002F20260510110702\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">You can also tick the checkbox \u003Cstrong>“Send email to user with username\u002Fpassword”\u003C\u002Fstrong> if you want the login credentials to be emailed directly to the user.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Once all the required details have been added, click on the \u003Cstrong>“Create”\u003C\u002Fstrong> button to create the new user account.\u003C\u002Fspan>\u003C\u002Fp>",54,"How to Add a User in Arez | User Management Guide","Learn how to add a new system user in Arez, assign roles, enter user details, manage permissions, and send login credentials directly by email.",[],[],"2026-05-10T11:04:11.632631Z","2026-07-29T07:09:40.234133Z",[],{"id":489,"author_info":756,"category_info":757,"subcategory_name":758,"title":490,"subTitle":491,"slug":492,"content":759,"file":60,"summary":107,"sumy_summary":60,"status":67,"featured":643,"view_count":211,"helpful_count":644,"unhelpful_count":644,"display_order":183,"seo_title":760,"seo_description":761,"is_public":68,"assign_to":762,"module":763,"created_at":764,"updated_at":493,"published_at":60,"last_embedded_at":765,"subcategory":378,"category":370,"author":104,"published_by":60,"tags":766},{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},{"id":370,"name":371,"slug":372,"description":373,"icon":374,"display_order":77,"is_active":68,"created_at":636,"updated_at":637},{"id":378,"name":75,"slug":76,"description":59,"icon":60,"display_order":52,"is_active":68,"created_at":639,"updated_at":640,"category":370},"\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Timesheet Exemptions Guide\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Overview\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Timesheet Exemptions\u003C\u002Fstrong> feature allows administrators to configure site-level exemptions that prevent specific arbitration deductions from being applied to workers' timesheets.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Exemptions can be configured for:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Time Pricing Deductions\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Book-On\u002FOff Deductions\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Once a site exemption is created and saved, the selected exemption rules will automatically apply to workers who have previously worked at that site.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Accessing Timesheet Exemptions\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Navigate to \u003Cstrong>Reports & Finance\u003C\u002Fstrong> from the left-hand menu.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select \u003Cstrong>Arbitration\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Timesheet Arbitration\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select \u003Cstrong>Timesheet Exclusions\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Manage Exemptions\u003C\u002Fstrong> window will open, allowing you to manage site and worker exemptions.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fd09ac72d-3405-41a8-9ef6-9e9ccffac7d4\u002F20260616113220\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Creating a Site Exemption\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>+ Add Site Exemption\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">In the \u003Cstrong>Site\u003C\u002Fstrong> field, search for and select the required site.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Configure the exemption rules using the available toggles.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Add an optional internal note if required.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Save\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The exemption will now be applied to the selected site.\u003Cbr>\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F24a6559d-16b9-4551-a7b6-a105d5ece53c\u002F20260616113317\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Exemption Rules\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Time Pricing Exempt\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Purpose:\u003C\u002Fstrong> Controls whether deductions are applied when an officer arrives late.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Toggle ON\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">No time pricing deductions will be applied.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The scheduled shift time will be used for payable and chargeable time calculations.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Officers will not receive deductions for late arrivals.\u003Cbr>\u003Cbr>\u003C\u002Fspan>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F9f56cab0-3ecc-46d7-a7f7-e61e5745632f\u002F20260616113406\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Toggle OFF\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Standard arbitration rules apply.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Deductions will be applied when an officer is late according to the configured time pricing rules.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Example:\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Scheduled Shift: 08:00 – 16:00\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Officer arrives at 08:15\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Time Pricing Exempt ON:\u003C\u002Fstrong> No deduction applied.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Time Pricing Exempt OFF:\u003C\u002Fstrong> Late arrival deduction is applied.\u003Cbr>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Ff10b3447-13af-4fa1-89aa-bda800de49e7\u002F20260616113521\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Book-On\u002FOff Deduction Exempt\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Purpose:\u003C\u002Fstrong> Controls whether deductions are applied when workers fail to book on or book off.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Toggle ON\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Missing Book-On deductions will not be applied.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Missing Book-Off deductions will not be applied.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Workers will not be penalized for missing book-on or book-off actions.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Toggle OFF\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Standard arbitration rules apply.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Missing Book-On and Book-Off deductions will be applied where applicable.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Example:\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Book-On\u002FOff Deduction Exempt ON\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker forgets to book on.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">No deduction is applied.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Book-On\u002FOff Deduction Exempt OFF\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker forgets to book on.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Deduction is applied according to arbitration settings.\u003Cbr>\u003Cbr>\u003C\u002Fspan>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F1fafeb0c-596a-4f35-b17b-13e2463c892b\u002F20260616113559\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Automatic Application of Site Exemptions\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">When a site exemption is created:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The exemption automatically applies to workers who have previously worked at the selected site.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Future timesheet arbitration calculations will respect the exemption settings configured for that site.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Editing an Exemption\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Open \u003Cstrong>Timesheet Exclusions\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Locate the site in the \u003Cstrong>Site Exemptions\u003C\u002Fstrong> list.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click the \u003Cstrong>Edit (Pencil)\u003C\u002Fstrong> icon.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Update the exemption settings.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Save\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Deleting an Exemption\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Open \u003Cstrong>Timesheet Exclusions\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Locate the exemption you wish to remove.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click the \u003Cstrong>Delete (Trash Bin)\u003C\u002Fstrong> icon.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Confirm the deletion.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Once removed, normal arbitration deduction rules will apply again.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Summary\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Ctable style=\"width: 1420px;\">\u003Ccolgroup>\u003Ccol style=\"width: 938px;\">\u003Ccol style=\"width: 313px;\">\u003Ccol style=\"width: 169px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"938\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Setting\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"313\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Toggle ON\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"169\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Toggle OFF\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"938\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Time Pricing Exempt\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"313\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">No deductions for late arrivals. Scheduled shift time used for payable and chargeable calculations.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"169\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Late arrival deductions are applied.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"938\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Book-On\u002FOff Deduction Exempt\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"313\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">No deductions for missing book-on or book-off actions.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"169\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Missing book-on\u002Foff deductions are applied.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Cp>\u003Cbr>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Important:\u003C\u002Fstrong> If both toggles are enabled and the exemption is saved, no time pricing deductions or book-on\u002Foff deductions will be applied for workers associated with the selected site.\u003C\u002Fspan>\u003C\u002Fp>","Timesheet Exemptions Guide | Arez Documentation","Configure timesheet exemptions in Arez to manage site-level deduction rules, control time pricing and book-on\u002Foff exemptions, and ensure accurate payroll and timesheet processing.",[],[],"2026-06-16T11:32:03.803276Z","2026-08-12T06:21:02.623705Z",[],{"id":535,"author_info":768,"category_info":769,"subcategory_name":770,"title":536,"subTitle":537,"slug":538,"content":771,"file":60,"summary":107,"sumy_summary":107,"status":67,"featured":643,"view_count":299,"helpful_count":644,"unhelpful_count":644,"display_order":220,"seo_title":772,"seo_description":773,"is_public":68,"assign_to":774,"module":775,"created_at":776,"updated_at":539,"published_at":60,"last_embedded_at":777,"subcategory":378,"category":370,"author":104,"published_by":60,"tags":778},{"id":104,"first_name":106,"last_name":107,"profileImageUrl":108},{"id":370,"name":371,"slug":372,"description":373,"icon":374,"display_order":77,"is_active":68,"created_at":636,"updated_at":637},{"id":378,"name":75,"slug":76,"description":59,"icon":60,"display_order":52,"is_active":68,"created_at":639,"updated_at":640,"category":370},"\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Multi-Tier Management (Parent & Child Supplier Workforce Sharing)\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Overview\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Multi-Tier Management\u003C\u002Fstrong> feature allows a Parent Supplier to create a network of Child Suppliers, share selected workers with them, and manage workforce allocation across multiple suppliers. This functionality enables Parent Suppliers to utilize workers from linked Child Suppliers while maintaining visibility of the workforce hierarchy and worker ownership.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The Parent Supplier can only assign workers that have been explicitly shared by the Child Suppliers.\u003Cbr>\u003Cbr>\u003Cem>Navigate to \u003C\u002Fem>\u003Cstrong>\u003Cem>Service Partners\u003C\u002Fem>\u003C\u002Fstrong>\u003Cem>, search for the Parent Supplier, and open the supplier profile.\u003C\u002Fem>\u003C\u002Fspan>\u003Cbr>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F3f826fdd-047a-4ad1-bb6b-c3a6e2b66edf\u002F20260722090531\u002Fimage.webp\" alt=\"\">\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Accessing Multi-Tier Management\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">From the left navigation menu, click \u003Cstrong>Service Partners\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Search for the supplier that will act as the \u003Cstrong>Parent Supplier\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Open the supplier profile.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select the \u003Cstrong>Linked Suppliers\u003C\u002Fstrong> tab.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Linked Suppliers\u003C\u002Fstrong> page allows you to:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Link new Child Suppliers.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">View all linked suppliers.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Monitor the number of workers available across the supplier network.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Share workers with linked suppliers.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Remove supplier links.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">View the supplier hierarchy using the \u003Cstrong>Roster Hierarchy Map\u003C\u002Fstrong>.\u003C\u002Fspan>\u003Cbr>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cem>The \u003C\u002Fem>\u003Cstrong>\u003Cem>Linked Suppliers\u003C\u002Fem>\u003C\u002Fstrong>\u003Cem> tab displays all connected suppliers, workforce statistics, and the Roster Hierarchy Map.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fda25ec65-c3f2-4365-a4bf-485cfb4b83fa\u002F20260722090557\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Linked Suppliers Dashboard\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Linked Suppliers\u003C\u002Fstrong> tab provides a complete overview of your supplier network.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Supplier Network Summary\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The dashboard displays:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Parent Supplier\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Total Linked Suppliers\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Total Network Workers\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker sharing statistics\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Each linked supplier card contains:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Supplier Name\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Approval Status\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Workforce Overview\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Shared Workers count\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Total Workers count\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Link creation date\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">View Profile\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Share Workers button\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Unlink button\u003C\u002Fspan>\u003Cbr>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Roster Hierarchy Map\u003C\u002Fstrong> on the right visually represents the relationship between the Parent Supplier and all linked Child Suppliers\u003C\u002Fspan>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F3f0d6fe3-be1b-4c09-910e-4ddf091ac3e5\u002F20260722091046\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Adding a Linked Supplier\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">To link a new supplier:\u003C\u002Fspan>\u003C\u002Fp>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Open the \u003Cstrong>Linked Suppliers\u003C\u002Fstrong> tab.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Add Linked Supplier\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select the supplier you want to connect.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Save the relationship.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Once linked, the supplier becomes available for workforce sharing.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fdba16de3-41fa-4476-a059-1c65a7e37b17\u002F20260722091224\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Sharing Workers with a Child Supplier\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Each linked supplier card contains a \u003Cstrong>Share Workers\u003C\u002Fstrong> button.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">To share workers:\u003C\u002Fspan>\u003C\u002Fp>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Locate the linked supplier.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Share Workers\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Share Workers\u003C\u002Fstrong> window opens.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Search for workers using their name or email.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select the workers you want to share.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Optionally click \u003Cstrong>Select All Visible\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Share Workers\u003C\u002Fstrong> to confirm.\u003C\u002Fspan>\u003Cbr>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cem>Click \u003C\u002Fem>\u003Cstrong>\u003Cem>Share Workers\u003C\u002Fem>\u003C\u002Fstrong>\u003Cem> on the linked supplier card.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Ff5c5b961-5a1f-42b4-8cf8-5fa1779db082\u002F20260722091319\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cem>Select the workers to share and click \u003C\u002Fem>\u003Cstrong>\u003Cem>Share Workers\u003C\u002Fem>\u003C\u002Fstrong>\u003Cem> to grant access.\u003C\u002Fem>\u003C\u002Fspan>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Faf85ad71-8667-495a-8a4b-f799873052bc\u002F20260722091358\u002Fpasted-image.webp\" alt=\"\">\u003Cbr>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Example\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">In this example:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Total Workers = \u003Cstrong>24\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Shared Workers = \u003Cstrong>14\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">After saving:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Only the selected \u003Cstrong>14 shared workers\u003C\u002Fstrong> become available to the Parent Supplier.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The remaining workers stay private to the Child Supplier.\u003C\u002Fspan>\u003Cbr>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cem>After sharing, the supplier card displays the updated Shared Workers count.\u003Cbr>\u003C\u002Fem>\u003C\u002Fspan>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F2c7fe5cc-353c-4dc2-9563-ba440c9032cf\u002F20260722091600\u002Fpasted-image.webp\" alt=\"\">\u003Cbr>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Understanding Worker Sharing\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Shared Workers\u003C\u002Fstrong> counter indicates how many workers from a Child Supplier are available to the Parent Supplier.\u003C\u002Fspan>\u003C\u002Fp>\u003Ctable style=\"min-width: 265px;\">\u003Ccolgroup>\u003Ccol style=\"min-width: 25px;\">\u003Ccol style=\"width: 113px;\">\u003Ccol style=\"width: 127px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Supplier\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"113\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Total Workers\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"127\">\u003Cp style=\"text-align: center;\">\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Shared Workers\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Supplier A\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"113\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">20\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"127\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">14\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This means the Parent Supplier can assign only those \u003Cstrong>14 shared workers\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Workers that have not been shared will never appear during worker assignment.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Assigning Shared Workers to Parent Shifts\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">After workers have been shared:\u003C\u002Fspan>\u003C\u002Fp>\u003Col>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Open the required \u003Cstrong>Fulfilment Ticket\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Navigate to \u003Cstrong>Shift Schedule\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>+ Worker\u003C\u002Fstrong> on the desired shift.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Assign Worker\u003C\u002Fstrong> window opens.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Search for the required worker.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Select the worker.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Click \u003Cstrong>Save\u003C\u002Fstrong>.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The worker search displays:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Parent Supplier workers\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Shared workers from linked Child Suppliers\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Only shared workers are available for selection.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cem>Click \u003C\u002Fem>\u003Cstrong>\u003Cem>+ Worker\u003C\u002Fem>\u003C\u002Fstrong>\u003Cem> to assign a worker to the shift.\u003Cbr>\u003C\u002Fem>\u003C\u002Fspan>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F30f10c0c-fdcb-400a-9e6e-a5281e17c167\u002F20260722091915\u002Fpasted-image.webp\" alt=\"\">\u003Cbr>\u003C\u002Fp>\u003Chr>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cem>Only workers shared by Child Suppliers appear in the worker search.\u003Cbr>\u003C\u002Fem>\u003C\u002Fspan>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F2cfd8864-7fd8-4289-9b6e-17f2c183df2f\u002F20260722092001\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Worker Identification\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">When assigning shared workers:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The Parent Supplier schedules the worker.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Ownership remains with the Child Supplier.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The supplier name is displayed during worker selection.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">After assignment, the Child Supplier's logo is displayed on the shift.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This provides clear visibility of worker ownership.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Viewing Assigned Shared Workers\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">From the Parent Supplier schedule:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Assigned shared workers appear alongside internal workers.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The Child Supplier logo identifies the worker's owning supplier.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Clicking the shift opens the \u003Cstrong>Shift Detail\u003C\u002Fstrong> window displaying the assigned worker and supplier information.\u003C\u002Fspan>\u003Cbr>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\"> \u003Cem>The assigned worker appears on the Parent Supplier's schedule with the Child Supplier logo.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F1b856604-8cc3-4cb4-8534-f96d0b23be76\u002F20260722092111\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Roster Hierarchy Map\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The \u003Cstrong>Roster Hierarchy Map\u003C\u002Fstrong> provides a live visual representation of the supplier network.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">It displays:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Parent Supplier\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Connected Child Suppliers\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Workers contributed by each supplier\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Total network workforce\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This allows administrators to quickly understand workforce distribution across all linked suppliers.\u003C\u002Fspan>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cem>Roster Hierarchy Map showing the Parent Supplier and linked Child Suppliers.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F8890c3f8-13ce-403d-9b53-e5c538f25bd8\u002F20260722092151\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Chr>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Key Notes\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">A Parent Supplier can link multiple Child Suppliers.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Child Suppliers retain ownership of their workers.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Only explicitly shared workers are visible to the Parent Supplier.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Non-shared workers cannot be searched or assigned.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Shared workers can be assigned like Parent Supplier workers.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Assigned shared workers always retain the branding and ownership of their original Child Supplier.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The Roster Hierarchy Map provides a live overview of the supplier network.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>\u003Chr>\u003Cp>\u003Cbr>\u003C\u002Fp>","PPM vs Reactive Maintenance: Key Differences Explained | Arez","Understand how Multi-Tier Management enables parent and child supplier workforce sharing, improving collaboration and workforce allocation across your 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