1. What are Custom Billing Templates in the roster creation process?
Custom Billing Templates allow Sygnal users to select specific billing templates for each client type while creating or amending rosters. These templates define how billing is calculated based on the roster's shift breakdown and the client’s preferences.
2. How are Custom Billing Templates selected during roster creation?
In the roster creation or shift amendment screen, the user can select from a dropdown of available billing templates. These templates, including custom and system templates, are displayed based on:
- The selected client type.
- The subsidiary mapping of the billing template. Only templates assigned to the selected subsidiary will appear for selection.
3. Can I use the same Custom Billing Template across subsidiaries?
No, custom billing templates are tied to specific subsidiaries during creation. Only templates linked to the selected subsidiary will appear in the dropdown for roster creation or amendment.
4. What happens when a Custom Billing Template is selected?
Once a custom billing template is selected, the shift breakdown (original date and time) is applied to the financial grid view. The user can further split the shift breakdown, just like with system templates. The price line items for each split will be displayed and assigned.
5. Can I assign price line items to custom billing templates?
Yes, when a custom billing template is selected, the Add Price Line Item interface will allow you to:
- Select from all available price line items, regardless of the shift type from the client's favorite section or all price line item sections.
- Choose any price line item for the custom shift breakdowns. The total billing amount will be calculated based on the assigned price line items, just like in the existing process.
6. How do favorites work with custom billing templates?
The favorites section for price line items will show all items marked as favorites for the selected client, without filtering by shift type. This allows more flexibility in assigning price items to custom shifts.
7. Can I edit or retire a Custom Billing Template?
Yes, but if a custom billing template is retired:
- All future shifts using the retired template will be unpublished and marked as "Custom Billing Template Conflicts."
- In the roster view and approval screens, the retired template will be displayed as
<template name (Inactive)>for any active or pending shifts.
8. What happens if a shift uses a retired Custom Billing Template?
If a shift is associated with a retired template and the shift is already approved, the roster view will indicate the template is inactive. For unapproved or pending shifts:
- The financial section will be reset while keeping the shift date and time intact.
- Upon the shift unpublished a new billing template can be selected, and the breakdown will update accordingly.
9. How does shift breakdown work for custom billing templates?
Custom billing templates follow the same shift breakdown logic as system templates. Users can define multiple shifts within a 24-hour period, and these shifts can be split further. Each breakdown must:
- Ensure time does not overlap.
- Follow the original shift’s date and time.
10. What happens when a future shift is affected by template retirement?
Any shifts tied to a retired custom billing template will be unpublished. If the template was already used for billing, the affected shifts will be flagged as "Custom Billing Template Conflicts" in the roster calendar.
11. How do billing reports capture custom billing template shifts?
Billing reports capture shifts associated with custom billing templates using the same logic as system templates. Calculations and billing data will be reflected based on the price line items assigned during roster creation or amendment.