Margin Check

Margin check includes an optional warning to flag assignments where the charge rate is too close to the pay rate. This helps identify low or negative margins before assignments are approved or worked.

This feature is mainly used when individual assignment rates are enabled. Individual rates let you override the standard rate group for a single assignment, without needing to create a new rate group.

Assignment Individual Rate Limits (Company Settings)

In Company Settings, you can define percentage thresholds for assignment margins using the Assignment individual rate limits setting.

Two thresholds can be configured:

• Orange warning – displayed when the margin falls below a caution level

   

• Red alert – displayed when the margin falls below a critical level

   

These warnings are calculated based on the percentage difference between the charge rate and the pay rate.

Warnings Within an Assignment

When setting individual rates on an assignment, the system checks the margin against the limits defined in Company Settings.

• An orange warning or red alert appears directly within the rate row

   

• This provides immediate visibility while editing the assignment

   

• The assignment can still be saved, as the warning is informational unless restricted by internal processes

   

Viewing Warnings in the Assignments List

You can also monitor margin warnings from the Assignments list.

By using Add fields, enable the column:

• Individual rates profit check

This column displays the same orange or red indicators, allowing you to quickly scan assignments and identify potential margin issues across your organisation.