The Value rate card

The rate card sets how many minutes each kind of work is modeled to save. It is the basis of the hours and dollars on the Value tab in Governance. See Value for what the tab shows.

Who can see and edit it#

You need the executive ability (Executive (view-only)) to read the rate card, edit it, or promote and dismiss recurring work types. The admin ability alone does not include it, in the same way as the WI Score's financial inputs. The rate card holds minutes and sources only; it contains no compensation figures. Hourly rates come from the rate bands on the Compensation tab and are never shown on the Value tab. See Compensation.

Categories and minute bands#

Each category has a Label, an optional Description, and a band of minutes saved per conversation: Low (min), Expected (min) and High (min), plus an optional Source note. Each conversation is classified into a kind of work and matched to the nearest category; its minutes are kept within that category's band. A conversation that matches no category uses the default band of 5, 10 and 20 minutes.

The starting rate card has seven categories, each with a modeled range and cited sources (US Bureau of Labor Statistics occupational data, and published research on generative AI and productivity):

Category	Low	Expected	High
Drafting	10	20	35
Summarising	5	12	25
Research	10	25	45
Analysis	10	30	60
Data entry and formatting	5	10	20
Coding help	10	25	50
Customer and colleague support	5	15	30

These are modeled ranges anchored to the cited research, not measurements of anyone's work. Adjust them to fit your company.

Settings#

Under Parameters in the editor:

Setting	Starts at	Meaning
Adoption	1	Multiplier applied to every estimate.
Recency	1	Multiplier applied to every estimate.
Struggled discount	0.5	Multiplier for a conversation that quality review found the Coworker struggled with. Conversations that went well, were unclear, or were not reviewed count in full.
Promotion threshold	0.03	The share of a week's estimated conversations a recurring work type must reach to be suggested for promotion (3%).
Default low / expected / high (min)	5 / 10 / 20	The band for work that matches no category.

Versions#

The rate card is versioned and insert-only. Every save, and every promotion, creates a new version; nothing is edited in place. Each estimate keeps the version it was made with, so past figures do not change when you edit the card. The Versions list shows each version's number, Effective date, Source (Starting rate card, Edited or Added from recurring work) and Note.

Edit the rate card#

1. Open Governance, then Value, and scroll to Rate card.
2. Select Edit rate card.
3. Change categories, minute bands and Parameters. Select Add category to add one, or Remove category to remove one. Optionally add a Note describing the change.
4. Select Save changes, then Save new version to confirm.

Every category needs a label, and a band's low, expected and high values must be whole numbers, zero or more, running from low to high; the page shows the first problem it finds. Cancel leaves the rate card unchanged.

Promote a recurring work type#

Each week the job lists kinds of work that make up at least the promotion threshold of the previous week's estimated conversations and match no category. They appear under Recurring work types on the Value tab. Select Promote, enter the minute band, and select Add to rate card to create a new version with the category. Select Dismiss to remove a type from the list.

How the methodology page relates#

The How Value is estimated panel on the Value tab is generated from the rate card version in use, so every minute value, multiplier and threshold it states matches this card.