How to Copy an Order

Customers will often times contact a staffing company for the same type of role on multiple occasions; when this occurs, it is usually more convenient to copy an order, allowing recruiters to work efficiently and get a jump on any competitors. For this reason, it may be most efficient to use this function in conjunction with our master orders feature.

Step 1: Navigate to the order that should be copied, expand the actions menu, and select "Copy Order":

*Note - Any order may be copied, no matter how old it is, or what its current status is.

Once copy order has been selected, Enterprise will ask for confirmation that you would like to create a copy of the order and navigate to it. Click yes to confirm:

TempWorks will navigate to the new order. All details from the copied order will be replicated except the (1.) number required which will default to 1:

It is a good practice to verify all copied information is correct for the new order, specifically the (2.) start date and the (3.) bill and pay rates.

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