This category includes Enterprise Core information for Sales. This includes information on how to add & search for customer & contact records.
Articles
Welcome to Core for Sales
What is Core? No matter the size of your staffing agency, TempWorks Software suite of staffing solutions can meet your needs. For staffing agencies with as few as one or two users, TempWorks Core offers a simplified workflow process to streamline y...
Core - How to Add a Customer Record
What is a Customer Record? In Enterprise Core, you can find customer records under the customer section of the navigation tree. This section can include all current, past, and prospective customers or clients you work with and send employees to. ...
Core - How to Add a Contact Record
What is a Contact Record? The contact record stores information related to people you correspond with from specific customers. These can be owners, CEOs, supervisors, AR/AP, hiring managers, etc. Because each customer can have multiple contacts tha...
Core - Customer and Contact Searching
What searching can do for you Searching allows you to do so much more than just find the specific customer or contact you are looking for. It allows you to create call sheets and lists of similar customers or contacts. This article will review some...
Core - Departments Vs. Worksites
Why You Should Create Departments and Worksites Why bother taking the time to create departments and worksites for a customer when you can create orders, assignments, and invoices through one primary record? There are lots of reasons, actually! ...
Core - Order Defaults
What are Defaults? On the customer record, there are a lot of options that will help make filling out orders faster and easier. Defaults include worksites, multiplier codes, Required Docs, shifts, worker comp codes and job descriptions that will po...
Core - Creating Orders
What is an Order? An order is a request from your customer/client for employees. For example, your client calls asking for 4 forklift drivers for next week. You will be able to create Temp and Direct Hire orders in Core. How to Create a New ...
Core - Tasks
What is a Task? A task is Enterprise's replacement of sticky note reminders, paper to-do lists, and spreadsheets listing who to call and when. Instead, the Task Management system within Enterprise allows you to electronically schedule reminders in ...
Core - Hot Lists
What are Hot Lists? Hot lists allow you an opportunity to place employees or customers within given static lists in order to easily access and locate them, without having to run a search. Some common ideas for hot lists: Group employees who h...