What is the Invoice Wizard? The invoice wizard allows you to create and send invoices to customers. This must be done after time has been entered, proofed, and payroll is complete. The invoice wizard is found under the Pay/Bill dashboard. The Invoi...
What is the Payroll Wizard? The payroll wizard finalizes paycheck amounts for you by adding up total amounts and factoring in taxes and any adjustments. These final amounts are printing onto check stubs and saved on the employee's record. Core ...
What is Proofing? Proofing occurs after time entry in the pay/bill process. Once you have entered time for some employees, you can create a proofing session to review the time entered and run system checks to ensure things like I-9s and employee pa...
Time Card Options Select the timecards step from the pay/bill dashboard to open up options. Select Create Time Card from Assignment option to generate time cards based on active assignments for this week. Once this is done then you will see t...
Pay/bill processing dashboard is found by selecting pay/bill from the bottom left. This includes time entry, proofing, payroll, and invoicing. Pay/Bill Road Map The payroll dashboard displays the road map for payroll. You will begin with Time entr...
What is an Adjustment? An adjustment is a non-taxable reimbursement or charge for an employee. This includes child support, levies, and fees etc. Adjustments that are set up on the Employee record are going to be reoccurring adjustments that may ha...
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...
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...
What is Custom Data? The custom data page is used for adding information on the employee, customer, order, assignment, or contact records, which does not currently have an existing field in Core; this includes anything from equipment rental documen...
What are Interest Codes? Within Core, you can track and search an employee's skills, languages, shifts that they're willing to work, etc. by managing the interest codes tied to their record. This will allow you to find employees with the co...