Setting Up a Customer Record for Success This article reviews different options for invoicing and payroll related set up on the Customer Record. To find these options, first navigate to a customer record. Not sure how to search for a customer rec...
What is Employee Pay Setup? Pay setup is found under the Employee record. This section allows users to enroll employees in electronic pay stubs via email, set default pay rate that trumps pay rates on orders, set ACA hire date, status, and specify ...
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 ...
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. ...
How to Merge Employee Records While not a desirable situation, it is entirely possible that two records for the same employee may exist in a system. Enterprise allows us to merge records and the data that accompanies those records into a single rec...
What is an Assignment Record? An assignment record is the fulfillment of a job order for a client. When a customer places an order for temp employees it is the recruiters responsibility to create an assignment record for every employee intended to ...
What Searching Can Do for You In Core search can be very simple - like searching by an employee name, or complex - like searching for all unassigned employees that live within 10 miles of a job and are certified forklift operators. In addition to...
What are Assignment Restrictions? When you are ready to assign an employee to an order, the system will double check the employee record, customer defaults, and order information to make sure all the requirements have been met by this employee befo...
Log in Options: Logging into Core is the same as any Enterprise user. Check out the linked articles below to find the right option for you. *Note* you will need your user name and password in order to log in. For windows users: check ou...
What is the Home Page? Every time you log into Enterprise Core you will be directed to the Home Page. This page has a few user customizable options for you. Not sure how to log in? See log in instructions here: Core - How to Log In See the ...