WebCenter & Contact Roles Some WebCenter functionality can be set up to work with contact roles from the customer and order records in Enterprise or Beyond. Contact roles assign specific contacts from a customer with a role on an order. Roles all...
A rate sheet is a tool that can be used to set up permanent pay and/or bill rates for orders/assignments created for a specific employee, customer, job title, shift, branch, or vendor. This Article Covers: When to Use Rate Sheets How to Cr...
The Outlook Add-in The Microsoft Outlook Add-in is an integration that allows TempWorks users who are also working with Outlook to get the most out of their email and their database. This add-in is a sidebar that can be utilized in both the applica...
This document det ails the necessary steps to be follow ed in order to complete the Quarter End Processing in TempWorks Software. *Note* Review the TempWorks Quarter End calendar, including start and end dates of all Quarter End services, he...
What are keyboard shortcuts? Enterprise has Keyboard Shortcuts to help navigate through the software. These shortcuts are tremendously helpful for users who prefer to use the Keyboard over the mouse. The Keyboard Shortcuts are also helpful to nav...
When to merge contacts: A duplicate contact record has been found. If the same contact exists twice in your database, merge the two together to effectively combine two sets of data. When not to merge contacts: A contact was created at t...
The following article will walk users through how to setup customers, orders, employees, and timecards for bi-weekly payroll. This article includes: Customer Setup Order Setup Employee Setup Timecard Setup Customer Setup: C...
Why You Should Utilize the Branding Options In HRCenter TM , you have different branding options to help customize your applicants' experience. Utilizing these options can help attract applicants and makes your HRCenter look professional and your...
When W-2s have already been sent out, any changes/corrections that are made and need to be reflected on an employee's W-2 will need to be generated on a W-2C. There are two reasons why you would need to generate a W-2C: Correcting Personal Info o...
Mass assigning and mass ending of assignments helps save time, especially if you are working with higher volume orders. If you want to know how to assign an individual employee, check out Enterprise - How to Assign an Employee to an Order . This...