Direct Hire Billing Fees Purpose: This report is designed to show you the direct hire fees that have been setup on assignments and whether the amounts have been billed or are still waiting to be processed. This is especially helpful when you ...
What are Required Docs? Required documents allow you to store, track, and manage documents that are required for employees. Required documents can be set up on customer and order records to require a specific document type before an employee can be...
What is a Service Rep Only Workflow? Service rep only workflows are able to be assigned on the customer record. These workflows allow you to assign and edit preset forms that sales or account management can fill out for a particular customer. For e...
Version ∞2017.9.1:
Enterprise
New:
Added new payroll and invoicing warning errors to check for different scenario's where the timecard and the check or invoice record are in different e...
Hours Forecast Purpose: This report is designed for you to project upcoming hours and over time. It pulls from either the employee’s assignment schedule setup or the shift schedule setup that the assignment is set to. In circumstances where yo...
Version ∞2017.11.3
Enterprise
New:
Added a new optional CSV type mag media file for Georgia. This is in addition to the default GA ICESA file and will need to be setup by TempWorks Supp...
Customer Address Labels 30up Purpose: This report is designed to work with the Avery 5160 label template. This uses the same mailing address that displays on the invoices when they are sent out. You can utilize the export view that makes ex...
Version ∞2017.9.8:
Enterprise
New:
Added an calculation warning for mixing tax exempt paycodes with non-exempt. The error states, “Mixing paycodes with tax exemption may affect pre-tax ...
Customer Change Log Purpose: This report is designed to show you all of the logged changes made to customers. This is a great report to see who changed the remit to address, status, department name, etc. in order for you to follow up with the...
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...