Front Office Administration

What are Interest Codes? Interest codes are quick tags on records that provide different searchable and reportable information. These are extremely powerful tools for your employee, customer, contact, and order records to track any quick bits of in...

What are Hot List Tags? Hot List Tags allow users to further classify employees within a list. For example, let's say you have a Customer Service Rep Hot List that has 100 members. Well, out of that group of 100 - which ones have already completed ...

Why Do I Need to Add Job Titles? Job titles in Enterprise are a set drop down list which allows you, the admin, to control what job titles are available in your system. This also helps standardize options for your processes and makes searching and ...

What are Message Action Codes? Message action codes help qualify and group similar notes made on different record types. They help make documented interactions and processes searchable and reportable. This can help with tracking productivity, findi...

What are Sales Teams? Sales teams denote a sales person or group of people on a customer, order, or assignment record. This field is used to pull or group a variety of reports and searches for customers or orders by sales.   First think about how...

What are Business Codes? Business Code is found on the customer record and helps your sales and management teams organize and group customers by their industry or type of employee they are looking to staff for. Business codes are easy to search by ...

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 TempWorks Enterprise; this includes anything from equipmen...

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 Task Admin?  The Task Administration section of Enterprise allows users to create scenarios where, when triggered, a task will automatically be created or an email sent. Before We Begin Keep in mind that when it comes to Task Administra...

What is the Sales Pipeline? The sales pipeline allows users to track the sales progress of their prospect and target customer accounts in TempWorks Enterprise.  Additionally, the sales pipeline functionality can be customized to match your company'...

What are Web Evaluations? Within TempWorks Enterprise™ users may send and receive useful feedback from placements that have been created, and track this within the system. Users may send evaluations manually or automatically when an assignment has ...

What is an Interview Questionnaire? The interview questionnaire allows users to design and organize interviews that are to be conducted by recruiters. There is no limit to how many interview questionnaires you can have and what those questionnaires...