Pay/Bill Overview The payroll dashboard displays the road map for payroll. You will begin with Time entry where you will create time cards and enter in time for employees. Next you will use proofing to review the information you entered under tim...
When to move a contact: The contact was created at the wrong department. For example, let's say you added a new contact and listed them as the Hiring Manager for the Customer Service Department, when they should have been added as the Hiri...
There may be times when you will need to create an employee record from a contact because the contact is looking for a new job or would like to move industries. This document will walk users through successfully copying a contact and creating an e...
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...
For data integrity purposes, Enterprise does not allow contact records to be deleted. Instead, they can be: Deactivated Updated to a new status Connected to a different customer record Deactivate the Contact: Navigate to the visifile o...
Contact statuses are used to indicate how involved and relevant a particular contact is to the overall sales and/or staffing process; they are particularly useful for filtering which contacts are buying influences, versus those who are not involve...
The avatar area area of a contact record displays a quick rundown of helpful information such as the customer they are tied to, their job title within that company, department information, address, and their unique contact ID number. I...
This article will answer some commonly asked questions regarding contacts in Enterprise. The contact no longer works for a customer. How do I remove them? The contact is not displaying on the customer visifile. How do I fix this? How do...
Q: What is the difference between an order and an assignment? A: An order is the request for candidates from the customer, i.e.: Please send 4 data entry operators. An assignment is the actual fulfillment of that order (4 employees have been pl...
Sales Tax in Enterprise can be applied to customers, departments and worksites. *Note* Typically, sales tax is location specific, meaning it should be applied based on where the employee works. *Note* Not all states require sale...