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Customizing the Job Order Module

Each field in the Job Order module can be changed to a name or a description that best suits you. For example, you can change the "Co. Car" field to "References Checked."

Within the Customize Job Order Module section of your view preferences you can:

• Modify Perm(anent). Pay Details.
• Set Pay Detail Settings
• Calculate Temporary Pay Details
• Enable Candidate Status Change on Placement
• Customize 'Job Info' Custom Fields
• Customize Placement Custom Fields
• Candidate Status Change on Placement
• Enable Candidate Status change on Placement Checkbox

Pay Detail Settings

Certain defaults can be set to and within the Pay Details tab in the job order record.

If the default is set to "Always default to Temp./Cont. Pay Details, the Temporary or Contractor tab will open up by default in any job order record. This is usually used if your company always or mostly deals with temporary job orders.

If the default is set to "Always default to Perm. Pay Details, the Permanent tab will open up by default in any job order record. This is usually used if your company always or mostly deals with permanent job orders.

If you have selected "Default to Pay Details with Values" you must now determine what those values are. In each case click on the dropdown arrow beside each field and select the appropriate choice for each.

Field Explanation

Overtime Rate
The candidate will be paid overtime at this multiple e.g. if 1.5 @ $10/hour = $15/hour overtime.

Overtime Starts
Overtime commences once an employee has worked this many hours in a week e.g. if set to 44 and then employee works 50 hours then the employee will be paid 44 hours regular and 6 hours overtime.

Default Commission %
This default can be set to automatically fill in the commission percent a consultant will make on a temporary job order. It can, of course, be edited but the default will go in if it is set in preferences.

Lower Fee Limit
The lowest possible fee a consultant can charge. This value is given as a percent, and is based on the candidate's salary e.g. if the candidate's salary is $50K and the lower fee limit is 20% then the lowest possible fee the Job Order module would accept would be $10K. This is usually set as a security against consultants charging less than they should.

Calculate Temporary Pay Details
In the Job Order module there are three standard calculations used to determine a temporary employee's pay. In the Preferences you can edit both the criteria and which way the markup is calculated.

The Upper z Amount Limit, which is the lowest possible dollar value your equation above can be. If this field is set for $10,000, then your calculations above must have z equal $10,000 or more.

Each of the three defaults can be changed. To change one of the temporary pay detail Factors:

Enable Candidate Status Change on Placement
When a candidate is placed in either a permanent or temporary/contract position, a default can be set to automatically change the status in their candidate record.

Note: If you want to enable both permanent and temporary/contractual employees then you must enable each one.

Once the checkbox has an "x" in it the dropdown lists will be accessible where you can choose which status to apply to the candidate.

The first drop-down list gives you a list of choices to apply to the candidate once he/she is placed (e.g. PLACED).

The second drop-down list gives you a list of choices to apply to the candidate if the placement is removed (e.g. AVAILABLE).

Note: Inserting a New Value to the defaults that comes in the dropdown lists is possible by pressing [F2] on your keyboard and adding a new Candidate Status option.

To enable the default status change click an "x" in the checkbox.

To disable a default status change click off the "x" in the checkbox.

Customize 'Job Info' Custom Fields

The following are the fields which can be customized in the Job Order Module, as well as where these fields are found within the job order record.

The Job Info codes are a series of checkbox and textbox fields give more detail about the job. The best feature about these fields is that they are user-defined, which means that if you have no use for one of these fields and there is another field you require that is missing you can replace the unneeded field with the required one.

The first thing you must determine is if the field you are going to replace falls under "Internal Info" or "Detail Info." Each of these two headings are a separate sub-tab under "Job Info." Then you will have to decide if the field you are going to replace is a checkbox, which would answer a yes or no question, or a text field, which allows users to give a detailed answer.

Highlight the field that you want to change by clicking and dragging your mouse over the text. Type in the new field name.

Note: If your new field includes the word "Date" then your field will become a date field. If you also follow "Date" with a "#" then the user will only be able to add "date" numbers in this field (e.g. "10102000" for October 10, 2000).

Customize Placement Custom Fields

The Placement Custom fields are a series of checkbox and textbox fields give more detail about the job. The best feature about these fields is that they are user-defined, which means that if you have no use for one of these fields and there is another field you require that is missing you can replace the unneeded field with the required one.

Then you will have to decide if the field you are going to replace is a checkbox, which would answer a yes or no question, or a text field, which allows users to give a detailed answer.

Note: If your new field includes the word "Date" then your field will become a date field. If you also follow "Date" with a "#" then the user will only be able to add "date" numbers in this field (e.g. "10102000" for October 10, 2000).