Job Orders Tab

The Job Orders page displays all of the job orders that are linked to the user or their Staffing Supplier Vendors.  Job Orders is a listing of all Orders including their Department, Position, Status, Start Date, Required, Assigned, Bill Rate and End date.

Note: Linking an order can be done for DH Orders or Temp Orders

Viewing a job order will display a more detailed description of the order, as well as any assigned employees and recorded transactions.

1. Access the Customer portal and click on the Candidate link in the top navigation icons. Select from the displayed order or search for the desired order by expanding the upper Search Options pane using:

• Date
• Order ID
• Click on the Order ID to go to the detail screen for that order. This screen includes their Customer Name, ID, Status, Start/End Date, Bill Rate, Position Type, Number of Candidates, Assigned Employees, Transaction History.

• Click the Google Map button to view a map and generate directions for the work site.
• Click on the Assignment ID for the assigned employees for this order to view its details.
• If transactions for this order exist you can select the invoice number to view and print the invoice.

Summary

The summary provides an overview of the orders and provides a search option. 

 

 

Search Options

Allows a user to search the available job orders.

New Order

A customer can create a new job order through the Customer Portal.

• Note: Creating a new order from the Customer Portal requires the use of Microsoft Silver Light which may need to updated or installed on your machine.

1. Select the New Order link on the left hand navigation pane in the Job Orders section of the Customer Portal.
2. Choose the desired Customer from the drop down and select if it will be a Temporary or Direct Hire order. This will open the New Temp Order wizard.
3. Enter the required information into the wizard.
4. Click OK to save this order and close the wizard.

Temporary Orders

This section contains the orders that are active for the current employee or vendor. It contains the information:

• Position
• Department
• Position
• Status
• # Candidates
• Bill Rate
• Start Date
• End Date
• Date Posted

1. Review Order Details:
   Clicking on the Order ID will take you to the Order Info screen which contains more details about a specific order. It includes details on the order status, shift, and location which includes a Google Map button which displays the location of this assignment in a separate browser window.
   
   
   
   
   
2. Add Candidate or Create New Assignment
   From this page it is also possible to take applicants and either add them as a candidate or assign them to the order. Both of these can be done using the buttons provided at the bottom of the page. Once linked to this assignment, these employees will be added to their respective grids below the buttons. 
   
   

Assignments

The Assignments section displays all of the information on all active assignments related to orders that are visible to this agency.

1. Viewing an assignment:

   Clicking on an Assignment ID, or the Assignment option in the left-hand menu opens a detailed view.

   
   
   
   This screen contains information on the company and the assignment itself including:

   • Bill Rate
   • Location: Includes a Google Maps link
   • Contact Information
   • Start Date
   
   
   
2. Editing an Assignment
   Basic edits can be made to an assignment by clicking the Update Assignment button. This opens a separate window containing fields to edit:

   • Performance: A measurement of an employees performance on an assignment.
   • Start Date: 
   • End Date: Can contain "Null" for a unentered date.
   • End Reason:

   
   
   
3. Viewing Assignment History
   Assignment pay history can be viewed on the lower half of the screen. 
   
   
   
   This screen displays information that would be relevant to tracking this employee's history. It includes:
   • Work Week
   • Invoice Number
   • Department
   • Position
   • Total Bill Hours
   • Total Bill Amount

1. Select the Assignments menu option from the left hand navigation pane.
2. Select an assignment by clicking on an Assignment ID or search for an assignment by:

• DateAssignment ID
• Review the assignment including:
• Company Information: Simple information about the customer including the department and work address.
• Assignment Information: Information about the employee and the assignment including start.
• History Detail: All transactions linked to this assignment will be displayed here, and you can view their details and print an invoice by clicking their Invoice Number.