Customer Work History

Overview

Updated 07/08/2021

The Work History item of the Customer section records data regarding the details of assignments ordered by the customer. The Work History item presents this data in two tabs, the Work History tab and the Sheet View tab.

Work History Tab

Work History Tab Field Chooser

 

 

Use the field chooser to sort data by the following criteria:

 

Field	Description
Accounting Period Date	Identification number for a particular assignment.
Agency Name	Name of the agency associated to the work history.
Agency Cost	Cost to the agency associated to the work history.
BillDTHours	Double-time hours billed.
BillOTHours	Overtime hours billed.
BillRTHours	Regular time hours billed.
BillTotalHours	Total hours billed.
CheckNumber	Check number associated with the work history.
DepartmentName	The company's department to which the work history is attached.
DT Hours	Number of double-time hours.
DTBill	Double-time dollar amount billed.
DTPay	Double-time dollar amount paid.
EmployeeName	The name of the employee with the work history.
EmployerTaxes	Taxes paid by the employer.
GrossProfit	Gross profit dollar amount earned from the associated work.
GrossProfitPercent	Percent of the dollars earned that was gross profit.
GrossWages	Gross wages paid to the employee.
InvoiceNumber	Number of the invoice sent on behalf of the work.
JobPosition	Position title for the associated work.
OTHours	Number of overtime hours worked.
OTBill	Number of overtime hours billed.
OTPay	Dollar amount of overtime paid.
PaymentCost	Additional cost to produce payment.
RT Hours	Number of regular time hours worked.
RTBill	Number of regular time hours billed.
RTPay	Dollar amount of regular hours paid.
See Invoice	Opens a view of the invoice sent on behalf of the work.
See PayCheck	Opens a view of the paycheck to the employee on behalf of the work.
SiteName	Name of the site where the work occurred.
StaffingSupplierCode	Code identifying the staffing supplier.
Total Bill	Total dollars billed.
Total Hours	Total number of hours associated with the work.
Total Pay	Total dollar amount paid for the work.
WcCode	Workers compensation code.
Week Worked	Indicates the final day of the week when the work took place.
WorkerCompCost	Cost of workers compensation associated with the work.

Work History Options Button

The Work History tab features filtering, print and export options accessible through an Options Tab near the far-right of the main pane.

Date Option

Field	Description
StartDate	Defines the beginning of the date range for customer work history search results
EndDate	Defines the ending of the date range for customer work history search results.

Print Option

Field	Description
Preview Before Printing	Checking this box prompts a preview of the page once Print Search Results has been clicked.
Fit width to pages	Determines the width of the printed grid.
Print Work History	Sends the work history results to the computer's default printer.
Export to Excel	Prompts the computer to open the search results in Microsoft Excel.

Sheet View Tab

The Sheet View tab of the Work History item in the Customer maintree item allow you to sort and view assignment data.

 

 

 

Sheet View Tab Field Chooser

 

Use the field chooser to sort data by the following criteria:

 

Field	Description
Assignment ID	Identification number for a particular assignment.
BatchID	Identification number assigned to a specific batch.
Bill Rate	The rate at which the customer is billed.
Bill To Name	Specific contact name of the person or entity being billed.
Bill Unit	Number of units for which an entity is being billed.
Branch	Branch to which this data is associated.
DepartmentName	Department to which this data is associated.
Employee	Name of the employee.
Item Bill	Total amount being billed on the entry.
Item Pay	Total amount being paid on the entry.
Pay Rate	Rate of employee's pay.
Pay Unit	Number of units being paid.
Payee Name	Name of the entity or employee being paid.
ShiftName	Name of the shift worked.
ShortName	Brief identifier given to the order.
SortOrder	Number indicating the entry's order on a list.
StaffingSupplierCode	Company supplying the staff.
Type	Refers to the type of ours worked (regular, overtime, etc.)
Week Worked	Indicates the final day of the week when the work took place.

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