Agency - Misc

• Agencies & Deduction Authority

Roster - Sub Menu Items

• Roster Home

DH Order - Misc

• Direct Hire Order Process Demonstration Video

Resume Parser - Sub Menu Items

• Resume Parser - Search

Resume Parser - Misc

• Resume Parse Quick Preview

Front Office FAQs

• Front Office FAQ

Favorites - Misc

• Favorites Overview
• Add a Favorites Group
• View a Favorites Group

Front Office Troubleshooting

• Adjusting Advance Bank in v14.2+
• All WcCodes are Displaying in an Order
• Deductions Not Calculating as Expected

Email - Mass Mail Overview

• Mass Mail - General
• Mass Mail - Add Item
• Mass Mail - Configuration

Favorites - Sub menu Items

• Favorites - Home
• Favorites - Detail
• Favorites - Message

Customer - Misc

• Customer Sales & Service - Create a Time clock
• Customer Relationship Management
• Create a New PEO Customer
• Overtime Plans and Work Schedules

Assignment - Sub Menu Items

• Assignment Search
• Assignment Detail
• Assignment Users
• Assignment Dates
• Assignment Extra

Order - Misc

• Order - Master Order
• Order - Create a Master Order Status
• "PO Number" and "PO #" Usage
• Order Assignment Rate Update
• Add a Credit Card
• Orders - Candidate Management, Assignment, & Roster

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Email - Sub Menu Items

• Email - Mass Mail
• Email - Add or Modify Profile
• Email - Profile (Versions 15.1 & Newer; Hosted)
• Email - Template
• Email - Home
• Email - Profile (Versions 14.2 & Older; Self-Hosted )

See all 8 articles

Agency - Actions Menu

• View Transactions
• View Checks
• Share Agency
• Refresh
• New Contact
• Edit Agency

See all 8 articles

Employee - Misc

• Certificate of Non-Residency Configuration
• Configure Employee Record to Include Tips
• 2020 W-4 & Tax Set Up
• Set Tax Exemptions for Employees Who Have a Taxable Wage
• Set Tax Exemptions for Employees Who Are Non-Citizens
• Overview of Tax Exemption Settings for Employees

See all 9 articles

Assignment - Actions Menu

• View Start Sheet
• View Employee
• View Order
• View Customer
• Show Directions
• Send Email

See all 11 articles

Contact - Actions Menu

• Contact Actions Menu - Web Login
• View Customer/Agency
• Send Email
• Share Contact
• Refresh
• Place Temp Order

See all 13 articles

DH Order - Actions Menu

• Auto Match
• DH Order Log
• Distance Calculator
• Edit Order
• Log Message
• New Contact

See all 13 articles

DH Order - Sub Menu Items

• DH Order - Search
• DH Order - Summary
• DH Order - Candidate
• DH Order - Detail
• DH Order - Message
• DH Order - Interview

See all 15 articles

Contact - Sub Menu Items

• Contact - Search
• Contact Summary
• Contact Detail
• Contact Message
• Contact Method
• Contact Address

See all 15 articles

Agency - Sub Menu Items

• Agency - Search
• Agency Direct Deposit
• Agency Summary
• Agency Detail
• Agency Contact Method
• Agency Message

See all 16 articles

Customer - Actions Menu

• Add Dept
• Add to Favorite
• Auto Match
• Customer Log
• DNA
• Edit Customer

See all 18 articles

Order - Sub Menu Items

• Order Summary
• Order - Search
• Order Detail
• Order Skills
• Order Requirements
• Order Contact Roles

See all 20 articles

Order - Actions Menu

• Emailing Employees in Advanced Search
• Assign New
• Auto Match
• Copy Order
• Distance Calculator
• Edit Order

See all 13 articles

Employee - Actions Menu

• Add New Unemployment
• Add to Favorite
• Advance Draft
• Assign
• Auto Match
• Generate Resume

See all 25 articles

Customer - Sub Menu Items

• Customer - Search
• Customer Summary
• Customer Detail
• Customer Message
• Customer Sales & Service
• Customer Contact Roles

See all 30 articles

Employee - Sub Menu items

• Employee - Search
• Employee Summary
• Employee Detail
• Resource Processing
• Employee Contact Method
• Employee Interview

See all 34 articles