Order – Add New

There are several methods for adding an Order file.

• Main Menu area – select appropriate Company and Location
• Company file – go to appropriate Company and Location
• Duplicate an existing Order –

MAIN MENU – ADD AN ORDER

1

From the Main area of Stafftrak, select the Add Order toolbar button.

2

An editable data entry form will appear. Note the red labeled fields are required and must contain value before the Order file can be saved.

3

In the Company textbox, type in a few characters of the Company name, and select the magnifying glass. If the Company has multiple locations, select the underlined location number to choose.

4

Verify the proper Type is shown as this affects the WSIB/WCB premiums. Information set up within the Company file pulls this information into the Order, yet should be noted.

5

Select the proper Order Location. This affects taxation. If you are dealing in multiple provinces be certain to select the correct province. If the location you need is not showing as an option, reach out to your Client Services specialist to have it added.

Once this is selected and the Order is saved, the Order Location cannot be edited / changed.

6

Select the Worked By option, which is the internal person managing the order. This is required for Stafftrak to email a JAN (Job Assignment Notification) and indicates who will be cc’d on electronic timesheets submitted from onTIMEedge. This also sets who will appear on the Dashboard – Active by WorkedBy Report.

7

Complete the remaining red (required) fields and any other information deemed useful.

8

It is critical to add correct Pay and Bill information for payroll runs to be accurate.

Within the Pay/Bill Information area, type a description within the Pay Structure textbox, select the proper Pay Classes (by default this is Regular Wages for temporary employees), and enter in the determined Pay Rate (paid to worker) and Bill Rate (billed to customer) information.

9

Note: If a standard markup exists for this company it will be displayed in the Stand. Markup field and you will not be able to enter a pay/bill rate with a markup lower than the Standard unless you have permissions to override the Standard Markup.

Also, pay special attention to the value shown in the This Order field. If the number seems unusually high or low reach out to confirm. This may avoid errors which could result in workers being paid wrong, or customers have inaccurate invoices.

Finish by selecting the Save toolbar button, and Stafftrak will assign a unique order ID number.

COMPANY FILE – ADD ORDER

1

Using this option saves steps, and helps ensure you’ve chosen the proper company and location.

Within the Company file, on the Summary tab, choose the appropriate Location.

Next select the Add Order button on the toolbar button.

2

This opens an editable data entry form. Continue at Step 4 above, until complete.

DUPLICATE EXISTING ORDER TO ADD AN ORDER

1

Add an Order by duplicating an existing order. This will build a new file with the exact same information as the original order. Of course, be sure to edit the newly built Order as appropriate.

Within the desired Order file, on the Summary tab, select the Duplicate toolbar button.

2

Within the editable form ALL fields are pre-filled with same information as the Order you are duplicating. Be sure to make all necessary changes to the information.

3

Before you save the newly built Order file, you may choose to keep existing pay structures by selecting the checkbox(es), modify existing, or add new.

When finished, select Save to generate a new Order with its own unique Order ID #.