Person – Add to an Order

This QRG shares steps for adding assignment Person(s) to a Stafftrak Order file.

PERSON ADD – ORDER PERSON

1

Within the desired Order file, select the Person tab.

2

In the Add Person textbox, enter the first few letters of their first or last name and select the magnifying glass.

Note: To search Applicant names, select the Applicant checkbox. The Applicant will be added with a record type equal to Screened.

3

Note: If you have viewed the Person file today, select the Viewed Today toolbar button to see the list of recently viewed Person files.

4

Once the desired Person is found, select the button to the left of their name, and enter the Start Date, End Date, select the proper Pay Structure, and choose the desired Record Type. Finally, select the Add button.

PERSON ADD – RECRUITMENT TAB

1

Within the desired Order file, select the Recruitment tab.

2

Select the button to the left of their name, then select the Add to Order button.

3

Select the appropriate Pay Structure and Record Type. Finish by selecting the Save button.

4

Remember, to view changes such as this, you may need to use the Refresh button.

When adding a person to an order, below are details regarding the various “Record Types” that can be selected.

• Active: These individuals will appear on payroll, as they are actively working on assignment
  • The person must have a SIN# to be added as Active on a Temporary order
• Inactive: When assignment is completed and person is no longer on assignment
  • Person will become inactive on an order automatically after the end date on Order/Person has passed
• Referred: When an assignment employee is referred to customer for a specific job
  • Referred can be used to track Skill-Marketing
• Job Offered: When Assignment employee has received a job offer and you are waiting on the acceptance
• Interviewed: Assignment employee/applicant has been scheduled for an interview with customer
• Screened: Assignment employee/applicant has been screened for the particular job order
  • Applicant Persons will be automatically selected with this Record Type
• Accepted: Assignment employee/applicant has been screened and accepted the job assignment

Special Note: Applicant Person types may not be added as active to an order.