Posting a new order
PROJECT INFORMATION
- Click "POST A JOB" button on the bottom left of your screen
- Select START FROM SCRATCH or USE A PREVIOUS ORDER AS A TEMPLATE
- Enter in a Title for your job
- Select the Customer or create a new customer
- (optional) Enter a Collaborator
- Select a Project or create a new project from the drop down
- Select if a Check-in photo is required
- (optional) Enter email address of anyone other than the Account Team or Customer should receive check-in photos
- (optional) Save order as an estimate
- Click NEXT STEP
LOCATION
- Enter the job location. You can enter the full address or the city and state. All eligible workers will be able to see how far away they are from the job. Only confirmed workers will be able to see the address.
- Enter Job Radius. The system defaults to 60 miles from the job location, but you can change this to whatever you think is best for each job.
- National Job Posting: Select this if you would like to fully remove the job radius and alert all eligible workers in the U.S.
- On-site Contact: Turn this on if you would like to enter the on-site contact for the job
- Specific Arrival Instructions: Turn this on if you would like to provide your workers with any specific arrival instructions for the job. This will only be visible to confirmed workers.
- Click NEXT STEP
SCHEDULE BUILDER
- Click + to add a staff type
- Use a template from previous job, or enter from scratch
- Select the staff type that you need
- (optional) Enter an Internal Worker Name: Use this field if you want a different job title to display on candidate decks, invoicing, reporting, orders, and calendars.
- (optional) enter email address of who will rate the staff
- Select the Pay Type (hourly, daily, weekly)
- (optional) Enter minimum staff rating: Use this field if you want your job to be visible only to eligible candidates with a minimum rating.
- Enter the job details and requirements
- (optional) Enter Additional information: Additional information is hidden from workers until they are confirmed for the job.
- (optional) Turn on uniform requirements if you have them.
- (optional) Turn on tags or filters if you have any to apply.
- (optional) Save this job as a template for future orders.
- Click NEXT STEP
- (optional) Turn on Set Weekly Schedule to set job frequency as Daily, Every week day, every weekend, or Customer
- Enter the date of the job
- Enter the start time and end times of the job
- Enter number of positions for the job
- Enter the Billed Rate for the pay type
- Enter the Staff Pay for the pay type
- (optional) Toggle ON to allow for an unpaid break, or leave off for paid breaks.
- (optional) Add another shift if applicable
- (optional) Does this job last more than one week? Toggle to ON and enter the last day of work for this job.
- Click CONFIRM
- (optional) Add a second worker/staff type to this job
- Click NEXT STEP
SUMMARY
- Review a summary of the job, edit where necessary
- Click SAVE
- No, cancel
- Post without notifying staff
- Yes, send it and alert staff