Jobs

Add

1. Hover on Jobs > click Add Job:

2. Select a Client. For help on this, click here:

3. Select a Job Code. For help on this, click here:

4. Update the Job Status to Active:

All other fields are optional to fill out

5. Click Add

Bulk add

1. Hover on Jobs > click Bulk Job Creation:

2. Select a Job Code. For help on this, click here

3. Update the Job Status to Active:

4. Click Next:

5. Click Next:

6. Click OK

Edit

1. Click Jobs:

2. Click the edit icon:

3. Make the changes in the Edit Job page, then click Save

Delete

1. Click Jobs:

2. Click the delete icon:

3. Click OK

Only jobs that don’t have timesheets can be deleted

Status

1. Click Jobs:

2. Click the Job ID:

3. Hover on the magnifying glass icon and select the applicable status:

Updated on 02/08/2024

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