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      Create a contract assignment

      Create a contract assignment to manage the ongoing relationship between your staffing company, your client, and your contractor



      • From the main navigation, click Billing > Contract > New
      • This will redirect you to New Contract Job Page.
      • Standard Job Info Section:
        • If your client has already been added, it will show on the drop-down menu.
        • If you want to add a new client click on Add new client
          • A pop-up window will appear, fill in the Business name, and click Create.
        • If your contractor has already been added, it will show on the drop-down menu.
        • If you want to add a new contract click on Add new Contractor.
          • A pop-up window will appear, type in the required fields such as First and Last Name, email address, and State and click Create Contractor.
            • Fill in the following details:
              • Job Title
              • Job type
              • Start Date
              • End date
      • Job Site Address, click on Select address.
        • If your client has already been added, it will show the addresses available for that client.
        • If you added a new client then click on Add new Address, a pop-up window will appear, type in the required fields such as Company name, department, Contract Name, Address, tick the Active address and click Create.
        • If you need to add another address, just repeat the process and once you added another address you can choose from the selection.
      • Burden Section:
      • We have a preset burden calculation per state, however, you do have the option to override this based on your requirements.
      • To override, click on Actions then Override. Fill in the override percentage. 
      • You can also use the preset and override the setting by choosing from the dropdown menu and adding the override percentage.
      • Time and Pay Section:
      • Check the applicable work time for your contract and fill in the Pay Rate, Bill rate, and ACA Rate.
      • Overtime Rules will depend on the state, you choose from the dropdown menu.
      • You can also allow your employees to waive or skip lunch. If your employee waives or skips lunch, this will merit 1-hour premium pay depending on the state.
      • Tracking Section:
      • You have to fill out the form to better track your workforce data.
      • Approvers Section:
      • Click +Add Approver
        • A pop-up window will appear, fill out the required information such as First and Last name, Title, Phone number, and email address. Tick the check box Contact active then click Create. 
      • Once done, click Save and Approve.
      • You will be redirected to the Invoice Group page.
      • Choose the Invoice Group the contract should be a part of. 
      • This basically groups together invoices to be billed to the same client.
      • You can also set up multiple invoices for different departments or different locations for the same client.
      • Once that has been set up, choose the Email Recipient of the invoice.
      • Check the following box
        • Mail Invoices
        • Show Job Titles on invoices
        • Active
      • Then Save Invoice Group