Video Walk-through



Step by Step Directions


1. Navigate to the JOBS menu then the Active or Job Orders tab then select NEW JOB ORDER

2. In the NEW JOB ORDER page fill in the basic information 

  • Select Division
  • Select Office Location
  • Client Name
  • Contact Name
  • Give it a title e.g. "Spring Event" / "ER Position" / "Order for 03/29"

3. In the Order tab select the work location and bill location

  • Please note, if the location has already been set for the client, it will automatically populate.

4. Provide the Job Description in the Crew Note to automatically add to all jobs within same order

5. Then click on Job Quick Edit tab

  • Now we are ready to add individual jobs. Specify date/time, position count, and privacy setting then click "+" to add this position to the order. Repeat this step until all jobs are added.

6. Click UPDATE to Save and stay on page

  • By default, jobs are added using the configured privacy setting, but you can modify based on the urgency of the job. For PRIVATE jobs, EDIT the job and click on INVITE then select people who should be invited.
  • Have questions about job orders? Please click here for answers for the FAQ.