Creating a job order is essential when you receive a request from your client or want to post an opportunity on a public job board. There are multiple entry points for adding a job order:
Staffing managers typically create orders.
Clients can create orders if given access.
Orders can be imported via data exchange (spreadsheet).
Crew members can create orders if permitted.
Calendar view also allows order creation for visual scheduling.
Navigation
Menu Path: From the main menu, click on Workspace and select Orders.
Calendar View: To create an order directly from the calendar, click here for step-by-step instructions.
Key Features
Clone Orders: Easily duplicate existing orders for similar requirements.
Recurring Orders: Set up orders to repeat on a schedule.
Import Orders: Upload multiple orders using a spreadsheet template.
Custom Fields: Creating custom fields with permissions
Use Case: Creating a New Job Order
Steps:
Click on "New Order" in the Orders section.
Select Client: Choose the client from the dropdown.
Choose Location: Specify where the job will take place.
Set Rate Configuration: Define pay rates and billing details.
Add Jobs:
Set privacy (invite specific people or open to your crew).
Add job details (dates, times, requirements).
Save and Publish: Finalize the order for internal use or public posting.
FAQ
Q: What is the difference between an Order and a Job?
A: A job order in your system groups multiple jobs or shifts under one work order, making it easy to manage staffing for projects or events and see everyone assigned. For example, you can include a CNA and LPN for different shifts at a facility, or several servers and a bartender for an event, all within the same job order for streamlined oversight.
Pro-Tip
1. The most efficient way
See Also
How crew members apply for jobs
Applying to jobs from crew member's perspective
How to leverage policies and procedures from clients record
Understanding Rate configurations
Automation
When an order is created based on the privacy setting of a job, the system will automatically notify all the crew members
Partnership & Integration
Easily connect with third-party platforms and ATS systems for seamless order import and management.
Key Performance Indicators
Fill Ratio: Percentage of jobs filled versus total created.
Order Creation Source: Track how and where orders are being created.
Reports
Job Order Report: Overview of all orders created.
Jobs Report: Detailed breakdown of jobs within orders.
Staff List: View staff assigned to each job.
Legacy Compatibility
All features are fully backward compatible with legacy systems—no migration required.