How to Create a Contract Job

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  • 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
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