Description
The Billing > Service Fee section on the Job Order screen, which was previously available for permanent placement job orders only, can now be exposed on job orders for temporary and contract placements. An example of the Service Fee section on a job order is shown below.
For each job order type, security role permissions can now be used to grant or restrict the ability of front office staff to see, add or edit service fees on each type of job order.
Benefits
This enhancement allows billable services associated with a temporary or contract job placement to be assigned to a temporary or contract job order so that services fees can be managed.
Note that enhancements have also been made to allow services fees to be automatically invoiced without the need for back office staff to raise a manual invoice. For more information, see Automatic Invoicing of Service Fees.
Configuration
The display of the Service Fee section on each type of job order and whether users can add and edit services on each type of job order is controlled by new security role permissions, which are configured under Maintenance > Role-Data Groups. The permissions are listed and described in the table below.
Application | Permission | Applicable to User Type | Permission Levels | Description |
Job Order Connect Job | Service Fees – Perm Job | Agency | Full | If this permission is assigned to the logged in user’s security role, the user will be able to see the Service Fee section on a permanent job order and will be able to add, edit and delete services. Note that to maintain backward compatibility with pre-existing system behaviour, on upgrade this permission is automatically assigned to any existing security roles that already have the Job Order > Permanent Job permission. |
Service Fees – Perm Job | Agency | Add | If this permission is assigned to the logged in user’s security role, the user will be able to see the Service Fee section on a permanent job order and will be able to add services. | |
Service Fees – Perm Job | Agency | Edit | If this permission is assigned to the logged in user’s security role, the user will be able to see the Service Fee section on a permanent job order and will be able to edit services. | |
Service Fees – Perm Job | Agency | View | If this permission is assigned to the logged in user’s security role, the user will be able to see the Service Fee section on a permanent job order. | |
Job Order Connect Job | Service Fees – Contract Job | Agency | Full | If this permission is assigned to the logged in user’s security role, the user will be able to see the Service Fee section on a contract job order and will be able to add, edit and delete services. This permission is not added to any existing security roles by default on upgrade and must be added manually to the relevant security roles, if required, after upgrading. |
Service Fees – Contract Job | Agency | Add | If this permission is assigned to the logged in user’s security role, the user will be able to see the Service Fee section on a contract job order and will be able to add services. This permission is not added to any existing security roles by default on upgrade and must be added manually to the relevant security roles, if required, after upgrading. | |
Service Fees – Contract Job | Agency | Edit | If this permission is assigned to the logged in user’s security role, the user will be able to see the Service Fee section on a contract job order and will be able to edit services. This permission is not added to any existing security roles by default on upgrade and must be added manually to the relevant security roles, if required, after upgrading. | |
Service Fees – Contract Job | Agency | View | If this permission is assigned to the logged in user’s security role, the user will be able to see the Service Fee section on a contract job order. This permission is not added to any existing security roles by default on upgrade and must be added manually to the relevant security roles, if required, after upgrading. | |
Job Order Connect Job | Service Fees – Temp Job | Agency | Full | If this permission is assigned to the logged in user’s security role, the user will be able to see the Service Fee section on a temporary job order and will be able to add, edit and delete services. This permission is not added to any existing security roles by default on upgrade and must be added manually to the relevant security roles, if required, after upgrading. |
Service Fees – Temp Job | Agency | Add | If this permission is assigned to the logged in user’s security role, the user will be able to see the Service Fee section on a temporary job order and will be able to add services. This permission is not added to any existing security roles by default on upgrade and must be added manually to the relevant security roles, if required, after upgrading. | |
Service Fees – Temp Job | Agency | Edit | If this permission is assigned to the logged in user’s security role, the user will be able to see the Service Fee section on a temporary job order and will be able to edit services. This permission is not added to any existing security roles by default on upgrade and must be added manually to the relevant security roles, if required, after upgrading. | |
Service Fees – Temp Job | Agency | View | If this permission is assigned to the logged in user’s security role, the user will be able to see the Service Fee section on a temporary job order. This permission is not added to any existing security roles by default on upgrade and must be added manually to the relevant security roles if necessary after upgrading. |
The services that are available to be added to a job order must be configured separately under Maintenance > Global > Services.