Client

Create and maintain Client Records for the purpose of storing details, job requirements and events relevant to the Client location / worksite. From the Client Record, the following items can be accessed from the Quick Access section at the top of the record:

• Profile - store and manage information about the client including revenue, number of employees and any special notes.

• Address - store and manage the Client's site address as well as the postal address.

• Custom Fields - displays any Custom Fields assigned to Client records.

• Pay / Bill - where the system has been configured for middle and back office functionality, this section includes settings relevant to the Client's Pay / Billing requirements. Timesheet Details, Wage Costs items, Due Diligence items and Billing Details. An action is available to View Invoice Details where a Debtor has been assigned.

• Project Code - Project Codes are created where a Client would like Project Codes to be applied to timesheets, utilised for reporting and or invoices generated by Project Code. Project Codes created in the Client record are available to be assigned to Job Orders, where in turn they will be available to Timesheet initiators (keyers) in the on-line portal. Add, Edit and Delete actions are available to manage Project Codes.

• Cost Centre - create Cost Centres to represent divisions / departments / work sites. An Add action is available. Contacts - lists Contacts linked to the Client. Actions are available to Remove a linked Contact, and Add a new Contact. Comment - lists the Client's Comment records. Add, Edit and Delete actions are available.

• Job Comment - lists Comments from the Client's Job Orders. Edit and Delete actions are available.

• Job List - lists Jobs owned by the Client. Copy and Add Job actions are available.

• Activities - lists the Client's Activity records. Add, Edit and Delete actions are available.

• Workplace - store and manage details about the workplace including operating days / shifts, standard work hours, clothing & dress requirements, travel requirements, OHS information etc.

• Document Management - Generate Documents / Attach Documents.

• Preferred and Excluded Candidates - displays a list of Candidates that have been preferred and excluded at the Client level.

• Record Properties - displays details about the record including creation date, created by, last update date etc.

• Audit Trail - details are applied to the Audit Trail list where a field within the record is modified.

Invoice List - View / Print invoices where the Debtor has been assigned at the Client or Cost Centre level.

The following record actions are available:

• Edit - edit the Client record.

• Delete - delete the Client record. Client records cannot be deleted where they are in use, ie; have Activities, Comments, Cost Centres, Contacts, Job Orders.

• Manage Sections - remove, add, re-order sections within the record.

• View Statistics - view statistics for the Client including: Vacant Jobs - number of jobs that are not yet filled. Filled Jobs - number of jobs that have filled.
  M.A.T Revenue - summary of billing for the last 12 months.

• View Organisational Hierarchy - view the organisational structure.

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