Job Site
- Amber Jones (Unlicensed)
Overview
The “Job Site” tab is where you list each customers job site. The job site is the physical location of the work being done. Job site and contact information is listed to the right of the job site you have highlights/selected in the top grid.
Detail
Follow the below steps to enter a job site into a customer profile:
-Right Click in the Job Site box
-Click add Job Site
-Type the required information (highlighted below)
-Click the save button on the top toolbar
After the job site has been created, you will need to add a position to that job site. The “Positions” tab contains the information that payroll pulls when adding personnel to the order. Positions are job site specific, and the job site must be created before the position. Once you add the position, you enter in the position name, rates, comp code and any applicable OT and DT modifiers for that specific position.
Follow the below steps to enter a position for a job site.
-Right Click in the Positions box
-Click add
-Type the required information (highlighted below)
-Click the save button on the top toolbar
The “Web Application” tab deals with job board functionality. This is an optional setup process to display available jobs online. The information listed on this tab it was will display for the position. For more information regarding this functionality, please reach out to customer support.
The “Skills” tab allows you to list skills related to the selected position. Skills can be added to a position. They can be required (by checking the box) or used as a referenced. If required, that skill will have to be listed in the personnel’s profile for anyone wanting to fill this position.
The “Documents” tab is for any applicable documents you wish to store in relation to the position.
The “Taxes & Deductions” tab allows you to list any items that you wish to be involved in the payroll calculation, when that specific job site is worked, whether it be a standard deduction or something company specific.
The “Directions” tab is where you can detail any special instructions on how to get to the job site such as parking or gate codes.
The “Warning” tab allows you to type a specific message that will show the software user when adding a personnel to that job site.
The “Checklist” tab is job site level items that must be marked as completed before the job site displays on the order tab’s add position window.
The “Billing Address” tab allows you to specify a different billing address and/or email information for the purpose of receiving the invoice (vs the email for the customer). This requires the invoices to be billed by job site so the software can send each job site delivery email their own invoice. The location can then oversee managing invoices vs the main company.
The “Notes” tab allows you to enter in specific notes related to the job site. These notes can be referenced here or in the customer notes report.
The “Misc.” tab allows you to list specific information regarding the job site such as the source, salesperson, and PO. From here you can also select items such as making the job site 1099, paid by per unit vs per hour, and disabling accruals.
The “Certified Payroll” tab is where you can detail items relevant to the certified payroll report and mark the job site as a prevailing wage job. The details below affect how the report is displayed, for more information regarding this functionality review Certified Payroll Documentation.
The “CIP” tab is where you can toggle the controlled insurance program job setting and select the insurance program and rate.
Carvin Software LLC