Set up Employment Types, Tax Types, and Burdens (Table Editor)

We all know that in the world of staffing, employment types and burdens can vary based on the client’s needs. Admin users can customize the title of each employment type, tax type, and burden.

Create and edit employment types and choose which tax type and burden will be associated with each of them.

 

Create a new Employment Type, Tax Type or Burden

This is listed on the Job's Record > Operations & Financials widget > Employment Type field

  1. Click on Account & Settings
  2. Click on Table Editor

    Account Settings - Table Editor.gif

  3. Click on Employment Types, Tax Types & Burdens tile
  4. Add a document name to the New Item field
  5. Click on the Add button
  6. Click on the Close button

Employment Type Tax Burden - Add New - Save.gif

 

Example of new Employment Type, Tax Type and Burden

This is listed on the Job's Record > Operations & Financials widget > Employment Type field

  1. Go to a Job's record
  2. Click on the Operations & Financials widget
  3. Click the Edit icon (Pencil icon)
  4. Got o the Employment Type field
    1. When changing the Employment Type field, the Burden field will automatically update

Job - Operations Financials - Employment Type Burden.gif

 

 

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