Set defaults for when jobs are created. Defaults include Week Duration, Consolidating Invoices, Withholding Emails, Batch Hours, and Job Types.
Edit job attributes which will automatically assigned to new jobs.
Update Job Defaults
This is listed on the Job Record > Defaults selected will be applied to new Jobs.
- Click on Account & Settings.
- Click on Table Editor.
- Use the search bar in the upper left to locate the Job Defaults option.
- Select the options as presented on the screen using the toggles and drop-down menus.
- Consolidate Invoices
- Withhold Emails
- Week Duration
- Time Capture Method
- OT Type
- Job Type
- Notifications
- Click on the Save button.
- A pop-up will appear in the upper right letting you know the job defaults have successfully updated.
Example of Job Defaults
This is listed on the Job Record > Defaults selected will be applied to new Jobs.
When creating a new Job
- Any of the fields that had been updated will be reflected here
Example below show the default for the Overtime field listed as Straight Time.
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