Set up Job Defaults (Table Editor)

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.

  1. Click on Account & Settings.
  2. Click on Table Editor. Bold - myDashboard - Account & Settings Menu & Table Editor Highlighted.png
  3. Use the search bar in the upper left to locate the Job Defaults option.
  4. Select the options as presented on the screen using the toggles and drop-down menus.
    1. Consolidate Invoices
    2. Withhold Emails
    3. Week Duration
    4. Time Capture Method
    5. OT Type
    6. Job Type
    7. Notifications
  5. Click on the Save button. Bold - Table Editor - Job - Job Defaults - All Filled & Highlighted.png
  6. A pop-up will appear in the upper right letting you know the job defaults have successfully updated. Bold - Table Editor - Job - Job Defaults - Save Success Pop-Up.png

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

Job - Job Defaults - Fields.gif

 

Example below show the default for the Overtime field listed as Straight Time.

 

 

 

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