Create a Company Process Overview

Create a Company Process

Click on the links below for more information:

• Create a new Company
• Create an Office / Department
• Create a Worksite
• Setup Billing / Invoicing
  • Contact access to Invoices
  • Company Markup
  • Job Markup
• Setup Taxes and/or Invoice Fees
  • Commission Allocation
• Create a Contact
• Assign Contact a Role
  • Billing Contact
  • Timesheet Approver
• Add Statuses, Opportunities, and Templates
  • Opportunities
  • Contact Status
  • Company Status
  • Custom Job Order Templates
  • Job Requirements
  • Email Templates
  • Adobe Templates
  • Branded Resumes
  • Company Contracts
  • Start Sheet Template
  • Required Docs for Placement
  • Talent Onboarding Tasks