How to Create a Contract Job

• From the main navigation, click Billing > Contract > New
• This will redirect you to New Contract Job Page.
• Standard Job Info Section:
  • If your client has already been added, it will show on the drop-down menu.
  • If you want to add a new client click on Add new client
    • A pop-up window will appear, fill in the Business name, and click Create.
  • If your contractor has already been added, it will show on the drop-down menu.
  • If you want to add a new contract click on Add new Contractor.
    • A pop-up window will appear, type in the required fields such as First and Last Name, email address, and State and click Create Contractor.
      • Fill in the following details:
        • Job Title
        • Job type
        • Start Date
        • End date
• Job Site Address, click on Select address.
  • If your client has already been added, it will show the addresses available for that client.
  • If you added a new client then click on Add new Address, a pop-up window will appear, type in the required fields such as Company name, department, Contract Name, Address, tick the Active address and click Create.
  • If you need to add another address, just repeat the process and once you added another address you can choose from the selection.

• Burden Section:
• We have a preset burden calculation per state, however, you do have the option to override this based on your requirements.
• To override, click on Actions then Override. Fill in the override percentage. 
• You can also use the preset and override the setting by choosing from the dropdown menu and adding the override percentage.

• Time and Pay Section:
• Check the applicable work time for your contract and fill in the Pay Rate, Bill rate, and ACA Rate.
• Overtime Rules will depend on the state, you choose from the dropdown menu.
• You can also allow your employees to waive or skip lunch. If your employee waives or skips lunch, this will merit 1-hour premium pay depending on the state.

• Tracking Section:
• You have to fill out the form to better track your workforce data.

• Approvers Section:
• Click +Add Approver
  • A pop-up window will appear, fill out the required information such as First and Last name, Title, Phone number, and email address. Tick the check box Contact active then click Create. 
• Once done, click Save and Approve.

• You will be redirected to the Invoice Group page.
• Choose the Invoice Group the contract should be a part of. 
• This basically groups together invoices to be billed to the same client.
• You can also set up multiple invoices for different departments or different locations for the same client.
• Once that has been set up, choose the Email Recipient of the invoice.
• Check the following box
  • Mail Invoices
  • Show Job Titles on invoices
  • Active
• Then Save Invoice Group