Add Staffing Service allows you to create a staffing service component (either Parent or Division/Region) in StaffSuite.

NOTE: If you want to add a Staffing Service Branch, use the Add Staffing Service Branch functionality.

For more information on staffing services, click here.

For a list of things to know before adding a Staffing Service, click here.

Using the Staffing Service Add Wizard

The Staffing Service Add Wizard takes you step-by-step through the information necessary to add a staffing service to your database. It is easily navigated using the following buttons:

• Next: Takes you to the next screen in the Add Wizard. Note: The Next button only becomes active when you have completed all the required fields on the current screen. Use this button to walk forwards through the Add Wizard.

• Back: Takes you to the previous screen in the Add Wizard. This is useful if you realize you made a mistake entering information during the Add Wizard.

• Cancel: Closes the Add Wizard WITHOUT adding a new staffing service.

• Finish: Only available on the final screen (Verify Staffing Service) of the Add Wizard, this closes the Add Wizard and ADDS the new staffing service to your database.

The Staffing Service Add Wizard Fields

The Staffing Service Add Wizard contains the following fields (click the field name for detailed information):

1. On the Staffing Service Structure window:

2. Select the Staffing Service that you would like to add to

   Allows you to associate a Staffing Service with a previously entered Staffing Service. For example, if you were adding a division, you could associate it with the main (or parent) Staffing Service component entered earlier. A "+" symbol indicates the existence of component sublevels within the Staffing Service. Click on the "+" symbol to see these components. You should only add subcomponent levels to the Main (or Parent) Staffing Service. Highlight the main (or parent) Staffing Service to continue.

3. Level

   Allows you to indicate the hierarchical level of the new Staffing Service. Is this a division? Is this a regional office? Use to select a level from the options displayed.

4. Staffing Service

   Enter the name of the Staffing Service you want to add to the database.

2. On the Enter Basic Information window:

3. Main Contact

   Enter the name of the main contact person at this staffing service.

4. E-Mail

   Enter the e-mail address of this Staffing Service (usually the e-mail address of the Main Contact).

5. Web Page

   Enter the Internet URL that points to the home page of this Staffing Service (for example, www.acme.com).

6. Country

   Use to select a country of origin for this Staffing Service. Note: This does not restrict the Staffing Service to a country, but simply provides an indication of the country in which the Staffing Service is based.

3. On the Enter Address Information window:

4. Address Type

   Use to select an Address Type (physical, mailing, etc.). You can add multiple addresses on this screen by using this field to select an Address Type and completing the information requested. Then, select another address type and complete information for it. Continue until you have added all needed address types.

5. Suite/Building

   Enter the Building or Suite number for the address type entered above.

6. Street Address

   Enter the Street Address for the address type entered above.

7. City

   Enter the City for the address type entered above.

8. State

   Use to select the 2-letter abbreviation of the state for the address type entered above.

9. Zip Code

   Enter the Zip Code for the address type entered above.

4. On the Enter Phone Information window:

5. Phone Type

   Use to select a Phone Type (office, fax, etc.). You can add multiple phone numbers on this screen by using this field to enter a Phone Type and completing the information requested (Phone Number). Then, select another phone type and complete the information for it. Continue until you have added all needed phone types.

6. Phone Number

   Enter the Phone Number for the phone type entered above. Note: You do not have to add parenthesis or dashes.

5. On the Default Information window:

6. New Employee Temporary Status

   Use to set the default temp status for new temporary employees. When an employee is added to the system, this will be his or her initial temp status.

   For a discussion of Employee Status, click here.

7. New Employee Direct-Hire Status

   Use to set the default direct-hire status for new employees. When an employee is added to this system, this will be his or her initial direct-hire status.

   For a discussion of Employee Status, click here.

8. Probably Available Status

   Check this box if you want to use the Probably Available Status functionality, which allows a working employee's status to change to Probably Available depending on the number of Probably Available Trigger Days (see next field). A check indicates that you want to use this functionality. A blank checkbox indicates you do not want to use this functionality. Clicking in the checkbox toggles it between checked and unchecked.

   For a discussion of Employee Status, click here.

9. Probably Available Trigger Days

   If using the Probably Available Status functionality (Probably Available Status field is checked), enter the number of days prior to the close date of an assignment when the temp status should change from Working to Probably Available. This field is only necessary if you checked the Probably Available Status check box. Enter the number as a negative since this is a number of days prior to a close date (thus, -3 would indicate that the employee's status should change from Working to Probably Available 3 days before the close date of the assignment).

   For a discussion of Employee Status, click here.

10. Future Fill Days

    Enter the number of days prior to starting an assignment that an employee's temp status should change from Future Filled to Working. Enter the number as a negative since this is a number of days prior to a starting date. For example, -2 indicates that the employee's temp status should change from Future Filled to Working 2 days before the start date of the assignment.

    For a discussion of Employee Status, click here.

11. Days Since Temporary Contact

    Enter the number of days that may elapse since the date of last contact before an employee's temp status is changed to No Recent Contact by the system. For example, 60 indicates that if 60 days elapse without contact with an employee, his or her temp status will change to No Recent Contact.

    For a discussion of Employee Status, click here.

12. Days Since Direct-Hire Contact

    Enter the number of days that may elapse since the date of last contact before an employee's direct-hire status is changed to No Recent Contact by the system. For example, 60 indicates that if 60 days elapse without contact with an employee, his or her direct-hire status will change to No Recent Contact.

    For a discussion of Employee Status, click here.

13. New Company Customer Status

    Use to select the default customer status for any new company component added to the system.

    For a discussion of Company Status, click here.

14. Days Since Company Contact

    Enter the number of days that may elapse since the date of last contact before a company component's status is changed to No Recent Contact by the system. For example, 60 would indicate that if 60 days elapse without contact with the company, the company's status will change to No Recent Contact.

    For a discussion of Company Status, click here.

15. Parse Resume Skill Method

    Use to select the method which StaffSuite will use to parse resumes. Select Skill Edit List to have the system parse resumes using only the edit list entries saved by you in StaffSuite, or select System and Skill Edit List to parse resumes using both the edit list skills saved by you in StaffSuite, and the extensive system delivered skills list that is part of the parsing tool.

16. Employee Once Per Order

    Check this box to restrict the same employee to one assignment per order. An unchecked box allows the same employee to be assigned multiple times per order. Clicking the checkbox toggles it between checked and unchecked.

17. Allow Activity Integration

    Determines whether the Staffing Service allows transferring an Activity to Exchange. NOTE: You can still determine Activity Integration access on a staffing service rep by staffing service rep basis by using StaffSuite's security features.

18. Allow Company Rep Integration

    Determines whether the Staffing Service allows transferring a Company Rep to Exchange. NOTE: You can still determine Company Rep Integration access on a staffing service rep by staffing service rep basis by using StaffSuite's security features.

6. On the Payroll/Billing Defaults window:

7. Profit Measure Type

   Select the type of profit measure you want displayed on the assignment screen. You can select from margin percent, markup percent, or margin dollars per hour. Note: You may only select one of these options.

8. Work Week Beginning

   Use to select the day of the week that the Staffing Service's work week begins.

9. Automatically calculate Regular Time bill rate based on

   Select the type of profit measure you want to use to automatically calculate the bill rate. You can select from margin percent, markup percent, and margin dollars per hour. You can also select not to automatically calculate the bill rate. NOTE: You can always manually adjust any auto calculation performed by StaffSuite.

   Click here for more information on Calculating Bill Rates.

7. On the Profit Measures Defaults window:

8. Minimum Margin Percent

   Enter the default minimum margin percent for this staffing service. For 25%, type 25. For 18.75%, type 18.75.

   NOTE: When determining your minimum profit measure default values, select only one of the available options (Margin Percent, Margin Dollar, OR Markup Percent).

9. Minimum Margin Dollar

   Enter the default minimum margin dollar per hour for this staffing service.

   NOTE: When determining your minimum profit measure default values, select only one of the available options (Margin Percent, Margin Dollar, OR Markup Percent).

10. Minimum Markup Percent

    Enter the default minimum markup percent for this staffing service. For 25%, type 25. For 18.75%, type 18.75.

    NOTE: When determining your minimum profit measure default values, select only one of the available options (Margin Percent, Margin Dollar, OR Markup Percent).

11. Target Margin Percent

    Enter the default target margin percent for this Staffing Service. For 25%, type 25. For 18.75%, type 18.75.

    Note: Whereas a minimum amount indicates the lowest amount you are willing to make, a target amount indicates the amount you would like to make.

12. Target Margin Dollar

    Enter the default target margin dollar for this Staffing Service.

    Note: Whereas a minimum amount indicates the lowest amount you are willing to make, a target amount indicates the amount you would like to make.

13. Target Markup

    Enter the default target markup percent for this Staffing Service. For 25%, type 25. For 18.75%, type 18.75.

    Note: Whereas a minimum amount indicates the lowest amount you are willing to make, a target amount indicates the amount you would like to make.

14. Overtime

    Enter the default overtime bill factor for this Staffing Service. To multiply the regular rate by 1.5 (time and a half), enter 1.5. NOTE: The system allows up to four decimal places.

15. Doubletime

    Enter the default doubletime bill factor for this Staffing Service. To multiply the regular rate by 2, enter 2. NOTE: The system allows up to 4 decimal places.

16. Tripletime

    Enter the default tripletime bill factor for this Staffing Service. To multiply the regular rate by 3, enter 3. NOTE: The system allows up to four decimal places.

17. Burden %

    Enter the default additional burden percent, if any, for this Staffing Service. For a 1.5% additional burden percent, enter 1.5.

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