Order Forms and Procedures List

The Forms/Procedures List window allows you to see which Forms/Procedures are required by the order for the service line indicated. You will see all forms and procedures added to that order AND the associated company AND the company's associated staffing service branch.

In System Administration, the Edit List Basic functionality allows you to add an Expiration Threshold to a specific form/procedure. This setting determines how long before the expiration date the Staffing Service Rep is warned when filling the assignment or placement. For example, if the Expiration Threshold is set to set to 7 days, then a week before the form/procedure expires, Staffing Service Reps will begin receiving warnings when filling the assignment or placement.

If you want to add to the required Forms and Procedures, click Add to open the Forms and Procedures window.

When considering the cascading nature of Pre-Hire Forms and Procedures, you must keep in mind three areas: the Staffing Service Component, the Staffing Service Branch and the Front Office (Companies and Orders). Essentially, Companies and Orders refer to Forms and Procedures at their associated Staffing Service Branch. The Staffing Service Branch can (but does not have to) refer to Forms and Procedures at its associated Staffing Service Component.

Here is how it works from the top-down:

Parent Staffing Service: Can not refer to any other staffing service component, but can create their own forms and procedures list.
Division Staffing Service: Can choose to inherit from the Parent Staffing Service or create their own forms and procedures list.
Region Staffing Service: Can choose to inherit from either the Parent or Division Staffing Service or create their own forms and procedures list.
Staffing Service Branch: Can choose to inherit from the Parent, Division or Region Staffing Service or create their own forms and procedures list.

Parent Company: Inherits any required forms from the Staffing Service Branch, but can add new forms and procedures from a list of Available forms at the Staffing Service Branch.
Division Company: Inherits any required forms from the Staffing Service Branch and any added by the Parent Company, but can add new forms and procedures from a list of Available forms at the Staffing Service Branch.
Location Company: Inherits any required forms from the Staffing Service Branch and any added by the Parent or Division Company, but can add new forms and procedures from a list of Available forms at the Staffing Service Branch.
Department Company: Inherits any required forms from the Staffing Service Branch and any added by the Parent, Division or Location Company, but can add new forms and procedures from a list of Available forms at the Staffing Service Branch.
Order: Inherits any required forms from the Staffing Service Branch and the Company associated with the Order, but can add new forms and procedures from a list of Available forms at the Staffing Service Branch.

Quick Order Look Up	Add Order
Delete Order	Basic Information