Staff Instructions allows you to leave special instructions that will appear at each step of the ordering process to help your staff enter orders correctly.

The tabs on the window vary depending on whether this is a temporary or direct-hire order.

Instructions default from information added on the Company Billing Information window.

For more information about order, click here.

For more information about assignment, click here.

For more information on position, click here.

Adding and/or Editing Staff Instructions

NOTE: The Staff Instruction window for Direct-Hire orders is shown. The tabs for a Temporary order are: Order, Assignment, Fill, and Timesheet. Also, if you are accessing this window from Assignment and/or Position, some of the tabs are non-editable. For example, you can not edit Order staff instructions from Assignment.

Instructions default from information added on the Company Billing Information window.

To add or edit instructions, simply click on the tab containing the step in the ordering process for which you want to add/edit instructions. Once the tab is selected, type your instructions in the box.

The instructions will display whenever you are taking the associated step in the ordering process. For example, instructions entered under the Place tab will display when you are placing a position.

Special Instructions

The Timesheet and Position Billing tabs have an additional message field, where you can choose the frequency that applies to these instructions. By using , you can set up the message to be one-time or recurring and, when it is no longer needed, you can change the frequency to Completed.

NOTE: Currently, these frequency settings are informational only, meaning that instructions will appear for the life of the assignment/position regardless of the setting you select.