Crelate allows for the ability to set up a default Time & Expense Type. Still looking for more on Time & Expense Types? Check out our Help Guide & Video. The intent of setting a Default type is automatically add a Time and Expense Type to each Temp job you create thus removing the necessity to add individually for each job. Without a Time or Expense Type set, employees cannot add time on an assignment thus they are vital to add to jobs that require logged time.
In addition, for Time Entry Format, users may select from Punch In/Out & Straight Time. We typically recommend setting a default Time Entry Type based on whether the majority of your searches are more consultative (and trend to straight time) versus a temp (that trend punch in/out). You may even align different opportunity types that each have a unique Time Entry Format for both simplicity and reporting purposes.
To begin, navigate to Core Records | Jobs & Opportunities to select the opportunity you'd like to set a Time & Expense Type for. **Please Note** only opportunities set up as Temp/Temp to Hire can have a Default Template.
Keep in mind, a the default can always be changed. Should an opportunity require a completely separate Time or Expense, you'll have the ability to Disable the default and a Delivery Type from an already created Time or Expense Type.
With your Charge Code Template created, it's now time to place a contact on assignment and add a Time keeper employee. Also, check out our full Master Guide that services as a one-stop-shop for all things Crelate Deliver!