Date printed: 11-18-2017   Last updated: 08-30-2005

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Applies to versions: 1.3, 1.4



Jobs



Job Management allows you to track time worked on specific jobs and projects. You can also assign jobs to customers and organize your jobs by assigning them to categories. The IPSIPS optional module is required.

Security Level Required: Manager, Employee Administrator, or Payroll Administrator

Using the left pane Main Menu, click on: Administration » Job Management » Jobs




Job Administration Screen

HINT: If you plan on assigning jobs to customers for billing purposes or to organize jobs by categories, set up the Job Categories and Job Customers first.

To Add a New Job


  1. Click on the

    New Job icon at the top of the page.

To Enter Job Details or Edit an Existing Job


  1. Select the Job from the pull-down and click on the Edit button.

    Job Management - Jobs
  2. Enter or edit the information as necessary.
  3. Click on the Next-> button to save the job or Cancel to cancel the adjustments.

NOTE: The Job is created when you click on the Next-> button.

NOTE: Auxiliary Fields must be alphabetical and a maximum of 24 characters.


If you have created a Flexible Job, the Auxiliary Job Information Fields page displays:



Auxiliary Job Screen

Information relating to a specific job, such as the invoice number, due date, location, and the like, can be stored through custom fields called Auxiliary Fields. Auxiliary Fields can be added to flexible (web-only) jobs.

To Add an Auxiliary Field

  1. Type in the name of the Auxiliary Field then click on the Add button.
  2. Repeat step 1 to add additional Auxiliary fields.
  3. When finished entering Auxiliary fields, click on the Done button

To Edit an Auxiliary Field

  1. Click on the notepad icon to the right of a created Auxiliary field.
  2. Edit the Name of the field.
  3. Click on the Submit button to save the adjustment or Cancel to cancel the adjustment.
  4. When finished adjusting Auxiliary fields, click on the Done button.

To Delete an Auxiliary Field

  1. Click on the negative sign icon to the right of the created Auxiliary field.
  2. When finished adjusting Auxiliary fields, click on the Done button.
    NOTE: You cannot delete an Auxiliary Field if the auxiliary field has been used for that job.


See Also:
Adjust Job Categories (1.3, 1.4, 1.5)
Adjust Job Customers (1.3, 1.4, 1.5)
Import/Export Jobs (1.3, 1.4, 1.5)
Modules/Upgrades (1.3, 1.4, 1.5, 1.6)

©2004-2017 TimeIPS, Inc. All Rights Reserved - TimeIPS and the TimeIPS logo are registered trademarks of TimeIPS, Inc.
"Intelligent Personnel System" "Run your Business. We'll watch the clock." are trademarks of TimeIPS, Inc.
TimeIPS is protected by one or more patents. Patent No. US 7,114.684 B2.