Enterprise 101
Dashboard widgets are
Interactive graphs and charts that you can add to your home screen
What contact method allows you to text an employee out of Enterprise
SMS email contact method or by adding cell carrier
What page within the customer record directly effects how invoices are split and displayed within the invoicing wizard?
Invoice Setup --> Billing Setup, the "create separate invoices for each" checkboxes
What does a service rep do when an applicant submits a step
review the information submitted; grant employee access to modify if need be by unlocking information
What feature allows users to tab through the time entry dashboard?
Tab stop columns, when checked off they allow users to tab through the time entry dashboard
Keyboard shortcuts are located within
E button icon
Where are reference checks stored
past jobs
How do you enroll an employee in secondary direct deposit?
Adjustments module, click add icon, and fill out the information in the add adjustment wizard.
Where can service reps review and sign documents in Enterprise?
integrations --> HRCenter --> review tab
If the "expected end date" on an assignment passes, what happens?
Nothing. It is only used for searching or reporting.
(T/F) Employee records can be deleted out of Enterprise
False, they can only be deactivated
What is a wildcard search? What does it do?
% in front of the text. It is a free-text search that will provide search results that have a text string in it.
What status must a customer record have for assignments to be created?
active
When it comes to surveys, what is a group?
different section of the quiz
True
Hierarchy determined a user's scope of
vision
What does it mean if a customer interest code is "required"
The applicant should have the required skills & qualifications that the customer requires before being assigned to the customer to ensure the customer is getting the right candidate.
Can a user proof another user's session?
yes
What is an info page?
use a preset template to collect a set of information
What information flows into a new order from the customer record (hint 5 items)?
Customer ID, Workers Comp, Work site, Directions, Multiplier code
What is a Branch
can be line of business or field office
Why should one NOT include start dates or end dates on a master order?
To be able to fill in when the master is copied
What is the difference between the weekend date and the weekend bill date
weekend bill date is an accounting period or processing week; weekend date is the day reported on pay stubs and invoices
Step one to creating a survey is to build it within the survey builder. What is step two?
turn it into a page
If directions and dress code information is added to a work site, where will that information flow?
into the order