Adding CRFs to Company Records

Customer Required Fields (CRF) are used to track custom data points against time worked and use those data points to manage invoice presentation. CRFs can be configured per Company to ensure you are able to meet the specific needs of each client. CRFs are then assigned to Jobs and Placements to ensure that each Job and Placement/Candidate has the specific set of options to select from during time entry without needing to filter through options that are not applicable to them or the work they are performing.

Customer Required Fields must be enabled to use Purchase Orders. See Purchase Orders for more information.

  1. Navigate to the Customer Required Fields tab on the Client Record.
  2. Select Add Customer Required Field.
  3. Enter information into the following fields:
    • Label: This is the name that will populate the for selection on the company level and for the placement CRF, once assigned.
    • Value Type: 
      • Custom Picker: Requires a selection to be made from a custom drop-down picker.
      • Free Text: Allows the Placement to enter any value into the CRF box.
    • Charge Type Lookup: This field is only visible if it's unhidden in Field Mappings. "Time" is the default value if the field is hidden. Choose between the following options if the field is unhidden:
      • Time: Select if the CRF is meant to be used with a time-only Earn Code.
      • Expense: Select if the CRF is meant to be used with an expense-only Earn Code.
      • Time & Expense: Select if the CRF is meant to be used with Time or Expense Earn Codes.
    • Viewable Start Date: The date the CRF will become available for selection on a timesheet for this client.
    • Viewable End Date: The date the CRF will become unavailable for selection on a timesheet for this client.
    • Required on Timesheet:
      • Selected: There must be a CRF value selected on a timesheet.
      • Deselected: Time can be submitted with no associated CRF value option.
    • Visible on Timesheet:
      • Selected: The candidate will see an option to select a CRF value on their timesheet.
      • Unselected: Please note that for a value to be selected on a timesheet it must also be made visible on the timesheet.
  4. Click Save.

There is no limit to the amount of CRFs you can add to the Company record. Each CRF can have up to 50 Values. All Company CRFs are available to manually assign to Jobs and Placements created under the Company.