Assigning CRFs to Placements

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.

CRFs assigned to Placements pull data from the fields assigned on the Client Record. When assigning the CRF, check to be sure all the data is correctly entered.

Up to 10 CRF values can be added to a Placement.

  1. Navigate to the placement record.
  2. Select the Customer Required Fields tab.
  3. Click on Assign Customer Required field.
  4. The following fields will display:
    • Customer Required Fields
      • Customer Required Field: Select the appropriate CRF from the drop-down. The list of CRFs is taken from the Company record the Job is associated with.
      • Field Start Date: This field cannot be edited and displays the start date of the CRF.
      • Field End Date: This field cannot be edited and displays the end date of the CRF.
    • Customer Required Field Configuration
      • CRF Status: Allows a CRF to be set as "Active" or "Inactive" on the Placement.
      • Effective Date for the Placement CRF: The date the selected CRF and its associated values will become available for the Placement.
    • Values Enabled for Selection
      • Value: Allows a value to be selected from available values via drop-down.
      • Start Date: Non-editable field displays the start date of the value.
      • End Date: Non-editable field displays the end date of the value.
      • Default Value: This will be the default value displayed in the picker when entering time. Only one default value can be chosen.
        • Please make sure a default is selected when choosing to hide CRF from Timesheet.
  5. Click Save.