Understanding CRFs

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.

Value Added

  • Billing Specialists: Ability to Split, Group, and Summarize invoices by CRF data, providing more flexibility during invoicing and better customer service for your customers. Customer Required Fields can also be tracked through financial reporting.
  • Recruiters: Streamline Placement management by tracking up to 10 CRFs and their options on a single Placement.
  • Candidates: Categorize work performed when entering time.

CRF Flow Down

CRFs are created at the Company level and then manually assigned to Job and Placement records. Flow down is only automatic to from the Job to the Placement, upon Placement creation. Below is an example of the flow in action:

In the following example assume we're working from one Company and one Job record.

  1. Manually create a CRF on the Company record.
  2. Manually assign the CRF to a Job.
  3. Create a Placement from the Job. All CRFs that already exist on the Job automatically flow down.
  4. Create a new CRF Version on the same Job. The new Version will not automatically flow down to the existing Placement.
  5. Create another new Placement from the same Job. Both CRF Versions will automatically flow down to the new Placement since they were created before the Placement existed.

Versions

CRF Versions allow you to proactively add or subtract values from a Job or Placement CRF and set the date on which the changes will take effect. CRF versions can not be created at the Company level.

An existing Placement is starting in a new facility at the Job site. A new CRF Version can be added to the Placement to make the CRF available on their start date.

Any CRF Versions created on a Job will automatically flow down to any Placements created in the future. To learn how to create and manage CRF Versions see Adding CRF Versions on Jobs and Adding CRF Versions on Placements.