Package: TimeCards

Back Office Temp and Temp to Perm Placement Fields

The following table lists the required Back Office-related Temp and Temp to Perm Placement fields that should be displayed on the page layout to support appropriate workflow.

Note: The values entered in the Billing Information section on the Account are the default values that are used in the Temp and Temp to Perm Placement fields. You can change the values from within the Placement.
Field Field API Description Choices
Placement Fields
Employee ts2.Employee Worker on the Placement.
Start Date ts2.Start_Date Placement start date. Date field
End Date ts2.End_Date Placement end date. Date field
Status ts2.Status Placement status.
*Timecards are generated when status is active with start and end date entered.		 Active, Inactive
Rate Type jstcl.Rate_Type Rate type. Hourly or Daily. Hourly, Daily
Hire Type jstcl.HireType Worker's employment classification. W2, 1099, Corp to Corp
*List is customizable
Bill Rate ts2.Bill_Rate Bill rate to the client for invoicing.
Pay Rate ts2.Pay_Rate Pay rate to the employee.
Hourly Per Diem jstcl.Per_Diem
*Required only if using per diem.		 Hourly rate that will be paid as per diem pay.
Gross Pay Rate jstcl.GrossPayRate Pay Rate + Per Diem Rate.
Weekly Per Diem Cap jstcl.PerDiemCap
*Required only if using per diem.		 Maximum number of per diem hours that will be paid each week.
Timecard Settings
Timesheet Period jstcl.Timesheet_Period Determine the days that appear for each timesheet period. Weekly, Weekly Split, Semi-Monthly
Week Ending Day jstcl.Week_Ending_Day Last day of the work week. Saturday, Sunday
Timesheet Format jstcl.Timesheet_Format Determines how workers will enter hours. Hours Only, Start and End Time, Shift Time Entry
Holiday Calendar jstcl.Holiday_Calendar Select the Holiday Calendar. Lookup
Overtime Plan jstcl.Overtime_Plan Select the correct Overtime Plan for the placement.
*Typically depends on the State.		 Lookup
Timecard Approver jstcl.TimecardApprover Primary timesheet approver for the Placement.
Secondary Approver jstcl.SecondaryApprover Secondary timesheet approver for the Placement.
Billing Information
Billing field default values are stored on the Account record. Do not display these fields on the Placement record if it will be consistent for each Temp Placement record.
Invoice Batch Option jstcl.Invoice_Batch The grouping rule that is used for consolidating invoices for the placement. Account, Placement, Purchase Order, AP Contract, Batch Grouping
Invoice Batch Group jstcl.Invoice_Batch_Group Custom invoice grouping.
*Required only if Batch Grouping is selected for Invoice Batch Option.		 Customizable Picklist
Accounts Payable ts2.Accounts_Payable The "Bill To" client contact who will receive invoices. Contact Lookup
Accounts Receivable jstcl.Accounts_Receivable The "Remit To' user for the Organization. User Lookup
Invoice Processing Period jstcl.Invoice_Period Frequency for auto-invoicing processing. Weekly, Bi-Weekly, Semi-Monthly, Monthly, Quarterly, Annual
*Typically weekly or monthly
Invoice Overtime jstcl.Invoice_Overtime Determines what Overtime rate will be used to bill the client. Markup Overtime, Pass Through Overtime, Do Not Invoice Overtime, Use Overtime Bill Rate
Overtime Bill Rate jstcl.Overtime_Bill_Rate An Overtime Bill Rate is required if Use Overtime Bill Rate is selected as the Invoice Overtime option.
Invoice Terms jstcl.Terms Client invoice terms. Net 0, Net 10, Net 30, Net 60, Net 90, Other
Tax Percent jstcl.Tax_Percent Enter a tax percentage if sales tax should be charged on the invoice.
Commission Participants
The people who will earn a commission for the placement should be selected in this section. The % amount next to their name will determine what percent of the total commission each person will earn.
Primary Recruiter ts2.Filled_By User assigned to Placement Recruiter#1 role. User Lookup
Secondary Recruiter ts2.Filled_By_2 User assigned to Placement Recruiter#2 role. User Lookup
Sales Rep ts2.Sales_Rep User assigned to Placement Sales#1 role. User Lookup
Sales Rep 2 ts2.Filled_Rep_2 User assigned to Placement Sales#2 role. User Lookup
Taken by 1 ts2.Taken_By User assigned to Placement Other#1 role. User Lookup
Taken by 2 ts2.Taken_By_2 User assigned to Placement Other#2 role. User Lookup

Community User Provisioning

The Employee, Timesheet Approver, and Secondary Approver must be provisioned as Community Users in order to access the client's external community site for timesheet submission and approval. The Community User Provisioning module should be configured onto the Temp and Temp to Perm page layouts for user provisioning or de-provisioning from the Placement record.


Configuring Placement Community Provisioning

  1. Navigate to Setup > Object > Placement > Temp (and Temp to Perm) page layout.

  2. Go to Visualforce Pages.

  3. Place the jstcl.PlacementUsersDeactivate page into a section of the Placement page layout.

  4. Save your changes.

Sample Temp and Temp to Perm Back Office Fields

The following figure shows sample Temp and Temp to Perm Back Office fields.