1) Log into Admin and go to Settings > District and add a new district
New districts require the following fields:
Name: usual configuration: state and then name of the location
Zip code of the Physical address of the location
Positions
Note: Ensure the Bookable Status is on (use 3-dot menu to change status)
2)Create Unit
New units require the following fields:
Name
Physical Address (zip code needs to match the district zip code from step 1)
Sector: client dependant
Status: Active
Cost Code: client dependant
Availability: sub-units are available only if they have been set up for your organisation.
3) Create sub-units, if applicable.
3a) Associate the sub-units to the Unit you created in step 2
4) Add Agencies: Go to Agencies> Active > Select Agency > Update the Contract > Select Apply changes immediately checkbox > Select the State and District added in step 1.
5) Select the District > Enable the Positions per each agency and enter in the mark-up rate and ensure the Bill and Pay Rates calculate per position.
Note: The agency does not have to accept the new district, units or positions. New district, units or positions are immediately active. Verification can occur by logging in as a manager within that unit using the impersonation functionality.
Availability: logging in as a manager (impersonation) is available only if it has been set up for your organisation.
6) Request TAP team provide location code so that units can code the invoices.