Create Services from Job Entry
Once you have reviewed the job entries, this process will create the billable records for staff time.
NAVIGATION: TRANSACTIONS menu > Job Processes > Create Services from Job Entry
- In the FACILITY SELECTION, select the facility you want to create services for. Leave the field blank to process all facilities.
- To process services for one employee, select the employee in the EMPLOYEE SELECTION section. To process for all employees, check the ALL EMPLOYEES box in the OTHER SELECTIONS section.
- In the DATE SELECTION fields, enter the start and end date.
- Check the NOTIFY box and click the CREATE TICKETS icon.
- When the process is complete, you will see an informational prompt. Click OK to proceed.
- Review the Service Detail Report to see the services that were created.
4/2021