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Employment Order System Manual

The Employment Order Type is designed to help organizations efficiently manage and track employment-related requests. Whether you're creating new employment orders or assigning individuals to fulfill them, the system provides a centralized, intuitive interface to streamline the entire process.

Integrated with various components (like personnel records and document generation), this module ensures seamless data flow and reduces manual overhead in managing employment logistics.

1. Overview

The Employment Order System is a core module designed to streamline and centralize the management of employment-related orders primary for Temporary Agencies. It allows authorized users to create, update, and monitor employment orders, assign individuals to specific roles, and generate necessary documentation throughout the employment process.

This system supports both operational and HR workflows by ensuring that employment orders are clearly defined, properly assigned, and fully trackable from creation to fulfillment. With integrated filtering, document export, and permission controls, the module provides a flexible and efficient solution for managing staffing requests across various business units.

Whether you're staffing for internal projects, fulfilling contractual roles, or managing short-term employment tasks, this module ensures visibility, accuracy, and accountability across the entire lifecycle of employment orders.

2. Key Actions

1. ➕ Create Order

  • Description: Start a new employment order from scratch.
  • How to Use:
  • Navigate to the Orders page.
  • Click the "Create Order" button.
  • Fill out the Employment Order Form with all required details.
  • Click "Submit" to save.

2. ✏️ Edit Order

  • Description: Modify an existing order.
  • How to Use:
  • Select the order from the list.
  • Click the "Edit" button.
  • Update the necessary fields.
  • Click "Save Changes" to confirm.

3. 🗑️ Delete Order

  • Description: Permanently remove an order from the system.
  • How to Use:
  • Choose the order you wish to delete.
  • Click "Delete" and confirm when prompted.
  • Note: Deletion cannot be undone.

4. 👥 Assign Persons for Employment

  • Description: Link individuals to a specific employment order.
  • How to Use:
  • Select the order.
  • Click "Assign Persons for Employment".
  • Use the Employment Persons Form to assign individuals and submit.

5. 🔄 Automated Assignment from Hiring Rooms

Assigning Persons for Employment is fully automated when the Hiring Room reaches its Final Stage, provided it is linked to the appropriate Employment Order.

If the correct rules and connections are configured:

  • The system will automatically assign individuals to the corresponding Employment Order.
  • This happens immediately after a contract is created for candidates in the Final Stage of the Hiring Room.

This automation reduces manual input, ensures consistency, and speeds up the onboarding workflow without any mistakes.

6. 📄 Generate Documents

  • Description: Automatically generate relevant employment documentation.
  • How to Use:
  • Select one or more orders.
  • Click "Generate Documents".
  • Follow the on-screen prompts to complete the process.

The system allows automatically generate an XLSX file containing all relevant personal data of onboarded employees.
This file is intended for internal use by the final employer, supporting HR, compliance, and onboarding processes.

7. 📤 Export to XLSX

  • Description: Download employment order data for external reporting or analysis.
  • How to Use:
  • Select one or more orders.
  • Click "Export to XLSX".
  • The Excel file will be downloaded to your device.

3. Filters

Use these filtering options to narrow down orders based on specific criteria:

1. Account

  • Use: Select an account from the dropdown to show related orders.

2. Order Manager

  • Use: Filter by the user managing the employment order.

3. Responsible Persons

  • Use: Display orders involving selected responsible individuals.

4. Labels

  • Use: Select tags/labels to find categorized orders easily.

5. State

  • Use: Filter by the current phase/state of the order (e.g., Draft, In Review, Approved).

6. Status

  • Use: Choose between "Active" or "Closed" to display orders based on lifecycle status.

10. Support and Resources

If you encounter issues or have questions:

  • Contact your HR Administration for guidance.
  • Online Resources: Check the Pulsawork Help Center for tutorials and FAQs.
  • Pulsawork Support: Reach out via the support portal.

This detailed manual helps you use Pulsawork’s Employment App efficiently, from simple searches to bulk actions and AI-powered data extraction. Happy recruiting! 🚀

4. Frequently Asked Questions (FAQ)

How do I know if an order is active or closed?

A green circle indicates an active order; a red circle means the order is closed.

Can I undo a deletion of an order?

No. Deleted orders are permanently removed. Confirm carefully before deleting.

How can I view the details of an order?

Click the "Order Details" button next to any order to view full information.

What should I do if I encounter an error while using the system?

Contact your support team with a description and screenshot (if possible) of the issue.

Can I filter orders by multiple criteria at once?

Yes. All filters can be combined to refine the list according to your needs.

How does the page look like?

Employment Order Table Example