Jobs can be edited by navigating to Activity > Jobs, selecting the Job, and then choosing Actions > Edit. This will open the 'Edit Job' page, wherein you can adjust the settings that were specified when creating the Job. Note that, when changing the Charge Type and the default charge rate, the charges on any planned Lessons will be charged only if they are using the Job’s default rate. Only Administrators can edit a Job.
The Edit Job page.
If you would like to adjust the default Location for a Job, you can do so via Activity > Jobs > select the Job > Actions > Set Default Location - this will open the Select Default Location panel, where you can specify either the Tutor or Student’s address (this information is pulled from their user profiles). If you’d like to use a new Location, you can create a new one via System > Settings > People and Activity > Locations.
Adding users to a Job
To add a Student to a Job, go to Activity > Jobs > select the Job and select Add on the ‘Students’ panel. This will open the ‘Add a Student’ panel, from where you can choose a Student either by selecting their name from the dropdown list or typing their (or their Client’s) name into the search bar. Tick the ‘Charge custom rate’ checkbox to override the Job charge rate for that Student, or the ‘Add Affiliate’ checkbox to attach an Affiliate. If Assigned Credit is enabled on your Branch, you can also choose to assign credit to be used from the balance of the Paying Client of the Student.
Further down the same panel, the ‘Charitable Donation’ section lets you choose an Ad Hoc Charge Category and an amount to be donated towards the Student, charged per complete unit (per Lesson if you are charging per Lesson, or per hour if you are charging hourly). The charge description will use the default description from the chosen Ad Hoc Charge Category.
Adding a Student to a Job.
To add a Tutor to a Job, go to Activity > Jobs > select the Job and select Add on the ‘Tutors’ section. This will open the ‘Tutors’ panel, from where you can choose a Tutor either by selecting their name from the dropdown list or typing their name into the search bar. You can also choose to pay a custom rate for that Tutor, and there is a dropdown menu titled ‘Tutor Permissions’ where you can specify the Tutor’s permissions for that Job.
Adding a Tutor to a Job.
Setting the charge/pay rate on a Job
Go to Activity > Jobs > select the Job > Actions > Edit, then adjust the Client’s charge rate/Tutor’s pay rate via the respective number fields.
Note: This will only affect planned Lessons. To adjust the charge/pay rate on Lessons that were scheduled for a time in the past, go to Activity > Calendar > select the Lesson, select the three dots icon next to the assigned user, and choose Edit Charge Rate or Edit Pay Rate. Read more here.
Adding Ad Hoc Charges to Jobs
Ad Hoc Charges can be used on Jobs to charge for extra fees or expenses. To add an Ad Hoc Charge to a Job, go to Activity > Jobs > select the Job > Activity and select the Add button within the ‘Ad Hoc Charges’ panel. This will open the ‘Add Ad Hoc Charge’ panel, from where you can fill in the Ad Hoc Charge’s information before clicking Add to submit.