Step-by-step process:
Navigate to Activity > Jobs and select Create New Job.
Creating a new Job.
Fill in the Job’s details - we recommend using a short, but descriptive title. Many of our Clients use naming conventions which include information such as: subject, Student and/or Tutor first name(s), day of the week, time, etc. Descriptions include other details that you want Tutors, Students and Clients to all have access to - perhaps including special requirements for the Job.
Filling in a Job's details.
You can set up the Charge Type which allows you to set the default unit in which Lessons are charged. This can be per hour or per Lesson, but you can also decide whether to issue charges to each Student, or assign a general flat rate that would be split equally depending on how many Students have been assigned. Here you can also set the Default Charge and Tutor Rates for the Job.
Adjusting a Job's charge type.
In the 'More Settings' panel, you can set the Default Tutor Permissions, set the cap limit for the number of Lessons or hours within the job. To ensure that a Tutor and Student are added to the Job before it can be marked as completed, then enable the ‘Require Student’ and ‘Require Tutor’ checkboxes. Additionally, you have the option to add a fee per Lesson, set the Job inactivity time and specify the maximum number of Students that can be added to the Job.
The 'More Settings' panel.
In the 'Accounting Settings' tab, you can Apply a Sales Code for the Job, specify a Tax Setting, enable/disable Auto Invoice, and specify the default Tax Rates to be used on both your commission rate and the Tutor's pay rate.
The 'Accounting Settings' panel.
Clicking Save will create the new Job and redirect you to the Job’s summary page. What status the Job has will depend on the 'Default Job Status' you have enabled in System > Settings > People and Activity > Activity.
A newly-created Job.
Specify which Tutors will be teaching Lessons on the Job and which Students will be receiving them by adding Students and Tutors using the Add button on the summary page.
Adding Tutors and Students to a Job.
Schedule a Lesson on the Job via the Add New Lesson button found on the Lessons panel. Selecting this will open the ‘Create Lesson for Job’ page, wherein you can specify the Lesson’s start and end time, the Lesson’s topic, its location and which of the Students/Tutors assigned to the Job will be taking it. You can also give an outline of the Lesson’s requirements should you wish. Read more about Lessons here.
Scheduling a Lesson on a Job.
Optional step: Upload any relevant Documents to the Job (such as worksheets or homework assignments) alongside any Notes commenting on the Job or its assigned users that other Administrators need to be aware of.
Uploading Documents and Notes to a Job's summary page.
You can alternatively create Jobs from Tutor, Client and Student profiles by selecting the Add to/Create new Job button on the Jobs panel within their Activity tab. This will take you to the Add Job form and will automatically attach the Tutor/Student(s) to the Job.
Creating a Job from a Client's profile.
Note: Only Administrators can create Jobs.
Breakdown of a Job’s page:
An example of a Job’s page - in this case, the Job is Finished with all Lessons marked as complete.
Each Job page will contain:
The Job’s title and status - note that the Job’s status can be adjusted via Actions > Set Status.
The Summary tab - this contains the Job’s general information, including its default charge rate, Job description, which Students and Tutors are assigned to it, a record of past and future Lessons, a list of all Documents related to the job, and any Notes left by Administrators.
The Activity tab - containing an expanded Lesson list, alongside any Ad Hoc Charges associated with the Job, any active Tasks related to the Job, and an Activity Feed showing a record of all user actions associated with the Job.
The Matching tab - contains a record of any Job applications made to the Job, alongside a list of the Job’s required/desired skill level.
The Reviews tab - containing a list of the review feedback left by your Clients for any Tutors who have undertaken Lessons on this Job.
The Communications tab - a list of all outbound emails and SMS messages that relate to the Job.
A Job’s Activity tab.