Standard Mapping – New Job Form
|
JobAdder - New Job Form |
Astute Payroll - Users > Employees > select employee > Active Job... |
|---|---|
|
Job Title |
Active Job > Workplace Details > Job Title |
|
Company |
Creates/matches to customer profile and adds to customer field for ‘Active Job > Job Details’ |
|
Workplace Address |
Creates primary workplace and name of job |
|
Job Owner |
Active Job > Management > Primary Recruiter |
Standard Mapping – Customers
The following are the default field mappings for Customers.
|
JobAdder - Customer Profile |
Astute Payroll - Users > Customers > Customer Profile... |
|---|---|
|
Company Name |
Matches with correct customer in Astute Payroll or creates a new Customer profile |
|
Main Contact |
Creates Additional Billing Contact |
|
Office |
Creates Workplace |
|
Address |
Street Address |
|
Town or Suburb |
Suburb/town |
|
State/Postcode |
State |
|
Country |
Does not push into Astute Payroll |
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Fax |
Phone |
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URL |
Does not push into Astute Payroll |
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Parent Company |
Does not push into Astute Payroll |
|
Update Terms |
Does not push into Astute Payroll |
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Account Owner |
Does not push into Astute Payroll |
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Recruiter |
Does not push into Astute Payroll |
|
Status |
Does not push into Astute Payroll |
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Rating |
Does not push into Astute Payroll |
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Location Skill |
Does not push into Astute Payroll |
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Consultants |
Does not push into Astute Payroll |
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Sector |
Does not push into Astute Payroll |
|
PSA Expiry Date |
Does not push into Astute Payroll |
|
Group Office |
Does not push into Astute Payroll |
|
Skills |
Does not push into Astute Payroll |
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No field in JobAdder |
Great Plains ID |
|
No field in JobAdder |
ABN |
|
No field in JobAdder |
Payroll Tax |
|
No field in JobAdder |
Tax Free |
|
No field in JobAdder |
Tax Code |
|
No field in JobAdder |
General Purchase Order # |
|
No field in JobAdder |
GL Income Account Code |
|
No field in JobAdder |
Expense Account Code |
|
No field in JobAdder |
Client-Specific Invoice Code |
|
No field in JobAdder |
Next Available Client Specific Invoice Number |
|
No field in JobAdder |
Client Specific Invoice Term Length |
|
No field in JobAdder |
Client Specific Item Code |
|
No field in JobAdder |
SAP Customer Code |
|
Pushes into Additional Billing Contact |
Default Billing Contact *JobAdder Billing Contacts create Additional Billing Groups in Astute, they do not create or update the default one |
|
Pushes into Additional Billing Contact |
Default Email Address |
|
Pushes into Additional Billing Contact |
Default CC Email Address(es) |
|
No field in JobAdder |
Compliance |
|
No field in JobAdder |
Sales Invoice Description |
|
No field in JobAdder |
Perm Placement Invoice Description |
|
No field in JobAdder |
Invoice Consolidation |
|
Multiple Entity Query |
Bill Through (Entity) |
|
No field in JobAdder |
Enable Expenses |
|
No field in JobAdder |
Award |
|
No field in JobAdder |
Customer |
Standard Mapping – Employees
The following are the default field mappings for employees
| JobAdder - Candidate Profile | Astute Payroll - Users > Employee > Employee Profile... | Notes |
|---|---|---|
| Personal Details | ||
|
First name |
First name |
|
|
Last name |
Last name |
|
|
Salutation |
No field in Astute |
|
|
No field in JobAdder |
Date of birth |
|
|
Email address |
Email address |
|
|
No field in JobAdder |
Email opt out |
|
|
Phone number |
Phone number |
|
|
Mobile phone number |
Mobile phone number |
|
|
Address |
Street Address |
|
|
Suburb |
Suburb |
|
|
Town |
Town |
|
|
Postcode |
Postcode |
|
|
Country |
Region - Country |
|
|
State |
Region - Region |
Shortcodes used for Australian States (eg NSW, QLD)
Same logic applies to NZ regions (eg AKL, WGN) *Note that 'Tasman' needs to be entered in full for NZ employees. Short code TAS assumes Tasmania.
|
|
Employment Details |
||
|
Payment type in placement form |
Pay type |
|
|
No field in JobAdder |
Pay Cycle |
Mandatory and will force all New employee records to stop in draft status. |
|
No field in JobAdder |
Employment eligibility |
|
|
JobAdder |
Visa details |
|
|
Compliance |
||
|
No field in JobAdder |
Compliance |
|
|
Tax and Super |
||
|
No field in JobAdder |
Tax file number |
|
|
No field in JobAdder |
Tax status |
|
|
No field in JobAdder |
Superannuation fund name |
|
|
No field in JobAdder |
Superfund member number |
|
|
Bank Account |
||
|
No field in JobAdder |
Bank Account (primary) |
|
|
No field in JobAdder |
Bank Account (secondary) |
|
|
System Access |
||
|
No field in JobAdder |
Username - created by Astute |
|
|
No field in JobAdder |
Password - created by Astute |
|
|
Emergency Details |
||
|
No field in JobAdder |
Emergency contact |
|
|
Payroll Admin |
||
|
No field in JobAdder |
Income account code |
|
|
No field in JobAdder |
Expense account code |
|
|
No field in JobAdder |
Payroll notes |
|
|
No field in JobAdder |
ADP ID |
|
Standard Mapping – Placements (Jobs)
The following are the default field mappings for Placements:
| JobAdder - Placement form | Astute Payroll - Users > Employees > Employee Profile/Active Job | Notes |
|---|---|---|
|
Candidate |
Matches with correct candidate in astute or creates a new profile. |
|
|
Job Reference |
Job Code in Active Job > Payroll Admin |
|
|
Job Title |
Job Title in Active Job > Workplace Details |
|
|
Contact |
Creates an additional Billing Contact in the Customer profile |
|
|
Placement Type |
Selects temporary/contract profile requiring timesheets or permanent just requiring invoice |
|
|
Payment Type |
Creates ABN or PAYG profile
NZ Options are PAYE and Contractor |
Must be selected. If nothing selected, will default to ABN |
|
Start date |
Creates Job Start date |
Defaults to 1.1.1970 if none selected. |
|
End date |
Creates Job End date |
|
|
Rate type |
Creates hourly or daily timesheet or permanent invoice |
|
|
Client rate |
Active Job > Job Details > Charge Rate |
|
|
Candidate rate |
Active Job > Job Details > Contractor Rate |
|
|
Oncosts |
Active Job > Job Details > Oncosts |
Can use dollar value or percentage in JobAdder. If dollar value entered, will convert to percentage in Astute |
|
Timesheets - Enable timesheet/invoice |
Pushes placement details to Astute |
Must be ticked for placement to push through |
|
Approver |
Pushes new profile to Customer > Users > Approver |
|
|
Applicant status |
When ‘placed - temp’ push will work. |
|
|
Job Status |
When ‘filled by us’ selected, push will work. |
|
|
Placement Status |
When ‘approved’ selected, push will work. |
|
|
Billing contact |
Billing Contact in Customer, selects on Job and inserts into invoice. |
|
|
PO Number |
Pushes into Job > Payroll Admin |
|
|
Invoice Number |
Does not push into Astute |
|
|
Payment Terms |
Does not push into Astute |
|
|
Due date |
Does not push into Astute |
|
|
Entity |
Pushes into Billing Entity on Job profile in Astute. |
|
|
Office |
Pushes to Workplace in Astute. If not selected it will use Head Office as default. |
Creates as Head Office if no other selected in JobAdder |
|
Award Query |
Shows drop down of available Awards created in Astute. |
|
|
Occupation Query |
Shows drop down the available Occupation Library strings created in Astute. |
|
|
Astute Rates Card |
Shows drop down of the available Rate Cards that have been created in Astute. |
Standard Mapping – Approvers
The following are the default field mappings for approvers.
| JobAdder Customer > Contact | Astute Payroll - Users > Approvers | Notes |
|---|---|---|
|
First name |
First name |
|
|
Surname |
Surname |
|
|
Email address |
Email address |
Standard Mapping – Recruiters
The following are the default field mappings for recruiters.
| JobAdder New Job Form | Astute Payroll - Users > Employees > select employee > Active Job | Notes |
|---|---|---|
|
Job Title |
Active Job > Workplace Details > Job Title |
|
|
Company |
Creates/matches to customer profile and adds to customer field for ‘Active Job - Job Details’ |
|
|
Workplace Address |
Creates primary workplace and name of job |
|
|
Job Owner |
Active Job > Management > Primary Recruiter |
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