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How to create a Job

Job setup overview

Step-by-Step Guide:

1. Navigate to the JOBS Section and select Jobs

2. You will be direct to the Search Jobs landing page.

Step-by-Step Guide to Creating a Job:

3. Initiate Job Creation: Click on the New Job button located in the top-right corner.

4. Enter Job Details: Fill in the following fields to define your job:

  • Job Description*: Enter a short description or the job name.
  • Client*: Select the client or use the search icon to find it.
  • Job Type*: Select the job type to classify revenue and determine available task types.
  • Product (Optional): Enter or select the product.
  • Campaign (Optional): Enter or select a campaign.
  • Office*: The default office is applied based on the client but can be changed if needed.
  • Department (Optional): Select or search for the relevant department.
  • Job Manager*: Auto-filled with client defaults but can be modified.
  • Production Manager: Assign a production manager.
  • Active: Check this box to keep the job active.

Alert: All required fields are marked with a red asterisk (*).

5. Configure Billing Settings:

  • Billable: Check this box to mark the job as billable.
  • Default Job Currency*: Auto-filled from client settings but can be updated.
  • Service Fee %*: Populates based on client data but can be changed for this job.
  • Supplier Invoice Mark-Up %*: the percentage markup for supplier invoices if applicable.
  • Pass FX Gains/Losses to Clients?: Check if foreign exchange gains or losses should be passed on to the client.

6. Input Client Information (Optional):

  • Client Order No.: Add a client order number if required.
  • Budget: Enter a budget for the job (optional but recommended).
  • Estimate Contact: Auto-filled from client settings; update if needed.
  • Invoice Contact: Auto-filled from client settings; update if needed.

7. Agency Defined Fields (Custom Labels):

Accountability provides the ability to create up to 5 custom fields, tailored to your agency's needs. These fields can be labeled according to your requirements to better manage and categorize job information.

8. Save the Job: Click the Save button in the top-right corner to save the job and finalize the job creation.

9. Job Number Generation: On the top-left corner of the screen, a unique job number will be automatically generated. This number is based on the client code and follows a chronological sequence to ensure easy tracking and identification.