Subcontractor PW Onboarding: Complete Checklist
Thank you for attending your DSPTCH onboarding call! This guide provides a clear overview of the steps you’ll need to complete to finish your onboarding with DSPTCH.
Table of Contents (these must be completed in chronological order):
Part 1: Create Users
Create Your Users (i.e. Employees)
Start by downloading the DSPTCH User Creation template here.
Complete the template for each User that needs to be added, then save the file as a .csv and send it to your DSPTCH Onboarding Specialist via email (or to onboarding@dsptch.work).
Your Onboarding Specialist will set up all required Users and notify you by email once the process is complete.
Part 2: Configure Time Settings
Create Your Pay Schedule(s)
Pay Schedules are the cadence of how often employees are paid for a particular time window.
DSPTCH Pay Schedules should match your Payroll System's Pay Schedules. Each User's Time Card corresponds to the duration of the Pay Schedule. Within the Time Card, Users record Time Entries.
For detailed instructions on how to create your Pay Schedule(s), please read our documentation here.
Create Your Time Codes
Time Codes are used to categorize your Workers Time Entries (e.g. "Standard Working Hours"). Time Codes need to be created in Time Settings before Workers can begin logging hours.
For detailed instructions on how to create your Time Code(s), please read our documentation here.
Create Your Per Diems (Optional)
A Per Diem is a daily stipend designated to cover expenses incurred by employees during business travel. In DSPTCH, per diems are captured as a line item on days with one or more submitted time entries. The amount of the allocated Per Diem and the type of Per Diem allocated to the day (if any at all), depends on logic set up at the company and job level. This logic will be addressed in this section.
Per Diems are not required for DSPTCH Timekeeping, but if created they will be included on all time exports.
For detailed instructions on how to create your Per Diem(s), please read our documentation here.
Create Your Custom Overtime Packages (Optional)
Custom Overtime Packages let you define overtime rules beyond the standard default. By default, DSPTCH automatically applies 1.5x pay for any hours worked beyond 40 in a week.
If your Company requires different rules (e.g. paying 2x for all hours worked after 12 in a single day in California) you can set them up using a Custom Overtime Package.
For detailed instructions on how to create Custom Overtime Packages, please read our documentation here.
Part 3: Job / Position / Wage Determination Set Up
Jobs are used to track a scope of work completed at your prime contractors larger Project. Job Cards are where you will be able to assign Workers, set their Hourly Rate (according to the proper Wage Determination), and track compliance at a glance.
This section will go over how to create a Job Card and set up the necessary details to complete it.
Create Job Card(s)
A Job Card is used to organize and track all work activities tied to a specific scope of work within a Project.
Each Job Card records the Site where the work is performed, key descriptive details about the Job, the Workers assigned to it, and all related compliance information.
For instructions on creating a Job Card, please read our documentation here.
Create a Wage Determination within the Job Card
A Wage Determination defines the required prevailing wage and fringe rate that must be paid to all Workers on a Job.
Wage Determinations are created at the Job Card level and can then be applied to all Positions within that Job. For example, you can set up a Wage Determination for Electricians in a given county and apply it to every Electrician assigned to the Job.
For instructions on creating a Job Card, please read our documentation here.
Create a Position within the Job Card and Assign Workers
A Position is how Workers are assigned to Jobs. A Position includes details such as the job function, applicable wage determination, hourly rate, per diem, and estimated work dates for the assignment.
When a Worker is added to a Position, much of this information can be automatically filled or inherited from the Worker’s profile. However, the Position object also allows for manual overrides, giving you flexibility to adjust assignment details as needed for the specific Job.
For instructions creating a Position, please read our documentation here.
Once all relevant Workers have been assigned to a Position on your Job, you are ready to move on to the next step of configuring your Time Uploads.