1. 💰 Markup Settings
System Role: Staffing Workspace Admin Users
Where to Access:
Left Menu > Companies > View All Companies > Select a Company > Settings > Staffing Settings > Markup
How to Add a Markup
Go to the Markup tab under Staffing Settings
Click the Add Markup button
Fill out the following fields:
📝 Fields Explained
Field | Description |
Name | Give your markup a logical name |
Type | Choose what the markup is based on (explained below 👇)
|
Rate (%) | Enter the markup percentage (e.g., |
📌 Example
If your client’s temporary staffing markup is 4%, enter 30 in the Rate field. This means: The client will be invoiced 40% on top of total payroll costs.
If it's a permanent placement, and the markup is 18%, the client will be billed 18% of the candidate's annual salary.
2. 💰 Billing Location & Overtime Settings
System Role: Staffing Workspace Admin Users
Where to Access:
Left Menu > Companies > View All Companies > Select a Company > Settings > Staffing Settings > Markup
This section allows you to add specific billing locations for a client and define time tracking rules (like break times and overtime policy) for each location.
Each billing location can have its own time and overtime policies—important for accurate payroll, compliance and accurate billing.
How to Add a Billing Location
Click the Add Billing Location button
Fill out all required fields as described below
Click Save to apply this to the client
📝 Fields Explained
Field | Description |
Name | Internal name to identify the location (e.g., “Warehouse Name”) |
Street Number | Building number of the location |
Street Name | Street address |
Unit/Apt No. (optional) | Suite, unit, or floor |
City | City where the billing location is based |
Zip Code / Postal Code | Full postal code for accurate time policy application |
Time Policy | Defines workweek and daily shift structures (once set, this cannot be changed) |
Overtime Calculation Policy ℹ️ | Choose how overtime should be calculated for this location
|
Unpaid Breaktime Duration ℹ️ | Enter unpaid break time in minutes (e.g., 30 means 30 min unpaid lunch) |
Paid Breaktime Duration ℹ️ | Enter paid break time in minutes (e.g., 15 means a 15 min paid break) |
⚠️ Time Policy is permanent: Once saved, you cannot change it for that location.
📌 Why It’s Important
Ensures accurate calculation of billable hours
Aligns with regional labor laws and contractual rules
Separates payroll and billing records by physical site
Once saved, markups apply automatically to billing and invoicing—based on the criteria selected.
3. 📇 Billing Contacts
System Role: Staffing Workspace Admin Users
Where to Access:
Left Menu > Companies > View All Companies > Select a Company > Settings > Staffing Settings > Billing Contacts
This section allows you to define who at the client organization should receive invoices and financial communications. You can also manage net terms and assign billing contacts per location.
💡 Setting up accurate billing contacts helps ensure invoices reach the right person—no delays, no confusion.
How to Add a Billing Contact
Click the Add Billing Contact button
A pop-up will appear where you can enter all the required information
Click Add to save the contact to the client's profile
📝 Fields Explained (in the pop-up)
Field | Description |
Full Name | First and last name of the billing contact |
Email Address | Contact's email (used for invoice delivery) |
Phone Number | Optional but recommended for follow-up |
Location | Select the relevant billing location (e.g., MOF [Oshawa]) |
Contact Type | Choose Primary or Secondary based on who should receive invoices |
Department | Mention the department this contact belongs to (e.g., Finance, Ops) |
Set Net Terms
Use the dropdown on the top right to select Net Terms (In Days) — this determines when invoices are due after issuance.
Example: Net 40 means payment is due 40 days from invoice date.
📌 Why It’s Important
✅ Invoices are sent to the right contact with no delay
✅ Assign different contacts to different locations if needed
✅ Helps support smooth accounts receivable and avoid missed payments
4. 🧾 Budgets & Cost Centers
System Role: Staffing Workspace Admin Users
Where to Access:
Left Menu > Companies > View All Companies > Select a Company > Settings > Staffing Settings > Budgets & Cost Centers
This section allows you to define and manage budgets allocated to different departments, projects, or roles within a client organization by setting up Cost Centers.
💡 Use this to track and control spending across various client segments like employees, locations, or job types.
How to Add a Cost Center
Click the Add Cost Center button
A form will pop up — fill out all required fields
Click Add to save the budget allocation
📝 Fields Explained
Field | Description |
Cost Center Name | Internal name for the cost center (e.g., “Ontario Q1 Field Ops”) |
Budget For | Select the budget target: Employees, Roles, or Projects |
Budget Period | Choose the period: Q1, Q2, Q3, Q4, or Full Year |
Year | Select the calendar year the budget applies to |
Budget Amount | Enter the dollar value for this cost center budget (e.g., $100,000) |
📌 Why It’s Important
✅ Helps clients control and monitor workforce spend
✅ Enables you to restrict hiring or time entry when budgets are exceeded
✅ Supports internal reporting and cost tracking by department, time period, or location
📊 Budget settings power automated alerts and spending caps within the platform.
5. 🧾 Taxes
System Role: Staffing Workspace Admin Users
Where to Access:
Left Menu > Companies > View All Companies > Select a Company > Settings > Staffing Settings > Taxes
The Taxes setting allows you to specify whether taxes should be applied to this client’s invoices. It’s a simple toggle—but a critical one.
⚠️ This is a one-time setting. Once configured, it should not be changed unless there is a legal or compliance update.
How to Apply or Exempt Taxes
Go to the Taxes tab under Staffing Settings
Use the toggle switch labeled Apply Taxes
Turn ON if the client should be charged applicable taxes
Turn OFF if the client is tax-exempt
Changes will automatically apply to invoicing for this client
📌 Why It’s Important
✅ Ensures invoices are compliant with regional tax laws
✅ Helps avoid incorrect billing or non-compliance penalties
✅ Simplifies finance team workflows by applying tax rules automatically
💡 You should confirm the client’s tax-exempt status and obtain documentation before disabling tax application.
6. 🧑🏭 Worker Classification Code
System Role: Staffing Workspace Admin Users
Where to Access:
Left Menu > Companies > View All Companies > Select a Company > Settings > Staffing Settings > Worker Classification Code
This section allows you to define worker classification codes for your client. These codes are used to properly categorize job roles based on risk level, insurance classification, and labor reporting.
💡 These are often required for compliance with workers’ compensation laws or client-specific audit/reporting requirements.
How to Add a Worker Classification Code
Click the Add Worker Classification Code button
Enter the classification code and its description
Save it to link the code to the client profile
What Are Classification Codes?
Classification codes are numeric or alphanumeric tags that define:
The type of work being done (e.g., warehouse, driver, admin)
Insurance rate categories
Government or industry classification systems (e.g., NAICS, WSIB)
📌 Why It’s Important
✅ Ensures accurate invoicing and insurance calculations
✅ Helps maintain regulatory and audit readiness
✅ Enables job-level and worker-level reporting and categorization
🔐 You can assign different codes to different roles, departments, or billing entities under the client.
Need help with any of the settings ? 💬 Reach out using the Jombone Support Messenger in your workspace.