Overview
The Worker Classification Code screen under Company Settings >> Staffing Settings allows staffing companies to set and manage classification codes for their workers based on their job roles.
This information is crucial for accurate payroll setup, invoice generation, and compliance with employment classification rules. Once set, these codes are automatically used when timesheet exports are generated — eliminating the need to update job-specific codes manually.
💼 Why This Page Is Important
Worker Classification Codes help staffing companies:
🟦 Assign standard employment codes for tax, insurance, and regulatory reporting.
🟦 Ensure consistent classification across multiple jobs and locations.
🟦 Pre-fill classification details in timesheet exports for payroll automation.
🟦 Improve data integrity during audits or government reporting.
🛠️ How It Helps
📧 When you email timesheets, the Worker Classification Code is now pulled from Company Settings instead of the job itself.
⚪ If no code is configured, the classification field will appear blank in the emailed Excel file.
📍 Navigation Steps
To access this feature:
Go to
Settingsfrom the top navigation bar.Click on
Company Settings.Under
Staffing Settings, select 🟦 Worker Classification Code.
➕ Add a Worker Classification Code
Click on the 🟦 "Add Worker Classification Code" button to open the creation form.
Fields and Validations
Field | Description | Validation Message |
Code | 🔹 Mandatory | 🔴 “Please enter a code” if blank |
Description | 🔹 Mandatory | 🔴 “Please enter a description” if blank |
✏️ Edit a Classification Code
If a code already exists:
Click the 🖉 Edit icon beside the entry.
The
CodeandDescriptionfields will be pre-filled with existing values.Update as needed and click 🟦 Save.
🧠 Key Tips & Points to Remember
💡 Helpful Tips:
🟦 Each code should be unique and clear (e.g.,
8810for office workers).🟦 Use descriptive labels to identify roles accurately.
🟦 Values appear in Sheet 3 (Employment Pay Rate Updates) of the emailed timesheet Excel.