Concept: Source Types
The
Source Type
field on Work Orders
determines how a candidate or worker is engaged. It helps define the process, fees, and system behavior related to a specific worker. You can edit the Source Type
field on Work Orders
only for these types:- Directed
- Payrolled
- Supplier Sourced
For all other
Source Types
such as Direct Hire
, Statement of Work
, and Worker Profile
, you can't change the work orders once you set them.Source Type | Description | Hire Type | Module | WO Field |
|---|---|---|---|---|
Directed | Candidates are pre-identified and directly placed with a vendor, rather than being sourced. | Contractor | Contingent Staffing | Editable |
Payrolled | Candidates are placed with Employer of Record (EOR) vendors. This Source Type is only used with the AOR/EOR Module. If you're using Contingent Staffing and hire a candidate through a vendor with the Contractor Payrolling/Employer of Record authorized service, the Source Type will be Supplier Sourced. If the client uses the Payrolled row of the Fee Profile to capture their payroll vendor's fees, they'll need to manually edit the Source Type on the Work Order from Supplier Sourced to Payrolled before the worker submits timesheets. | Contractor | AOR/EOR | Editable |
Supplier Sourced | A job goes through a sourcing process where vendors/suppliers apply their candidates. | Contractor | Contingent Staffing | Editable |
Direct Hire | The client intends to hire the candidate as a permanent, full-time employee. The MSP acts as a headhunter, and a fee is received for the candidate placement. | Direct Hire | Contingent Staffing | Can't be changed on the work order. |
Statement of Work | A work order is created for a candidate assigned to a Statement of Work. | Contractor | Statement of Work | Can't be changed on the work order. |
Worker Profile | A work order created without a job that doesn't require time, expense, or invoicing. | Contractor | Worker Profile Management | Can't be changed on the work order. |
To change the source type for existing work orders, you can:
- Edit the source type field directly on the work order.
- Use the bulk update for work orders.
You can't edit the
Source Type
if it's already set to Direct Hire
,Statement of Work
, or Worker Profile
on a Work Order.