Configure Work Order Defaults

From the header, select

More

Company Settings

.

Under

Jobs & Work Orders

, select

Work Order

.

Under

Onboarding

on the

Work Order Defaults

tab, consider:

Option	Description
Allow Contractors to be onboarded to multiple Work Orders	Enables contractors to have more than one active work order.
Recalculate Budget Labor Amount	When enabled, and if budgets are enabled, the budget for the work order recalculates to reflect any changes to due dates or payments.
Work Order Maximum Duration in Days	Controls the duration between the candidate's start and end date set on the offer and onboarding form. When enabled, enter the number of days.

Under

Modification

, consider:


Vendor Approval Fields	Select the fields that you want to require vendor approval when changed on the work order. VNDLY sends an approval request to the vendor anytime that you make a change to the specified field when updating a work order. Note: If the vendor is a vendor lite vendor, the approval is skipped.
Change Notification Fields	Select the fields that you want to trigger a notification to users when changed on a work order.
Vendor Work Order Mod Rejection Reason	Set how the Rejection Reason displays: List Free Form Both
Backdating Effective Date Tolerance in Weeks	Controls how far back an effective date can be selected when making bill rate changes that may impact existing timesheets. Example: If you enter 3 , users can select up to the first day in the workweek 3 weeks prior to the current week. If you enter 0 , VNDLY keeps existing effective date restrictions related to timesheet entries and the work order. Users need the necessary backdating permission for this setting to apply.
Allow Negative Budget Amounts	When enabled, budget amounts can be negative for work order updates.
Allow Work Type Profiles and Work Types to be effective dated/overridden	When enabled, work type profiles and work types can be managed from the Work Order Update screen. Users need the applicable permissions. See: Reference: Work Order Permissions. You cannot disabled this setting once overrides are being used. To see work type profiles and work types on offer releases, you must enable the Work Type Profile field to display in Job Application Settings .
Show the Resource manager field next to Organization Unit field	If enabled, the Resource Manager field displays if the Organization Unit field also displays when you modify a work order. This allows users to change the resource manager and organization unit at the same time when they update a work order.
Limit Length of Access to Work Order for Closed Approval Tasks	Number of days a user should have access to a work order after the approval task is closed, if the approval task is the only connection to the work order.
End Date Restriction	When enabled, the End Date field limits how far a future end date can be selected for updates, reopens, and bulk updates.
Date Restriction Type	Indicates the type of restriction: Submission Date : Current date based on when the change request is submitted. Existing End Date : Current work order end date.
Max Days to Extend (From Existing End Date)	Maximum number of days that can be extended from the current work order end date.
Display Additional Markups for Pay Rate Work Orders	When enabled, clients can enter values for Overtime and Double Time markup options in addition to the standard Markup option when creating or updating a pay rate-based work order. When disabled, the Overtime and Double Time markup options don’t display on work orders. Instead, Workday VNDLY uses the value for the standard Markup option for all markup calculations.

Under

End

, consider:

Option	Description
End Time of Day	Indicates the time the work order ends on the end date. For manual ending, this indicates the default time suggested in the end form. For automatic ending, where VNDLY requires the end time, this is the default time suggested on the offer and onboard form.
End Timezone	Time zone used by the End Time of Day field.
Work Order End Type	Select whether work orders should end manually or automatically. If you select Automatically End Work Orders , additional options and the Default End Reason field displays.
Default End Reason	You can keep the default selection or select another reason if your tenant has additional custom reasons. The selected reason displays on the work order to explain why the work order automatically ended.
Auto-End Grace Period (Days)	The number of days following the end date that the work order automatically ends.
Contractors can login after Work Order End	When enabled, contractors can sign in after the work order ends.
Show "Do Not Rehire" option on Work Order End Form	When enabled, users see the Do Not Rehire fields when ending a work order. Note: If this is disabled, those fields can be updated directly on the contractor profile.
Show Upcoming End Date in X Days	Displays a banner on the work order indicating the number of days that remain until a work order's end date, starting with the number of days entered. Example: If you enter 14 , the banner displays 14 days before the work order's end date. Entering 0 disables the banner.
Recalculate Budget Labor Amounts	When enabled, and if budgets are enabled, the budget for the work order recalculates to reflect changes to due dates or payments.

Under

Reopen

, consider:

Option	Description
Skip Vendor Approval for Reopen	Select to enable users to reopen a work order without a vendor approval.
Reopen with X days of Work Order End	Indicates the number of days after the work order moves to Ended status that you can reopen it. If you enter 0 days, ended work orders cannot be reopened.
Allow Negative Budget Amounts	When enabled, budget amounts can be negative when reopening a work order.

Under

Imports

, indicate if imports should

Update primary work orders only

.

Click

Save

.