Jobs and Services

Jobs and services provide an added level of structure by standardizing earnings information according to the job or service being fulfilled by your employee or contractor. This may be helpful when paying your workers. It's optional and depends on what's best for your organization.

Jobs apply to employees, and services apply to contractors.

Once a job or service has been created, you can select to apply it during the process of running employee payroll or paying a contractor.

For example, let's say you create a contractor service named "Senior Equipment Technician" and finish setting up the relevant information for it. Now, when you go to pay any contractor fulfilling this service, you can easily apply the same earnings attributes.

Other than the difference in terminology, and which worker type they apply to, jobs and services provide essentially the same function in Zeal.

Before You Begin

Have the following available:

• The 📄 Departmentsthe job should belong to, if you use departments to organize your company

• Wage information for the job (hourly rate, overtime rate, PTO rate, etc.)

• Billing information for the service (flat fee or rate-based amount)

• The customer account the service should bill back to, if applicable

• Any external ID or GL code your company uses to sync with accounting or timekeeping systems

Creating a Job

Step 1:

Open Jobs and Services From the left-hand menu, go to Organization > Jobs and services. This page has two tabs:

• Employee jobs - jobs assigned to W-2 employees

• Contractor services - services assigned to 1099 contractors

Each tab shows a table of existing records with Name, Description, Department, and Created at columns, along with a search bar to find a specific entry. Select + New job or service in the top right to create a new employee job or contractor service.

Step 2:

Create an Employee Job Choose New job from the dropdown to open the Job details panel.

Provide:

• Job name (required)

• Description

• Department

• External ID

Earning Components Set the default earnings related to this job. Select Add to configure each earning type employees in this job may receive. For each earning component, specify:

• Type - Hourly, Overtime, Doubletime, Vacation, Sick, PTO, or Holiday

• Wage - the pay rate for that earning type

• Bill Rate Type - Flat or Percentage

• Bill Rate - the flat dollar amount or percentage used to bill a customer for time worked under this job

You can add multiple earning components to the same job, for example an Hourly wage alongside a separate PTO rate. Select Create to save the job. You'll see a confirmation once the job has been created, and it will appear in the Employee jobs table.

Creating a Service

Step 1:

Choose New service from the dropdown to open the Service details panel.

Provide:

• Name (required)

• Description

• Rate type (required) - Flat Fee or Rate Based

Depending on the Rate type selected, additional fields appear:

• Flat Fee: enter a Default amount (required) and an optional Bill default amount

• Rate Based: select a Rate unit (required) - Hour, Project, or Piece - then enter a Rate default amount (required) and an optional Bill rate default amount

Also provide, if applicable:

• Customer account - links the service to the customer it should be billed back to

• External ID

• GL code

• Service category

Select Create to save the service. Name and Rate type (along with their related amount fields) are required - if either is missing, you'll see a "Failed to create service" message and need to fill in the missing field before trying again.

What's next

After Creating Jobs and Services Once a job or service is created, it becomes available to assign to people in your Workforce, so their pay and billing are calculated correctly during payroll and invoicing.