Pools Reconciliation

The Pools Reconciliation screen displays transactions for employees belonging to staffing pools. This information can be used to track the organizations that utilize the staffing pool employees.

Transactions for external agency pools can be reconciled to track whether they have been invoiced or paid.

The pool records that satisfy the criteria options are displayed in a grid. Click on the expand arrow to the right of a record to open and view the details. Once a pool record is retrieved, the status of the record can be updated to Invoiced or Paid and a comment can be added.

The following related topics are available:

Searching for Pool Records

Reconciling Pool Records