Step 1. Create a new Project
- From your Company dashboard, click "Create Production".
Step 2. Complete Production Info
- On the Production Info screen, enter all the information for your project.
NOTE: Every time you create a new project in TiM, you will be prompted to complete the Production Info screen. The information entered here should pertain to this particular project, and will be pulled and pre populated onto all startwork packets.
By default, the name of your TiM Company Account will appear as the Production Company name. If a subsidiary company name should appear on startwork packets, simply change the default company name to the subsidiary.
Production Office Address:
This should be the address of your production's office, not the address of the production company.
For example: The production office address for "Star Wars: A New Hope" would not be the address for LucasFilm.
Startwork Point Person:
Payroll Company / Employer of Record:
If you're using Media Services, examples of Payroll Company names include: Forward Processing CA, Main Processing, NCI Processing Inc.
Payroll Coordinator or Paymaster Email Address:
Your Payroll Coordinator or Paymaster is the person provided by the Payroll Company who receives payroll-related startwork documents and processes your production's payroll.
Media Services clients are assigned two Payroll Coordinators who work as 'buddies' to ensure your startwork is processed in a timely manner. Make sure you enter both email addresses for your Payroll Coordinators into this field separated by a comma.
For example: firstname.lastname@example.org, email@example.com
These email addresses will be suggested to you when you send startwork documents to payroll.
Payroll Company Address:
This is the address of your Payroll Company (not the Production Office address, and not the Production Company address).
- At the bottom of the screen, click "Save".
Step 3. Decide what types of startwork you will need
- From your new project's dashboard, click "Startwork Templates". This will take you to the Startwork Type screen.
- Under the "Standard Packets" tab, you will see a list of the types of packets that can be auto-matched to employees.
- "Special Packets" are packets that include a unique set of forms. Special Packets must be manually shared with employees in order for employees to receive Special Packet documents.
Types of Standard Packets include:
- Union Loan-out
- Non-Union Loan-out
- Default Job Change Packet
NOTE: Standard Packets on the project level auto-match to employees based on the selections made within the "Crewmember/Startwork Type" area of the Employee Invite. You must insert the appropriate startwork in the corresponding Standard Packet type so employees receive the right startwork.
For example: If you insert Non-Union forms into the Union packet template, union employees will receive those Non-Union forms.
Step 4. Build your packets
- Click "Create" to build a packet type. This will take you to the Template Builder.
- At the top of the Template Builder, under “Packet Name”, you will see that your packet has already been named. You cannot custom name a Standard Packet.
- Move to area "1. Build Packet". From the first dropdown menu, choose the category "[Your Company] Packets".
STOP. If you do not see Company packets listed, contact your Company Admin or go to your Company Forms and build your packet there first! Once packets are built and published at the Company level, they are available for use at the Project level.
- From the second dropdown menu, choose the type of packet that matches this Standard packet name.
- Click "Insert". You will see the pages of a fully built packet populate in the builder area, with all tags and viewing permissions that were pre-set at the Company level.
If necessary, you may insert additional forms that pertain to this project only (we do not recommend this). Be certain you will only need to use these forms for this project because when you build forms at the Project level, they cannot be shared with other Projects and cannot be sent up to the Company level.
- Double check that all necessary forms, tags, permissions, fields, and signature fields are correct and accounted for in this packet before you publish it / make it available to employees.
- Click “Save and Test” at the top of the screen to save and preview your packet.
- Or, click “Save and Exit” at the top of the screen to save your packet and be sent back to the Startwork Type screen.
Step 5. Publish the Packets.
- On the Startwork Type screen, click the orange "Publish" button to make this packet available to be matched to employees.
You will know your packet is fully published when you see "Published" written in bold black letters.
NOTE: Packets that are not published will not be available to be distributed. If an employee is invited, but their packet is not published yet, they will see a note in their TiM account that reads “Your startwork is not ready to be filled out”. Once the packet is published, employees will receive a message that says “Your startwork is now ready to be filled out!”
Step 6. Set up the Rate Guide (optional)
- From your Project (or Company) dashboard, click "Rate Guide".
- Enter rate information for each type of employee you will hire.
If a Rate Guide is set up, as soon as a department and position is selected on the employee invite screen, a default rate and hire type will pre-fill. This is helpful if you would like to delegate the task of inviting employees to other people like Department Heads, for example.
Step 7. Invite employees!
- From your project dashboard, click "Crew Management".
- At the top of the screen, click the orange "Invite Crewmember" button. This will take you to the Employee Invite screen.
- Select or enter all the employment information for this employee.
For more detailed instructions on how to complete an Employee Invite, read: How to invite employees to complete startwork
- Click "Send Invite".
The employee will receive an email notification letting them know they have been invited to a production and their startwork is ready for them to complete!
You can track the status of employee invites and startwork from Crew Management.
If you have further questions, email: firstname.lastname@example.org