So you have a new Project coming up! How exciting! 

What's great about TiM is that production has total control over creating and setting up their own Projects. Follow the instructions in this article to ensure you're set up for success!

As always feel free to Contact TiM Support if you need any assistance.

Please note, only Company Admins have the ability to create new Projects.

Pro Tip: Once a Project is created, any Project-level team member with Edit: Startwork Templates Permission can proceed to set up the Project, so Admins can feel free to delegate that larger task to Project-level team members.

How to create a new Project:

See detailed instructions for each step below.

1. Visit your Company Library to ensure your Templates are up-to-date.

2. Create Production.

3. Decide what types of Startwork you need for the new Project.

4. Build your Project-level Startwork Templates.

5. Finalize your Templates.

6. Set up the Rate Guide (optional)

7. Invite employees!

Step 1: Visit your Company Library to ensure your Templates are up-to-date. 

Please note, only Company Admins have access to the Company Library.

When you're getting ready to start a new Project in TiM, it's always a good idea to visit your Company Library to confirm that the Company Form and Company Packet Templates you need for this Project are ready to go! This makes your next step much easier!

• To access your Company Library, select "Company Account" from the header, then select the Company Account you're working with.
  
  
  
  
• From your Company dashboard, select "Company Library."
  
  

Check that your existing Company Forms and Company Packets are still up-to-date.

Company policies and hiring laws can change, which might affect the contents of your Startwork Templates. It's a good idea to check your forms and packets regularly to ensure that you are distributing the proper hiring paperwork.

• From Company Library, select "view" to preview a Template.

Select "Upload & Customize a PDF" to build any new forms you will need for this upcoming Project.

For detailed instructions, see: How to upload & build Company Forms

OR, Select "Create new version" to update any existing forms as necessary. 

For detailed instructions, see: How to edit a Startwork Template

Step 2: Create Production

Please note, only Company Admins have the ability to create new Projects.

Once you've confirmed that your Company Library is up-to-date, the next step is to create your Project.

• From your Company dashboard, select "Create Production." This will take you to New Production Info.
  
  
  
  

• Complete the information as prompted. Required information is marked with red asterisks. 

For more detailed instructions on how to complete Production Info, see: How to create a new Project

Step 3. Decide what types of Startwork you will need

Please note, any Project-level team member with Edit: Startwork Templates Permission can access Startwork Templates.

Once your Project is created, your next step is to pull the Company-level Templates (polished in Step 1) down to the Project level.

• From your Project dashboard, select "Startwork Templates."

• Within Startwork Templates, there are two tabs: Standard Packets and Special Packets. 

Standard Packets are intended to contain the set of Forms that the majority of new hires need to receive when joining this Project.

Special Packets are Templates that include a unique set of Forms, or a set of Forms different from those included in Standard Packets. 

For more info, see: What's the difference between a Standard Packet and a Special Packet?

Step 4. Build your Project-level Startwork Templates

Please note, any Project-level team member with Edit: Startwork Templates Permission can access Startwork Templates.

This step is easy-peasy if your Company-level packets have already been built within your Company Library (see Step 1), because then all you'll need to do is pull your Company-level Packets into your Project-level Startwork Templates!

• From Startwork Templates, locate the packet type you want to build and select "Create" to open the Builder.

• At the top left of the Builder, under "Template Name," you will see that your Packet has already been named. You cannot apply a custom name to a Project-level Standard Packet.

• Under "Insert Form(s)," select the category "[Your Company] Packets."

• From the second dropdown menu, choose the type of packet that you'd like to insert here.*

  • Remember: TiM will automatically match employees to the corresponding type of Standard Packet based on their Employment Details. Therefore, the forms inserted into each type of packet should be the forms particular to each type of hire. 

    • For example, a Union Loan-Out Packet will be auto-matched to employees whose Employment Details indicate that the employee is  Union and is being hired as a Loan-Out (pictured below).

      

* If you do not see the Company packets you need listed, TiM highly recommends that you go to your Company Library and build the packet at the company level first! 

• Click "Insert."

• You will see the pages of the Company Packet populate in the Builder.

• If necessary, insert additional forms from other categories. 

• Double check that all necessary forms, Export Tags, Viewing Permissions, Markups, Smart Fields, and Signature Fields are correct and accounted for in this packet before you finalize it (Step 5, below).

For more information, see: Building Startwork Templates: The Ultimate Guide

• Click “Save and Test” to save and preview your packet and its logic.

• Click “Save and Exit” to save your packet and return to Startwork Templates.

Step 5. Finalize your Templates

• Once back at Startwork Templates, click "Distribute" (for Standard Packets) or "Publish" (for Special Packets) to finalize each Packet and make the Packet available to be matched to employees.

You will know your packet is finalized because the Packet will be highlighted in blue instead of orange.

Pro Tip: Packets that are not finalized will not be available to auto-match to employees. If an employee is invited, but their Packet type is not finalized yet, they will see a note in their TiM Account that reads “Your Startwork packet type has not been built or published yet”, and in Crew Management you will see "No Packet Assigned!" Once the packet is finalized, employees will receive an email notification that says “Your Startwork is now ready to be completed!” and you will see the name of the packet appear in Crew Management.

Step 6. Set up the Rate Guide (optional)

Please note, anyone with Edit: Rate Guide/Acct. Codes Permission can access the Rate Guide.

If a Rate Guide is set up, as soon as a Department and Job Description is selected in an Invite, a default rate and hire type will auto-fill. This is helpful if you would like to delegate the task of inviting employees to other people like Department Heads, for example, or just to streamline your process as you send out Invites.

• To access your Rate Guide, from your Project dashboard, select "Rate Guide."

• Enter rate/employment information for each Job Description you will hire.

• Click "Save Changes."

For more information, see: Setting up your Rate Guide

Step 5. Invite employees!  

Please note, anyone with Invite/Manage (Whole Crew or Department Only) Permission can send Invites.

Once all of your Project-level Startwork Templates are finalized, you're ready to begin onboarding your employees!

• To invite employees, from your Project dashboard, select "Crew Management."

• At the top of the screen, select "Invite Crewmember." 

• Select or enter all the Employment Details for this employee.

• Click "Send Invite."

For more detailed instructions, see: How to invite employees to complete Startwork

To see the steps an employee takes to submit Startwork in TiM, see: How to complete & submit Startwork in TIM

Pro Tips:

• You can track the status of Employee Invites and Startwork from Crew Management.

• You can approve Startwork and send Startwork to payroll from the Approval Pipeline.

Read Next: How to Invite Employees to complete Startwork in TiM