CTM WFP & Staffing Solution Implementation Form Date MM slash DD slash YYYY Client Name First Last CTM WFP & Staffing Solution Implementation InstructionsStep 1: Please complete all items on this form.Step 2: Send an electronic (.SVG format) file version of your Agency/Company logo.File UploadFile UploadMax. file size: 768 MB.Step 3: Create a list of Credentials. These should be any item you will need to track on an individual Temp (clinician) for either Agency employment or Client placement. Think about categories as well as individual credentials. Four categories (CPR Levels, Advanced Certifications, Medical, and HR) and Credentials indicated under each category will be included on your site. During training, you will be instructed on where additional items are added (if applicable). You can add categories, in addition to credentials. Creating a list may help you during the training session for setup.CPR LevelsAdvanced CertificationsMedicalHRMobile Competency TestsMobile Skills Checklist CTM Staffing Solution SettingsPay FrequencyPay FrequencyOnce a Week (52x)Once Every Two Weeks (26x)1st and 15th (24x)DailyBill FrequencyPay FrequencyOnce a Week (52x)Once Every Two Weeks (26x)1st and 15th (24x)DailyFirst Day of Pay Period First Day of Bill Period CertificationsCertificationsList each Certification/Discipline your Agency/Company staff (i.e. RN, LPN, Rad Tech, PT, Pharmacist, etc.). Certifications are reflective of types of workers being hired and placed into orders/jobs. It is recommended you abbreviate as much as possible. Please provide both the Full Name and applicable Abbreviation (limit 8 characters). Do not use hyphens.Full NameAbbreviation Add Remove SpecialtiesSpecialtiesList each Specialty/Department of your Agency/Company staff (i.e. ICU, Med Surg, ER, OR, etc.). Specialties are reflective of the skill set of the workers being hired and placed into orders/jobs. It is recommended you abbreviate as much as possible. Please provide both the Full Name and applicable Abbreviation (limit 8 characters). Do not use hyphens.Full NameAbbreviation Add Remove RegionsRegionsRegions segment the database into geographic or business lines for operational workflow and financial reporting purposes. Regions are Client defined such as an area, branch office, county, city, or state that you are staffing in. Please list the region(s) you would like defined in your Solution. Add Remove Administrative Users and Authorized ContactsAdministrative Users will have FULL RIGHTS and will set up additional users and permissions via the User Manager area in each Solution.Name Title PhoneEmail Requested Username Usernames must be at least 6 characters in length.Name Title PhoneEmail Requested Username Usernames must be at least 6 characters in length. Provide a list of Authorized Contacts who may contact our Support Team. The Support Team will confirm they are engaging with a designated Authorized Contact for security purposes.Authorized ContractsNameTitlePhoneEmail Add Remove CTM WFP & Staffing Solution Settings/ConfigurationDo you plan to use CTM Mobile Skills Checklists?Do you plan to use CTM Mobile Skills Checklists?YesNoDo you plan to use CTM Mobile Electronic Documents?Do you plan to use CTM Mobile Skills Checklists?YesNoDo you plan to use CTM Mobile Competency Tests?Do you plan to use CTM Mobile Skills Checklists?YesNoAgency/Company Website DateProposed/Planned “Go Live” Date MM slash DD slash YYYY EmailThis field is for validation purposes and should be left unchanged.
