--- title: "Adding Deal details" slug: "adding-job-dates-pay-to-an-invitation" tags: ["daily rate", "guarantee hours", "guaranteed hours"] updated: 2026-06-01T15:02:58Z published: 2026-06-01T15:02:58Z canonical: "help.wrapbook.com/adding-job-dates-pay-to-an-invitation" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.wrapbook.com/llms.txt > Use this file to discover all available pages before exploring further. # Adding Deal details ## Overview After adding the worker’s [Employment type & job title](https://help.wrapbook.com/docs/adding-employment-type-job)(s), you’ll need to add specific information about the worker’s deal. ## Deal name - Identifies the primary rate for the worker - Workers can have [multiple deals](/v1/docs/add-and-manage-worker-deals-on-a-project) within a project, with the first one being their defaul rate ## Start date - The worker's *Start date* determines when they can begin submitting timecards - Click to enter the worker’s *Start date* - Workers can only submit timecards for dates on or after that start date ## End date (optional) - The *End date* is the final day that can appear on a worker’s timecard - You can click to enter the worker’s *End date*, but it’s not required in order to invite a worker to a project - If you are unsure of the *End date*, you can leave this field blank ## Work locations - Under *Work locations*, click the checkboxes next to the project work locations where they’ll be working - This is required for all projects (both union and non-union) for tax calculations, minimum wage compliance, worker's compensation rules - To learn how to update a project’s work locations, see [Project settings - Payroll](/v1/docs/payroll-2-1#enter-work-location) ## Job In the *Job* section, click the fields to enter the required information about the worker’s rate(s). If the worker is classified as a loan-out, [click here to see how to enable invoice-based payments](/v1/docs/adding-job-dates-pay-to-an-invitation#loanout-workers). ### Affiliation - Use this dropdown menu to specify which union or guild the worker belongs to for this deal - The affiliation that you select will determine the information that you’ll be prompted to add #### **Union workers** When setting a deal for a union worker, the following information will be added *OCC & Job title* - Click the dropdown to select the job title - The *Job title* selected affects available wage rates *Schedule* - This information will auto-populate based on the *Job title* selected *Department* - A worker’s department determines which authorized company members need to review and approve a worker's payables - Depending on your company’s settings, you may be required to select a department that the worker will be under - To learn more, see [Company settings - About organizations](/v1/docs/about-organizations). *Pay* - The information that you’re prompted to enter will depend on the affiliation and job title that’s been selected - Options may include: - Choosing a *Negotiated rate* or *Scale rate* - *Rate name -* useful when you’ll be adding multiple rates for the deal - *Select a Work zone - Studio* or *Distant* - *Dollar amount per week* - *Hourly/Daily/Weekly dollar amounts* - *Hourly/Daily/Weekly hours guaranteed* - To add another rate to the deal, click the **+ Add another rate button** #### **Non-union workers** When setting a deal for a non-union worker, you’ll be prompted to add the following information: *Time calculations* - For more information see [Non-union time calculations](/v1/docs/non-union-time-calculations) *Job title* - You can select from the options in the dropdown menu or click *Manually enter a title* to enter a custom job title *Department* - A worker’s department determines which authorized company members need to review and approve a worker's payables - Depending on your company’s settings, you may be required to select a department that the worker will be under - To learn more, see [Company settings - About organizations](/v1/docs/about-organizations) *Pay* - After setting the *Time calculations*, you’ll be prompted to add information about the workers rates - *Rate name -* useful when you’ll be adding multiple rates for the deal - *Hourly amount/Daily amount* in dollars - *Daily hours guaranteed* - If there is no guaranteed amount, you can enter **0** for hourly-only pay - To add another rate to the deal, click the **+ Add another rate button** #### Loan-o**ut workers** If the worker is a non-union, non-employee (for example a loan out) you’ll have the option to choose either *Time based payments* or *Invoice based payments* - When *Time based payment* is chosen, the worker’s pay will be based on their timecard START and END time entries - When *Invoice based payment* is chosen, the worker’s pay will be based on their invoice submissions which they can add [using the instructions here](https://help.wrapbook.com/docs/about-allowances-expenses-workers#how-do-i-submit-an-invoice-to-get-paid-for-work-i’ve-done-on-a-production) ## Chart of account coding - When Wrapbook’s [Production Accounting Suite (PAS)](/v1/docs/about-production-accounting) is enabled for your company, you can pre-assign accounting/cost codes to a worker's pay items at the time of inviting them to a project - This removes the need for coding to be added during [timecard review](/v1/docs/timecard-and-payroll-approval-workflow-utc) - If you don't set it at invite time (or need to change it), you can update the account codes on the [worker's profile](/v1/docs/about-worker-profiles#overview) - Workers cannot see the coding details — it's only visible to [authorized](/v1/docs/roles-permissions) company team members ## Notes The *Notes* section of the invitation is where you can add information that is specific to the project worker’s deal. - The *Notes* section is **optional.** You don’t have to enter information in order to send the invite. - There’s a 250 character limit - The information entered into the *Notes* section of the project invitation will be visible: - On the [worker’s profile](/v1/docs/about-worker-profiles) - In the *Worker deal notes* [smart field](/v1/docs/onboarding-smart-fields) when added to [startwork](/v1/docs/about-startwork) ## Allowances - Under *Add allowance*, click the dropdown menu to select the [Allowance types](https://help.wrapbook.com/docs/worker-allowances-admin) that will be available for the worker to submit on their timecards - The information you’re prompted to add about an allowance depends on the type selected - For each allowance type you add, you’ll be able to include a custom message that will appear alongside the allowance on the project worker’s startwork ### Default codes for allowances - After selecting an allowance type, you’ll have the option to set default *Account codes* for it. This creates a one-to-one mapping of account codes per allowance type, per worker. These default codes are then automatically applied whenever a worker submits a payable of that type, eliminating the need for manual coding. - You can also *pre-assign codes for allowances* that aren’t a part of the worker’s deal. These codes will be automatically applied in cases where a worker submits an allowance outside of their deal (for example: mileage for travel) ### Allowance caps - For all allowance types, you’ll have the following options to set a cap on spending: - *Weekly cap* - Sets the max allowance dollar amount the worker should receive in a single week. Applies to all deals. Leave blank for no limit. - *Project cap* - Sets the total max allowance dollar amount for the entire project across all deals Legal document used to record employee's hours worked each week. A loan-out company is a corporate entity, typically an S Corporation or C Corporation, that "loans out" the services of an individual (usually an entertainment industry professional) to other companies. The individual is an employee of their loan-out company, which in turn contracts with production companies or other businesses. A registered corporation receiving payment for the services of an individual loaned to the production by that corporation. High wage earners generally operate through individual loan-out service companies. Documents filled out by workers at the beginning of the work, which contains specific, vital information needed to process payroll.