The Front Office > Assignment > Detail page displays an in-depth view of an order assignment that has been associated with an employee.
A new assignment is created through the Order application.
Basic Info Tab
Basic Info Tab
|Employee||The employee assigned to the order. Clicking the Jump To button on the far-right of the field navigates you to the employee's profile in the Employee section.|
|Customer||Name of the current customer for the order. Clicking the Jump To button on the far-right of the field will navigate you to the Summary item of the Customer section.|
|Department||The name of the customer's department to which the employee has been assigned.|
|Job Title||Title of the assignment's position.|
|Wc Code||Workers Compensation code.|
|Order ID||Identification number for the order to which the assignment is attached. Clicking the Jump To button on the far-right of the field navigates you to the Order section.|
|Assignment ID||Identification number for the assignment. Clicking the Jump To button on the far-right of the field navigates you to the Assignment section.|
|Branch||The supplier branch that is associated with the assignment.|
A drop-down menu featuring performance codes that can be attributed to an employee on the assignment. The ConfigChoice property GenerateTransaction dictates whether the assignment will generate transactions in the Time Entry section of Back Office. For example, if a performance code has a ConfigChoice property setting of "True" in the GenerateTransaction column, the assignment will be included in Time Entry, etc.
While additional performance codes can be added via Admin Tools > ConfigChoice > Add New > Category = AssignmentPerformance_Temp, the Avionté application initially features a standard set of codes including "Completed," "Excellent," and "Fair."
|Start Date/End Date||Displays the date that the employee began the assignment under the Start Date column, as well as the date the assignment concluded under the End Date column.|
|End Reason||A drop-down menu offering options to explain why the employee's assignment at the customer ended.|
- Select the type of rate from the drop-down menu in the bottom-most cell of the Type column.
- Enter the rate of pay into the Pay column.
- Enter the bill rate into the Bill column.
Overtime (OT) Plans
CLASSIC has the ability to add an OT Plan (other than Federal) at the Assignment level. This enables additional synchronization between the front and back office, regarding where OT plans are set.
The sync that comes across will handle OT plans in addition to the federal one.
When creating a New Assignment, the OT Plan is displayed in the Other Info section. A selection will automatically be pulled from the order, but this can be changed through the OT Plan dropdown list within the New Assignment window.
When running Time Entry, the OT Plan used in the Assignment will be pulled in (Card View).
The OT Plan is also available as a column in the Assignment search. Search results for Assignments will have the OT Plan included.
The OT Plan is also available in Quick Place, if that is used. Users have the ability to make Assignments using Quick Place. Again, OT Plan is available in the New Assignment window via a dropdown. It is also available in the Repeat Assignment window.
The OT Plan is also available in the web portals, for clients that use time entry there. This does not apply to Group Time, since Group Time processes on an Order level instead of an Assignment level.
The User group grid displays the roles for the assignment as well as the user attached to them. New roles and users can be added to the grid by:
- Select a user type for the bottom-most cell of the User Type column.
- Select the user that matches that type from the adjacent cell of the User column.
The Navigation group allows you to cycle between the assignments attached to the customer by clicking on the arrows in the group.
The cells of the Pay and Bill can be updated to reflect changes to those rates by clicking on the desired cell and making alterations to the generated data.
The assignments to which the Employee is currently assigned will be marked as "IsActive".
The More Info tab of the Assignment records shift and messaging information for the assignment.
Select or enter the name of the shift to be worked on this assignment.
The adjacent fields are used to enter the start and end time of the daily shift and the days that shift is active can be selected below that.
Placing a check mark in a box will prompt a message reminder and associate the assignment with the corresponding counters (Arrival Call, Second Day Call, Weekly Call, and Ending Call.)
When the message is completed, it will be associated to the user's Second Day Counter providing a reminder to call the Site Manager Dan and ask how it's going after Anthony's first day.
|Assignment Type||A value describing the assignment in the staffing agency's terms. The value is selected when the assignment is created in Order > Actions > Assign New.|
|Split Plan||A drop-down menu of options indicating the type of split plan (transaction revenue shared between staffing agency branches) for the assignment.|
|Agency||Designates the agency supplying the employee.|
|W2||Indicates if a W2 is required.|
Some states, including Minnesota and Washington, require that paychecks designate the type/frequency of pay associated to the check.
Select from options such as "commission" or "salary" to designate the type of pay displayed on the paycheck associated to the assignment.
|Notes||A free-text field used to record assignment-related messages. The text only displays in this area.|
|Bill Rate||The rate which the customer is being billed.|
|Bill Unit||Total number of hours being billed.|
|Item Bill||Total amount being billed to the customer.|
|Item Pay||Total pay for this assignment for this pay period.|
|Name||The name of the type of hours being recorded.|
|Pay Rate||The rate at which the employee is being paid.|
|Pay Unit||Total number of hours being paid out.|
|WeekWorked||The date that the work week ended for the pay period.|
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