The Assignment section is used to add, catalog, and edit details regarding work assigned to employees.
Add an Assignment
Four tabs are available on the far-right of the main pane on the Assignment page - Basic Info, Schedule, More Info, and Pay/Bill History. Populate the fields in each tab according to the field definitions below.
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.|
|Performance||Refers to the employee's job performance while on assignment.|
|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.
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 theUser 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.
|Shift||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.|
|Arrival Call||Call when employee arrives for work.|
|Second Day Call||Call on the employee's second day on the assignment.|
|Weekly Call||Check-in call made once a week.|
|Ending Call||Call made when the assignment ends.|
Note: Selecting a check box in Calls will prompt the user to complete a New Message that can be sent to users and will be recorded in association with the assignment.
|Assignment Type||Indicates the type of assignment.|
|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.|
Any commentary regarding the assignment can be recorded here.
|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.|