Quartz Assignment Screen
Assignments are used to allocate jobs or placements to Contractors. They serve as the contractual agreement, outlining the payment rate to the Supplier and the charge rate to the Client. A Contractor must have an active Assignment in place in order to raise a timesheet.
Import will take users to the Import Assignment screen, where Assignments can be uploaded using a spreadsheet template.
Report allows you to create reports on 'open assignments' and 'assignment summary'
Create allows you to create a new assignment. For a guide on how to create an assignment press here:
Options to filter
Options to filter
Assignment number
Client
Contractor
Assignment Start Date - End Date
Location
Timesheet Frequency
Payment Frequency
Workflow Type
Last Created/ Updated in
Status
Pressing Clear Search will clear the current search parameters.
View the Assignment List
View the Assignment List
Assignment No: The Assignment reference number
Client: The Client relevant to the Assignment
Contractor: The Contractor relevant to the Assignment
Location: If relevant, the Location that the Assignment is for
Start Date: The commencement date of the Assignment
End Date: The finish date of the Assignment
Work Flow: Whether the timesheet is a E-sign or a image upload
Status: Active/Inactive Status of the Assignment
Actions menu
View the assignment
Edit the assignment
Change Status
Click Copy to create a new Assignment based on an existing one. You can update the dates and make any other necessary changes.
Timesheet history
Click Delete to remove an Assignment; only delete those with no related transactions and created in error.