To create a new Assignment, navigate to the Assignment area via the grid menu.

Press CREATE

Complete the fields within the tab, and press SAVE to finalise

Assignment: Auto-populates – a unique Assignment ID will be assigned by the system
​Export Ref Number: Optional – enter in an internal reference number for reporting purposes
​Job Title: Optional – enter in the role of the person who the assignment is for
​Client: Mandatory – Select the client who the assignment is for from the drop-down options
​Purchase Order: Optional – select the created purchase order that is applicable for this assignment.
​Start Date: Mandatory – enter the assignment start date
​End Date: Mandatory – enter the assignment end date
​Location: Optional – select the client location (this should only be applicable if the client has multiple
locations, if the location is not in the drop-down box, this will need to be added via the Client record under the locations tab)
​Additional Details: Optional – enter any additional details that the Contractor may need to know about their assignment
​Contractor: Mandatory – select Contractor who the assignment is for from the drop-down box
​Supplier: Defaults – when a Contractor is selected the relevant supplier populates automatically
​Timesheet start date: Mandatory – enter in the date that the timesheet will commence for the assignment
​Start day: Optional – select the day that the timesheet is to commence for the assignment
​Timesheet frequency: Mandatory – select if the timesheet will be required to be submitted weekly or monthly
​Pay frequency: Mandatory – select if the Contractor is to be paid weekly or monthly

Complete the fields within the tab, and press SAVE to finalise

Rate Type: Mandatory – select the appropriate rate type
​Rate Units: Mandatory – select if the rate is a daily or hourly unit
​Pay Rate: Mandatory – enter in the amount that the Contractor will be paid
​Charge Rate: Mandatory – enter in the amount that the client will be charged
​Restrict for Contractor – users are able to hide the rate type from the Contractor, so when the Contractor logs into their portal they will only be able to see an empty box for them to enter in their hours/daily units – If you would like the rates to be restricted for the Contractor, tick this box
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Complete the fields within the tab, and press SAVE to finalise

Contractor timesheet settings – Mandatory – one option must be selected:
​E-Signature – selecting these options means that a Contractor can submit their timesheet through the online portal with no further evidence, they are simply pressing ‘OK’ when prompted that they agree the information they are submitting is correct
​Image Upload – a Contractor will not be able to submit a timesheet record on the portal unless there is an image attached, the image attached maybe a signed paper timesheet from the client

Timesheet settings – Mandatory – options must be completed:
​Client authorisation for timesheets – if this box is ticked, Contractors timesheets will be required to be approved by a Client User
​Timesheet Authoriser – select which client user will be responsible for approving the Contractor timesheets relevant to this assignment, you are able to stack multiple approvers if required
​Organisation approval required – if an Organisation User is required to approve a timesheet, tick this box.

Canceled Period – if a Contractor will be on leave for a full pay period, users have the ability to cancel the whole period for the Contractor so that they will not be required to submit any timesheet data for that period. This field is stackable, so if the Contractor requires multiple periods to be canceled this is possible.

Before inserting Commissions, the Consultants who will receive the commission must be set up as Organisation User, the Consultant does not need access to the system for this, but they will need to be set up in the system as a Consultant to allow commissions to be assigned. To add a Consultant, follow this process

If the organisation has Commissions to be paid, complete the fields within the tab and press SAVE to finalise. This tab can be left blank.
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Sales ledger code: Optional – enter in sales ledger code relevant to the assignment transactions if relevant, this code will be displayed in certain batch reports once timesheets have been billed/paid.
​Purchase ledger code: Optional – enter in purchase ledger code relevant to the assignment transactions if relevant, this code will be displayed in certain batch reports once timesheets have been billed/paid.

Consultant: Mandatory – select the consultant relevant to the assignment
​Split: Mandatory – enter in the commission percentage that the consultant will receive for the assignment
​Consultant label: Optional – enter in consultant label if applicable, this will display on commissions reports
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To add additional rows, click on the Black Plus symbol
To edit rows, make changes, and press SAVE
To remove rows, click the Rubbish Bin symbol