To create a new Assignment, navigate to the Assignments area via the main menu. Press CREATE
Assignment Base Info Tab
Complete the fields within the tab, and press SAVE to finalise.
Assignment Number: 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
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)
Purchase Order: Optional – select the PO if applicable, meaning all timesheets raised under this assignment get automatically assigned to this PO,
Additional Details: Optional – enter any additional details that the Contractor may need to know about their assignment
Start Date: Mandatory – enter the assignment start date
End Date: Mandatory – enter the assignment end date
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
Timesheet frequency: Mandatory – select if the timesheet will be required to be submitted weekly or monthly
Payment frequency: Mandatory – select if the Contractor is to be paid weekly or monthly
Pay Charge Rate Info Tab
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: Optional – 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
Please Note: Rate Types are maintained within the organisation setup.