Assignments are used to assign jobs or placements to Contractors. Effectively, it is your contract with them, as it details the payment rate to the Supplier, and the Charge rate to the Client. A timesheet cannot be raised for a Contractor if they do not have an active Assignment.
The Assignments area is accessed through the grid-menu.
Instructions
Navigate to the Assignment area, users will see the Manage Assignments area.
Each column of the Manage Assignments grid is able to be sorted and searched.
Pressing IMPORT will take Users to the Import Assignment screen, where Assignments can be imported from a spreadsheet template
Pressing EXPORT will export the current grid view to Excel, with details of each line within the assignment
Pressing CLEAR SEARCH will clear the current search parameters
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
Status: Active/Inactive Status of the Assignment
Actions Menu
View: View the Assignment
Edit: Edit the Assignment
Delete: Delete the Assignment - note that best practice is not to delete any assignment that has transactions relevant, only assignments that have been raised in error with no data attached should be deleted
Status: Active/Inactive Change the Status of an Assignment
History: View the history of an assignment - this will show the edit history of an Assignment
Copy: Copy the information of this assignment - a new Assignment will be generated and new dates can be added, and other amendments can be made to the Assignment.
Action Buttons
Reports: Press the REPORTS button.
Open Assignments: This report allows users to see which Assignments were Active on a particular date. Enter the date in the field, and press DOWNLOAD to export the results as an Excel spreadsheet.
Assignment Summary: This report will export all active assignment with a consultant into an Excel spreadsheet.