Overview
Placement edits are managed through "change requests" on the platform. Each change request requires approvals from relevant parties before the placement gets updated.
You'll find an overview of the change request approval process below. Here's a list of the changes you can make and their relevant approvers:
Change type | Approvals required from |
End date extension |
|
Shortening placement/Serving notice |
|
Charge rate (client rate) |
|
Pay rate (contractor rate) |
|
Additional rates |
|
Client payment terms | *Not through placement change request |
Contractor payment terms |
|
Client users |
|
PO numbers |
|
Client/Contractor notice period |
|
Contractor payment company |
|
Schedule user-defined fields |
|
Change Request Approval Process
To edit placement details, select "Temp Placements" or "Perm Placements" in the left hand navigation pane, then find and select the placement you wish to edit.
Based on the type of change you need to make, select "End Placement", "Edit/Extend Placement", or "Change Payment Company".
After providing details about the edits, click "Save" at the bottom of the form and confirm your request. You'll then see a status tracker that shows you whose approval is pending.
Depending on the type of change you've requested, the relevant client, contractor, or Raise users will be notified to review the change. After the request is approved (or rejected), you'll receive an email notification.
When a change request is pending approval, you cannot make another edit apart from adding or removing users from the placements.
However, you can cancel the existing request to edit the placement again.
Old content
You will need to create a change request for changes to:
End date (extensions only. To end a placement see here)
Rate changes (pay or charge, any additional rates)
Payment terms
New client users: Hiring Manager / Timesheet Approver / Invoice Contact
PO numbers
Payment terms
Notice periods
There are a few occasions where you will not be able to edit a placement:
If the placement is pending compliance approval
If the placement is already pending an existing change request
If the placement is pending client approval
Extending an end date
In order to extend the end date:
In the placement page, click 'Edit/Extend placement'
Scroll down to ‘Placement Details’
Click on the ‘End Date’ and edit to the desired end date.
Scroll to the bottom of the page and click Save
This change will need to be approved by both the hiring manager and the contractor.
To end a placement, please visit Ending a placement
Rate changes
In order to change the rate:
In the placement page, click 'Edit/Extend placement'
Scroll down to ‘Contractor Rates’
Click the plus (+) button on the ‘Contractor Rate’ and/or “Client Rate’ you wish to change
Input the new ‘Rate’ whilst giving an ‘Effective From’ date (the date that the rate becomes active)
Scroll to the bottom of the page and click Save
Contractor rate changes will need to be approved by the contractor
Client rate changes will need to be approved by the hiring manager
Adding a new client user: Hiring Manager / Timesheet Approver / Invoice Contact
In order to add or update a new user:
In the placement page, click 'Edit/Extend placement'
Click the ‘Add New’ button on the placement screen
Input the ‘First Name’, ‘Last Name’ and ‘Email’ and select the relevant role(s)
Once happy with the details of the new user, click Insert
This change will be active immediately and any new users will be sent a welcome email with their login details
Amending and adding a PO number?
In order to add or update a PO number:
In the placement page, click 'Edit/Extend placement'
Scroll down to the bottom and click ‘Add Purchase Order Number’
Click on the ‘Purchase Order Number’ text box and input the required PO number
Select the date the PO number is active from.
Click Save
There is no approval needed for this change.
If the PO number is being issued for backdated invoices, please contact support@raisetech.io who will reissue updated older invoices.
Changing payment terms
To change payment terms:
In the placement page, click 'Edit/Extend placement'
Scroll down to ‘Payment Terms’
Click on 'Client Payment Terms' and/or 'Contractor Payment Terms'
Using the drop down, select the desired change
Scroll to the bottom of the page and click Save
This change will need to be approved by the hiring manager.
Changing notice periods
To change the notice period:
In the placement page, click 'Edit/Extend placement'
Scroll down to ‘Notice Period’
Click on ‘Client’s’ and/or ‘Contractor’s’
Using the drop down, select the desired time period
Scroll to the bottom of the page and click Save
This change will need to be approved by both the hiring manager and the contractor.
Adding additional rates
To add an additional rate:
In the placement page, click 'Edit/Extend placement'
Scroll down to ‘Contractor Rates’
Click on ‘Add new additional rate’
Input the ‘rate name’, ‘unit type’, ‘contractor rate’, ‘client rate’, ‘standard units per week’ (estimate) and finally the ‘effective from date’
Scroll to the bottom of the page and click Save
This change will need to be approved by both the hiring manager and the contractor.
Any questions - jump on chat or pop us an email. We're here to help.