Beyond - Understanding Assignment Restrictions

What are Assignment Restrictions?

When you are ready to assign an employee to an order, the system will double check the employee record, customer defaults, and order information to make sure all the requirements have been met by this employee before they can be officially assigned. 

Assignment restrictions are separated into hard stops and soft stops:

  • Hard stops will prevent the recruiter from being able to make the assignment.
  • Soft stops are more informational warnings. These stops will pop up but can be approved by the recruiter to complete the assignment without having to change anything on the employee record.

Example of a soft stop being approved: 

Examples of Common Assignment Restrictions

Assignment restrictions can be customized in your system. Here are some common examples of assignment restrictions you might encounter. 

System-Wide Restrictions

System-Wide Restrictions are default restrictions that apply to all employees in your system. These can be customized for your system. 

Common examples of system restrictions:

  • Washed Status not set to 'Familiar'
  • Missing I-9
  • Employee Hire Status set to 'DNA'
  • Employee Activation Status set to 'Inactive'
  • ACA Hire Date not set
  • Custom Data field not set

These restrictions may be hard stops (cannot be bypassed) or soft stops (can be bypassed) depending on the system.

DNA Restrictions

DNA (or Do Not Assign) restrictions are case by case relationship restrictions. For example, James requests not to be sent back to your customer, Buy N Large. 

An assignment restriction can be set on the employee's record. Once this is done, the employee will not be able to be assigned to job orders for that customer unless the restriction is removed. 

This is always a hard stop and can not be bypassed when attempting to create the assignment.

To Create a DNA Restriction: 

Navigate to the assignment for the employee and customer in question. 

Select the 'Details' tab and locate the 'Details' card:

Select the Pencil button to edit

There will be 2 checkbox options for DNA: 

  • Customer DNA- This suggests the customer does not want the employee to return as a worker.
  • Employee DNA - This suggests the Employee does not want to return to work with the customer

*Note* Both fields may be selected mutually.

Now that this DNA has been established, an assignment restriction will flag the next time this employee is to be assigned. 

*Note* If the employee is not returning to the job, make sure to set the assignment status and select an end date for the assignment to officially close it. 

Interest Code Restrictions

Interest codes are used to tag records with key information for searching and reporting purposes. On the customer & order records, you can also set an interest code to required which means that the employee, when assigned to any order from that customer, will have to have the same interest code in order to be assigned.  For more information on creating Interest codes for customers: Beyond- Managing Customer Interest Codes

When creating any assignment for orders with interest codes, any interest code marked as required will display as a soft stop restriction for employees without the exact same interest code. The interest codes card is found on the details page for both the customer & order records. 

To overcome these restrictions, the user may add the relevant interest codes to the employee's record or approve the restriction by marking 'Approve All Assignment Restrictions' on the screen below:

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