What is an Assignment Record?
An assignment record is the fulfillment of a job order for a customer. When a customer places an order for employees, it is the recruiters responsibility to create an assignment record for every employee intended to be placed on the order. This will help track placement history of each employee and create a timecard for this employee each week.
Need to create an assignment? Check out Beyond - How to Create an Assignment for more information.
Active assignment records are those records that persist each week that the employee works. After the employee has finished an assignment, that assignment should be ended.
Ended assignments are no longer considered active and will have an end date and status update to show they are completed. Check out Beyond - Mass Update Assignments for more information.
Active assignments are important records for your front office team as they provide job details specific to that employee. They also are important for your back office team as each week a time card will be populated in the system for every active assignment.
This article covers the following assignment information:
- Job Information
- Employee Contact Methods
- Other Contact Methods
- Other Information
Charms are located underneath the assignment header or to the right of the assignment header information. They can indicate quick information or give you more options.
- The status charm displays the current status of the assignment record. Green is active and grey is inactive.
- The onboarding charm allows you to quickly assign an HRCenter workflow or page to the employee assigned. Check out Beyond - Onboarding for more information.
- The task charm allows you to see and add any tasks linked to this particular assignment record. Check out Beyond - Tasks for more information.
- The bookmark charm allows you to save this record underneath the bookmarks section of the activity panel on the left or under the Beyond menu.
Under the details tab on the assignment record, there is a details card which will display basic information including the current status of this assignment.
The blue links will bring you to the related employee, customer, or job order record.
The assignment status (along with the end date) helps dictate whether the assignment is active or not. Any status other than "Open" typically means the assignment is done. Click on the status to change it. Keep in mind that in order to change the status, you may be required to complete other sets of information. Check out Beyond - Status Change Workflows for more information.
DNA stands for "Do Not Assign." Use the pencil icon in the upper right to change this option. If set to "Yes" the employee record will have an assignment restriction added to it. Check out Beyond - Assignment Restrictions for more information.
The Job Information card located under the details tab on an assignment record, shows the basic job information including shift, job title, and start/end dates.
If you fill this information out on the order record, when the assignment is created, this information will automatically be populated with the same information. Use the pencil icon in the upper right to edit any of the information.
The days of the week that are highlighted in blue show the days that the employee is expected to report for this assignment.
Employee contact methods card located on the assignment details displays any contact information that is saved on the employee's record.
The golden star indicates that contact method is the primary way to contact this employee
Update employee contact information from the visifile of the employee's record.
The other contact methods card on the assignment will show any additional primary contact information related to this assignment such as the supervisor's contact information.
Only primary contact information will display here. You can set a contact method as "primary" by navigating to the contact record and selecting edit on the contact information that should be used first:
Primary contact methods will have a golden star next to them.
When Amy is added to the contact roles section on the order record, it will automatically push Amy's primary contact information to the related assignments:
The financials card located on the assignment details page will display pay and bill rates for this particular assignment.
If financial information has been entered on the order record, the information will automatically be pushed to the assignment at the time the assignment is created. However, if this particular employee is being paid a slightly different rate, you can still edit the financial details here by selecting the pencil icon in the upper right.
Multiplier codes and worker comp codes available when editing depend on the defaults set up on the customer record. Check out Beyond - Customer Defaults for more information.
PO Numbers must first be set up on the customer record in order to track expiration dates or max amounts. Check out Beyond - How to Create & Manage Purchase Orders for more information.
Unit Bill & Unit Pay rates can be entered on the assignment if there are bonuses or additional non-hour related pay. For example, in a warehouse setting, employees might be paid by hour and by pieces assembled.
Payroll Notes will display in time entry for the payroll processor each week.
The other information card on the assignments detail page displays additional assignment information including who created the assignment and the date it was created.
If you are utilizing the Commission module, you can edit commission amounts on the assignment record in Beyond.
Select the + in the upper right to add a new allocation
Select the ellipses to the right of an allocation to edit it.
Viewing Assignment Information on the Employee Record
You can see a list of assignments an employee has worked on their visifile. You can click on any assignment to be brought to the assignment record.
- Green circle will indicate this is an active assignment
- Grey circle will indicate the assignment is inactive (canceled, ended, etc.)