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.
Hard Stops
The following list of stops will prevent a recruiter from making an assignment:
Error Message | What it Means | How to Fix It | |
|---|---|---|---|
Customer has requested that this Employee not be assigned to them again. OR Employee has requested not to be assigned again at this customer. | If the customer or employee has requested DNA for this customer this error will be raised. To learn more about DNA see Core - Assignment Restrictions (DNA) |
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| Customer status (XXX) prevents assignment creation. | Error if the customer status is one that does not allow assignment creation including: "Hold for Credit Check", "Inactive", "Lost", "Prospect", and "Deleted/Mistakenly entered" |
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| Employee is not active. | The employee is not active (green light). |
To learn more about messages see Core - Logging Messages | |
| Employee status is unwashed, Please verify employee details and update washed status. | The washed status on the employee implies that this employee is not familiar (ex: unfamiliar & ReApply Applicant) |
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| The employees hire status is one that has a status that starts with DNA. Change the hire status to assign the employee. |
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Soft Stops
The following is a list of informational stops that can be approved by the Recruiter. It is recommended to consider updating or fixing the issue instead of just approving to ensure your records remain current and complete as possible.
Error Message | What it Means | How to Fix It |
|---|---|---|
| Employee I9 has not been received. | The I9 On File checkbox on the employee details is not checked. Make sure this employee has a valid I9. If you are utilizing HRCenter to have an employee fill out an I-9 see Enterprise Core - HRCenter Workflow. If you are uploading a copy of an I-9 to Enterprise check out Core - Employee Documents |
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| Employee I9 is expired. | This error comes up if the employee has a I9 Expire date on their details and it is prior to todays date. Review the employee's I9 they may need to fill out a new I9. |
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| Order status (XXXX) implies inactive. | You are trying to assign an employee to an order that has a status indicating that it is inactive, such as "Closed" or "Cancelled". Review the order status and update if needed. |
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| Employee is missing documents that are required on this order. | The employee is missing a record in the Required Documents menu for a document that has been set as required on the order. Review the employees documents to ensure you have everything you need for them. See Core - Required Documents to learn more about required documents | To see required docs for an order:
To add required docs to an employee:
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| Employee state (XX) does not match worksite state(XX) | This is a warning that the state of the employee address is different than the state that is on the worksite of the order you are assigning them to. Review the employee address and worksite address to make sure that they are both correct you want to put the employee to work in a state that is different than where they live | Employee Address is located under the details section of the employee record. The worksite is located on the details section of the order record. To learn more about worksites see Enterprise Core - Departments Vs. Worksites |