Guide to Assigning a Worker to a Requisition
1. Select the Requisition 0:12
Select the requisition you would like to assign a worker to.
2. Access Actions Menu 0:20
Navigate to the top right corner of the screen and select 'Actions'.
Click on the 'Assign to Worker' from the drop-down menu.
3. Assign Worker 0:28
Review the submission from the supplier/suppliers.
4. Review Worker Details 0:40
Check the worker's trades and availability.
Note any competencies that are not validated.
5. Confirm Worker Assignment 0:51
If satisfied with the worker's details, select the checkbox next to their name.
Click 'Submit' in the bottom right corner of the pop-up.
A new assignment has now been created, but still requires to be confirmed.
6. View New Assignment 1:04
Click on 'Assignments' in the left-hand navigation menu.
Confirm that a new assignment has been created with the worker's details.
7. Confirm Assignment Status 1:15
Note that the assignment status is currently pending.
8. Confirm Start Date 1:27
Select the assignment and go to the 'Actions' menu again in the top right corner.
Choose 'Confirm Start' from the drop-down.
9. Set Start Date and Timesheet Start Date 1:39
A pop-up will appear to confirm the worker's start date and timesheet start date.
By confirming this worker's start date, you confirm their arrival on site.
The timesheet start date determines when automated timesheets will begin to be created.
10. Save Confirmation 2:33
If all information is correct, click 'Save' in the bottom right corner.
The assignment will now moved to the confirmed stage.