Before you start
Direct assignment creation is available from the Assignments page to hiring users with assignment creation permission and to agency users when the client allows it. Hiring company admins can set Create Assignment to Agency or Company under Agency Actions; Company Only keeps agency creation disabled. Use direct creation when the worker should be assigned without first creating or using a requisition. The client company and project must already be configured with the applicable rates and rules; the client does not need to sign in to create the assignment.
Overview details
Agency users select a connected client company that allows agency-created assignments, then a project from that company. The site, trade, worker, rate type, and pay type fields become available after selecting the client company. Their own agency is selected automatically. Hiring users select a project directly. The assignment uses the selected client's project rules and rates, and takes its region and sector names from the project. Hirers and agencies can display these values using the Region and Sector columns in their assignments list.
Select the site. If there is only one site, it may be selected automatically.
Select a work activity if your company uses work activities. A custom activity shift pattern requires a start time, end time, and break for every working day; the break can be zero. It uses its configured day or night default for the assignment and generated timesheets. When the activity has enhanced uplifts, its configured default shift type and the days included in its default shift pattern determine the assignment schedule. Uplift rules remain available independently for timesheet hours entered on other configured days.
Select the trade and worker. Hiring users also select the agency. If the worker does not have the selected trade on their profile, the form shows a warning; you can still create the assignment.
Enter the assignment date range. The saved assignment value shown to hirers and agencies includes scheduled working days from the start date through the end date, using the assignment's jurisdiction dates.
Select the rate type and pay type.
Select an umbrella company when the selected rate type requires it.
Select a user tag where your company uses assignment tags.
Fulfilment mode
Direct assignments created from this page and from assignment import use standard fulfilment mode.
Recorded approval for agency-created assignments
Agency users can choose No approval, Approved by me, or Approved offline when creating a direct assignment. Approved by me records the signed-in agency user. Approved offline requires the approver's name and accepts an optional email. The assignment records who entered the approval and when. This is a record supplied by the agency, not a Requidex approval workflow; it does not change the assignment status or require multi-stage approval.
A recorded approval appears in the assignment overview, PDF, and spreadsheet export. No approval leaves those details blank. Agency-created direct assignments have no requestor because they do not come from a requisition; the creation activity still records the agency user. Hiring-side direct assignments and requisition-based assignments keep their existing requestor and approver behaviour.
Rates and shift pattern
The form previews the rate that will be used for the selected project, trade, agency, rate type, and pay type. Creation uses the applicable project cost and markup overrides, falling back to company settings where inherited, together with the agency markup adjustment. The saved rates are available to the hirer and assigned agency. Hiring users with rate amendment permission can amend the rate before creating the assignment; agency users use the configured client rate. The Shift Pattern tab lets you review or edit the shift pattern before saving.
Create the assignment
Create Assignment is enabled when the required fields are valid and the required reference data has finished loading. The confirmation shows the selected rate and pay type, and shows the client for agency users or the agency for hiring users. The new assignment is created through the assignment create endpoint and appears in the assignments list.
Import direct assignments
Company admins can use Import Assignments from the Assignments page actions menu to download the template and upload up to 50 standard direct assignments at a time. Imported rows use the same assignment creation validation as the manual form, including project, agency, worker, trade, dates, rate type, pay type, agency-project association, and rate card checks. The downloaded template includes separate lookup sheets for projects, sites, candidates, agencies, users, trades, umbrellas, and tags, with names and full IDs that can be copied into the import rows. The candidates sheet also includes worker reference to help identify the right candidate.
Project, agency, worker, approver, requestor, trade, rate type, pay type, start date, and end date are required.
Project, agency, worker, approver, requestor, trade, site, umbrella, and tag values must be full IDs copied from the template lookup sheets.
Worker must be the candidate ID. Worker reference on the candidates sheet is for identification only, and worker reference and worker NIN are fetched from the matched candidate automatically.
Worker ID is optional and can be supplied separately for timesheet matching. Accommodation can also be supplied on each row. Sector and region are taken from the selected project automatically.
Imported assignments are created in standard fulfilment mode only.
Rows are processed independently and any failed rows are shown with row numbers after import.
For agencies: direct assignments for your workers
Agency users can create a direct assignment for one of their active workers when the client has enabled Create Assignment for agencies under Agency Actions. This is off by default for each client. Select an eligible connected client company and then one of its projects. Your own agency is fixed on the form. Hiring users can also create direct assignments naming an agency and worker.
A direct assignment that names your agency appears in your assignments list as a Pending assignment, marked as a direct assignment rather than coming from a requisition.
From there you manage it like any other placement — supplying documents, confirming the start where allowed, and tracking timesheets.
Review the details and confirm the assignment when your agency has confirmation permission and its required documents and other checks are complete. If the client uses the system, comments can be used to discuss incorrect details.