Assignments
Learn how to manage assignments once a worker is submitted against a requisition. This includes statuses, worker details, documents, timesheets, rates, and all available actions.
By Austin1 author16 articles
- Worker documents and compliance on assignmentsHow right-to-work, competencies, SDS, SDC, KID, self-employment, custom documents, and lodge information are managed
- Understanding assignment statusesWhat each assignment status means and which actions are normally available
- Troubleshooting assignmentsCommon reasons assignment actions, tabs, fields, confirmation, amendments, or reinstatement may not work as expected
- Timesheets, expenses, and approvals on assignmentsHow assignment timesheet tabs work, including approval requests, bulk approval, rejected or cancelled records, expenses, and future timesheets
- Reviewing the assignments listHow to search, filter, export, customise columns, and open assignment records
- Reviewing the assignment detail pageWhat each assignment detail tab shows and when conditional tabs or actions appear
- Replacements and cloning assignmentsHow to clone assignments and request temporary or permanent replacements
- Rate reconciliation on an assignmentHow to raise a balancing invoice or credit note for invoiced timesheets when the pay rate used was wrong
- Assignments OverviewWhat assignments are, how they are created, and how they move through the workflow
- Exporting assignmentsHow assignment list exports and assignment PDF exports work
- Creating a direct assignmentHow to create an assignment without starting from a requisition
- Confirming a worker startFor hirers and agencies: how assignment confirmation works, including who can confirm, start date, competencies, required documents, WRA allowances, and timesheets
- Comments, activity, and sharing assignmentsHow assignment comments, audit history, sharing, worker notification, and PDF export work
- Cancelling, ending, and reinstating assignmentsHow assignment cancellation, end assignment, and reinstatement work, including requisition and amendment effects
- Amending assignment rates, shifts, pay type, and tradeHow assignment amendments work for rates, rate uplifts, enhanced uplifts, shift pattern, pay type, cost code, competency requirements, and trade
- Amending assignment dates and end date approvalsHow date amendments work, including start date changes, end date changes, bulk end date changes, pending approvals, and bypass rules