Add Assignment allows you to enter basic assignment information in StaffSuite.

While the Assignment Wizard normally runs automatically after adding a temporary order using the Order Add Wizard, it can be run at any time to add an assignment to an existing order. Therefore, before running the Assignment Wizard, you must have an order in currency.

For more information on assignment, click here.

Using the Assignment Add Wizard

The Assignment Add Wizard takes you step-by-step through the information necessary to add an assignment to your database. It is easily navigated using the following buttons:

• Next: Takes you to the next screen in the Add Wizard. Note: The Next button only becomes active when you have completed all the required fields on the current screen. Use this button to walk forward through the Add Wizard.

• Back: Takes you to the previous screen in the Add Wizard. This is useful if you realize you made a mistake entering information during the Add Wizard.

• Cancel: Closes the Add Wizard WITHOUT adding a new assignment.

• Finish: Only available on the final screen (Assignment Verification) of the Add Wizard, this closes the Add Wizard and ADDS the new assignment to your database.

The Assignment Add Wizard Fields

NOTE: Before running the Assignment Add Wizard, you must have an active order in currency.

The Assignment Add Wizard contains the following fields (click the field name for detailed information):

1. On the Assignment Add Wizard window:

2. Order Verification

   Information from the Order in currency defaults into these fields and may not be changed.

   Company displays the company component that placed the order.

   Branch displays the staffing service branch that is primarily responsible for servicing the order and, therefore, the assignment.

   Order Number displays the order number (automatically assigned by the system when the order is created).

   In addition, the total number of assignment currently associated with the order is displayed.

3. Component Using

   Use to select the company component using the employee(s) who will fill the assignment(s). This defaults from the order, but can be changed.

   The list provided will only show company components associated with the ordering company.

4. Create x New Assignments

   Enter the number of new assignments you want to create. All of the new assignments will have the same characteristics like pay rate, bill rate, etc. (although this may be changed after the Add Wizard is complete).

   At the end of the Add Wizard, you will be given the option of creating more 'new' assignments with different characteristics.

5. Secondary Source

   The Secondary Source checkbox and field should ONLY be used if you want to associated this assignment to a SPECIFIC vendor.

   Typically, when you fill a normal assignment (one that is not associated with a specific vendor) with a secondary source employee, it becomes a secondary source assignment. This is how a secondary source assignment is created 95% of the time.

   However, there may be instances when you know that a specific vendor will be filling the assignment. If this is the case, place a check in the Secondary Source checkbox and use to look up the vendor (click here for information on using the Vendor Look Up wizard).

   NOTE: Only Vendors with a status of Active or None can be associated with an assignment.

   NOTE1: Only Vendors with a TIN entered in their record can be selected when filling an assignment.

   NOTE2: Once you associate a vendor to an assignment, you can only fill the assignment with a secondary source employee. However, it does not stop you from selecting an employee that is not associated with the selected assignment vendor. For example, if you associate Acme vendor with the assignment, you can still fill it with a secondary source employee associated with Beta vendor. If this is the case, you will be warned that the employee's vendor does not match the assignment's vendor.

2. On the General Assignment Information window:

3. Reporting To

   Use to select the company rep that the employee will report to for the assignment. This defaults from the order, but can be changed.

   This information is REQUIRED.

4. Working For

   Use to select the company rep that the employee will be working for on this assignment. This defaults from the order, but can be changed.

5. Make this assignment standard

   Indicates whether or not this will be a standard assignment. A standard assignment is a 'typical' assignment that can be duplicated easily. For example, if a company places the same type of order and assignment periodically, you can create a standard order and assignment that you can simply duplicate when the company places that type of order again.

   A check indicates that this will be a standard assignment.

   Clicking on the box toggles it between checked and unchecked.

6. Instructions

   If any special instructions for this order were entered on the Company Billing Information or Order Staff Instructions windows, those instructions will display here.

   This field is for informational purposes only and may not be edited.

3. On the Assignment Details window:

4. Job Title

   Enter a Job Title for the Assignment. The Title defaults when creating a record for WorldLink Assignment Publishing and CareerBuilder Assignment Publishing.

   This field is optional and allows up to 50 characters.

5. Job Description

   Gives a general description of the assignment. This defaults from information added when creating the order, but can be edited directly in this field.

   You can use the Notes icon (lower right of Job Description) to Open a larger Notes window with a spell checker.

6. Employment Type

   Use to select the type of assignment (e.g., contract, temporary, temp to full-time, etc.) you are adding. This information defaults to temporary, but can be edited (for example, this may be a temp-to-hire assignment).

   The options on the drop-list are user-defined and can be changed using StaffSuite's Edit List functionality.

7. Qualifications to Add

   Checking these boxes allows you to determine how much (or how little) qualifications you want to add concerning the assignment(s). You can add qualifications based on industry, occupation, and/or skill. For each qualification you select, the Add Wizard will walk you through entering that information.

   A check in the box indicates that you want to enter qualifications based on that item (industry, occupation, skill). Clicking in a box toggles it between checked and unchecked.

8. Instructions

   If any special instructions for this order were entered on the Company Billing Information or Order Staff Instructions windows, those instructions will display here.

   This field is for informational purposes only and may not be edited.

4. If you checked the Industry checkbox on the Assignment Details window, the Industries Required window displays. Click New to add industry qualifications. On the New Industry window, select the industry that will be part of the qualifications necessary for the assignment, the expertise level desired for this industry, and the level of importance that an employee have experience with this industry. For example, if the assignment requires a high level of accounting knowledge, you would select Accounting as the industry, High as the level, and Preferred as the Importance. Once you have selected an industry, click OK to add it to your Industries Required list (you can also click Apply to leave the New Industry window open allowing you to add more industries).

Once you click OK on the New Industry window, you will be taken back to the Industries Required window. You can click New to add another industry to your qualification list. Alternatively, you can select an industry and click Main to make it the main industry that will qualify a potential employee for the assignment, click Edit to edit level and importance information, or click Remove to delete the industry as a qualification for the assignment.

NOTE: The industry options are user-defined and can be changed using StaffSuite's Edit List functionality.

5. If you checked the Occupation checkbox on the Assignment Details window, the Occupations Required window displays. Click New to add occupation qualifications. On the New Occupation window, select the occupation that will be part of the qualifications necessary for the assignment, the expertise level desired for this occupation, and the level of importance that an employee have experience with this occupation. Once you have selected an occupation, click OK to add it to your Occupations Required list (you can also click Apply to leave the New Occupation window open allowing you to add more occupations).

Once you click OK on the New Occupation window, you will be taken back to the Occupations Required window. You can click New to add another occupation to your qualification list. Alternatively, you can select an occupation and click Main to make it the main occupation that will qualify a potential employee for the assignment, click Edit to edit level and importance information, or click Remove to delete the occupation as a qualification for the assignment.

NOTE: The occupation options are user-defined and can be changed using StaffSuite's Edit List functionality.

6. If you checked the Skill checkbox on the Assignment Details window, the Skills Required window displays. Click New to add skill qualifications. On the New Skill window, select the skill(s) that will be part of the qualifications necessary for the assignment, the expertise level desired for this skill, and the level of importance that an employee have experience with this skill. Once you have selected a skill (or skills), click OK to add it to your Skills Required list (you can also click Apply to leave the New Skill window open allowing you to add more skills).

Once you click OK on the New Skill window, you will be taken back to the Skills Required window. You can click New to add another skill to your qualification list. Alternatively, you can select a skill and click Main to make it the main skill that will qualify a potential employee for the assignment, click Edit to edit level and importance information, or click Remove to delete the skill as a qualification for the assignment.

NOTE: The skill options are user-defined and can be changed using StaffSuite's Edit List functionality.

7. On the Rate/Profit Information window:

8. Corporation

   Use to select the corporation that owns the assignment.

   NOTE: The drop-list shows all corporations that have been added through System Administration. Click here for more information about adding a Corporation.

   This information is REQUIRED.

9. Work Class

   Use to select the work class for this assignment.

   The options on the drop-list are user-defined and can be changed using StaffSuite's Edit List functionality.

   This information is REQUIRED.

10. Workers Comp

    Use to select the workers compensation code for this assignment.

    Workers Compensation Codes are added through System Administration. Click here for more details.

    This information is REQUIRED, unless this assignment is associated with a secondary sourcing vendor.

    The list is filtered to only show those codes that are active and valid for the corporation, branch and state.

11. Pay Rate

    Enter the pay rate for regular hours on this assignment. If the pay rate is $12.50, enter 12.50.

    If this is a secondary source assignment, the pay rate is the rate you will pay the vendor.

    Once a pay rate is entered, a bill rate is calculated based on the company's desired margin percent. If the company does not have a desired margin percent set up (from the Company Profit Measures window), then the system uses the Staffing Service Branch's Profit Measure information (and if there is no branch information, the system uses the Staffing Service's Profit Measure information).

12. Bill Rate

    Once a pay rate is entered, a bill rate is calculated based on the company's desired margin percent. If the company does not have a desired margin percent set up (from the Company Profit Measures window), then the system uses the Staffing Service Branch's Profit Measure information (and if there is no branch information, the system uses the Staffing Service's Profit Measure information).

    You may edit the bill rate directly in this field, if necessary.

13. Margin %

    The margin percent automatically calculates based on the pay and bill rates entered.

    The Margin % displayed could also be Margin $ or Markup % if that default was set up in the Staffing Services Defaults window in System Administration.

14. Negotiate Rates

    The Negotiate Rates button will help you calculate bill and pay rates for the assignment. It allows you to play various "what if" scenarios. For example, what would my margin be if I increased the bill rate 10 cents an hour?

    For more information on using the Negotiate Rates window, click here.

15. Vendor Employee Rate

    NOTE: This field only displays if the assignment is associated with a Secondary Source Vendor.

    This is the pay rate given by the Secondary Sourcing Vendor to the Secondary Sourcing Employee.

    This information is optional.

    This data is for informational purposes only. It is not used by StaffSuite for any calculation, but does display on certain screens in the system.

16. Instructions

    If any special instructions for this order were entered on the Company Billing Information or Order Staff Instructions windows, those instructions will display here.

    This field is for informational purposes only and may not be edited.

NOTE: The Company for which you are adding an assignment must have a tax location assigned in order to process payroll, so StaffSuite requires when you are adding the assignment. If there is none set in the Company Tax Information window, you will receive an error message at this point that will not allow you to proceed.

8. On the Assignment Work Schedule window:

5. Length of Assignment

   Use to select the date on which the assignment starts (Start Date) and the date on which you expect it to end (Est End Date). For more information on using StaffSuite's calendar, click here. This information is REQUIRED.

   Once you select a start and end date, the Estimated Days field automatically displays the total number of days for the assignment. This information is REQUIRED.

   Enter the approximate number of hours worked per week on the assignment in the Weekly Hrs field.

6. Hours of Assignment

   In the Start Time and End Time fields, enter a start and end time for the assignment. Start Time is REQUIRED.

   In the Shift field, use to select the shift that this assignment encompasses.

   Use the Further Details field to enter any additional information and notes concerning the assignment.

7. Days of Week

   Check the boxes corresponding to the days of the week on which work is required for this assignment. A check indicates that work will be done on that day.

   Clicking on a box toggles it between checked and unchecked.

   This information is REQUIRED.

8. Instructions

   If any special instructions for this order were entered on the Company Billing Information or Order Staff Instructions windows, those instructions will display here.

   This field is for informational purposes only and may not be edited.

Tip: If you add preferred hours and days of the week in this company's work schedule (Company/ Preferences/Work Schedule), those hours and days will default into this screen whenever you add assignments for the company. This saves time in assignment entry.

9. On the Assignment Verification window:

7. Main Qualifications

   The grid displays the industry, occupation, and/or skill that you marked as a main qualification for this assignment.

   If you find that you selected a wrong industry, occupation, and/or skill or simply forgot to select one, click the Back button to return to the Required Industries, Occupations, and/or Skills window and make your changes.

8. Create x assignments as defined above

   This field indicates the number of assignments that will be created when you complete the Add Wizard. This defaults from the number entered on the Add Wizard's first window, but you can change it here.

9. Add an additional New Assignment for this order

   Check this box if you want to add more assignments to the order, but you want the assignment to have different characteristics than the assignment(s) you are adding.

   If this box is checked, the number of assignments indicated in the field above will be created AND the Assignment Add Wizard will start anew allowing you to add different information for a new number of assignments.

   If this box is not checked, the number of assignments indicated in the field above will be created, but the Assignment Add Wizard will NOT start anew.

   Clicking in the box toggles it between checked and unchecked.

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