Close Assignment Assignment Ribbon > Single/Mass Field Update Group > Close |
Close Assignment allows you to record that an assignment is completed and closed. It may have ended on schedule or there may have been a problem and the company wanted to close the assignment earlier than expected. Multiple assignments can be selected in the Assignments Grid and mass closed all at once.
Due to the similar nature of some of the status changing activities, here is a run-down of when to use each activity:
Use Cancel when an assignment has not been filled (or has been filled but never started) AND the company tells you that they do not need it filled.
Use Unable to Fill when an assignment cannot be filled with your current resources, even though the company would like to have it filled.
Use Reopen Assignment to reopen a filled assignment because you filled it with the wrong employee.
Use Reactivate Assignment to reactivate an assignment that was closed accidentally AND there has been no gap in service.
Use Close Assignment if you are closing an assignment that has an employee current working on it.
Use Refill Assignment when you are refilling an assignment with another employee.
Use Extend Assignment when the company asks that you extend a current assignment past its original estimated end date.
In order to close an assignment, the assignment must be filled.
Closing an Assignment
In the Explanation field, use to select the reason for the activity. This field is REQUIRED.
In the Actual End Date field, use to select the date the assignment actually ended. This field defaults to today's date, but can be changed. For more information on using StaffSuite's calendar, click here. This field is REQUIRED.
In the Grade field, use to select a rating for the employee for this assignment. The options in the drop-list are user-defined and can be changed using StaffSuite's Edit List functionality.
In the Change Employee Status to field, use to select the status the employee will have once the assignment is closed. For more information about Employee Status, click here.
In the Notes field, enter any comments specific to this activity. Click the icon to expand the field in a re-sizable dialog where you can enter and view all your text and use spell checking. Click here for more information about the re-sizable dialog and spell checking.
Click OK to complete the activity.
Mass Complete Close Assignment
Multi-select assignments in the main grid, then select Close from the Assignment Ribbon.
You will be asked to verify your mass action.
Click on the Yes button and the Mass Complete - Record Close Assignment window opens. This window contains most of the same basic choices as the individual activity window with the addition of a field showing how many assignments are selected to close.
In the How Performed field, use to select the way this activity was performed.
In the Explanation field, use to select the reason for the activity. This field is REQUIRED.
In the Actual End Date field, use to select the date the assignment actually ended. This field defaults to today's date, but can be changed. For more information on using StaffSuite's calendar, click here. This field is REQUIRED.
In the Grade field, use to select a rating for the employee for this assignment. The options in the drop-list are user-defined and can be changed using StaffSuite's Edit List functionality.
In the Change Employee Status to field, use to select the status the employee will have once the assignment is closed. For more information about Employee Status, click here.
In the Notes field, enter any comments specific to this activity.
Click OK to complete the activity.
Click here for more information about Mass Activity Complete.
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