Close Assignment

Assignment Ribbon > Single/Mass Field Update Group > Close

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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:

In order to close an assignment, the assignment must be filled.

Closing an Assignment

  1. In the Explanation field, use to select the reason for the activity. This field is REQUIRED.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. Click OK to complete the activity.

Mass Complete Close Assignment

  1. Multi-select assignments in the main grid, then select Close from the Assignment Ribbon.

  2. You will be asked to verify your mass action.

  1. 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.

  1. In the How Performed field, use to select the way this activity was performed.

  2. In the Explanation field, use to select the reason for the activity. This field is REQUIRED.

  3. 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.

  4. 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.

  5. 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.

  6. In the Notes field, enter any comments specific to this activity.

  7. Click OK to complete the activity.

Click here for more information about Mass Activity Complete.

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