The Staffing Service Rep Grid is used two different ways in StaffSuite. It is used in System Administration to display search results for staffing service rep records that are maintained by the administrator. It is also used in Operations when an email needs to be sent to a staffing service rep and the user sending the email needs to pull that rep's email address from their record and include it in the email window. Click here for more information on sending email to a staffing service rep recipient.

You can take all the typical actions on the grid (print, export to Excel, zoom, clear filters and save layout). However, you can also perform a special action called Mass Add Permissions, which allows you to update roles, permission and branch access for multiple staffing service reps at the same time. See below for more details.

Selecting an entry on the grid brings that record into currency.

Click here for more information on working in grids.

NOTE: While the grid can display more records, it is optimized to display 1000 rows.

Click here to return to the Staffing Service Rep Look Up main topic page.

Mass Add Permissions

Using the Staffing Service Rep grid, you can change permissions for multiple reps at the same time.

1. Perform a Quick Staffing Service Rep Look Up to find the reps for which you want to update permission.

2. In the Staffing Service Rep grid, use CTRL-click and/or Shift-click to select the reps for which you want to update permission.

3. Right-click on one of the selected records and select Mass Add Permissions.

4. The Mass Add Permissions window displays. There are 5 distinct areas on the window: Roles, Other Permissions, Branches, Selected Branches and Detail. The Detail grid displays the staffing service you selected in the main grid.

   • Roles: Selecting Roles in this area will add the selected roles to the staffing service rep(s) listed in the Detail area. If a rep already has a role assigned to him/her, the role will not be removed (even if it is not selected in the Roles area). Therefore, Roles selected in this area are added to the selected staffing service reps. No existing role is removed from any staffing service rep.

   • Other Permissions: Selecting permissions in this area will add the selected permission to the staffing service rep(s) listed in the Detail area. Of a rep already has a permission assigned to him/her, the permission will not be removed (even if it is not selected in the Other Permissions area). Therefore, Permissions selected in this area are added to the selected staffing service reps. No existing permission is removed from any staffing service rep.

   • Branches/Selected Branches: The Branches box displays all existing branches. You can select a branch or multiple branches by clicking on the branch name. You can move selected branches to the Selected Branches box by using the > button. If you want to move all branches to the Selected Branches box, use the >> button. You can remove selected branches from the Selected Branches box by clicking the < button. You can remove all branches from the Selected Branches box by using the << button. Branches in the Selected Branches box will be added to the staffing service reps listed in the Detail area. Each branch will be assigned the same Title security as exists on the reps Home Branch. Therefore, if the rep has the security title "Coordinator" in his/her home branch, any new branch added through the Mass Add Permission workflow will be assigned the security title "Coordinator". If the rep already has access to a branch listed in the Selected Branches box, the security title assigned to that branch will be overridden by the security title of the Home Branch.

   • Detail: The Detail area lists the staffing service reps that will be impacted by the permission changes. You can use the Staffing Service Rep button to perform a new search which will populate the main grid. You can then select reps in the main grid (via CTRL-click or Shift-click) and click Retrieve to add the reps in the Main Grid to the Detail area. If you want to remove a rep from the Detail area, select the rep's row and click Delete.

5. Once you are satisfied with the reps displayed in the Detail area and the Roles, Permissions and Selected Branches in their respective areas, click the Update button. This adds the selected Roles, Permissions and Branches to the reps listed in the Detail area.

Example:

You have a staffing service rep set up with the following branch access, roles and permissions:

• Branch Access-Security Title: Atlanta - Coordinator. Buckhead - Recruiter. Atlanta is the home branch.

• Roles: Taken By. Service Rep.

• Other Permissions: National Account Manager. Online W-2 Override.

You perform the following Mass Add on the rep:

• Branch Access: Conyers, Buckhead, Macon

• Roles: Placed By. Recruited By. Taken By.

• Other Permissions: Access Mobile Web App. Allow Override of Pre-Hire Requirements. National Account Manager.

The staffing rep now has the following new branch access, roles and permissions.

• Branch Access-Security Title: Atlanta - Coordinator. Buckhead - Coordinator (security title is overridden to represent the home branch's title). Conyers - Coordinator. Macon - Coordinator.

• Roles: Taken By. Service Rep. Placed By. Recruited By.

• Other Permissions: National Account Manager. Online W-2 Override. Access Mobile Web App. Override of Pre-Hire Requirements.

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