Placements
The assignment. Everything downstream hangs off it — the timesheet, the invoice, the pay record, the margin and the compliance clock.
Where to find it
- Module: Talent & Contingent Workforce
- Group: Contingent Workforce
- Section: Assignments
- Screen: Placements
Address in the console: /ats/placements
List · 15 columns · 34 fields on its form · 3 of them required · 4 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Placement | Code | placement_no |
| Worker | Text | candidate_name |
| Client | Text | client_name |
| Role | Text | job_title |
| Class | Status | employment_classification |
| Started | Date | start_date |
| Ends | Date | end_date |
| Days left | Number | days_remaining |
| Bill | Amount | bill_rate |
| Pay | Amount | pay_rate |
| Gross % | Number | gross_margin_pct |
| Net % | Number | net_margin_pct |
| Hours | Number | hours_to_date |
| Blocked by | Number | blocking_compliance |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Worker required | Choice | Looked up from existing records | |
| Client required | Choice | Looked up from existing records | |
| Job order | Choice | Looked up from existing records | |
| Programme | Choice | Looked up from existing records | |
| Engagement type | Choice | Configuration list | |
| Worker classification | Choice | Configuration list | Decides how the worker is paid: W-2 joins a payroll run, 1099 and corp-to-corp become a payable. |
| Supplied by | Choice | Looked up from existing records | |
| Role title | Text | ||
| Starts required | Date | ||
| Ends | Date | ||
| Actually ended | Date | ||
| Status | Choice | Configuration list | |
| Currency | Choice | Configuration list | |
| Rate unit | Choice | hour, day, week, month, year, fixed | |
| Bill rate | Number | ||
| Pay rate | Number | ||
| Overtime bill rate | Number | ||
| Overtime pay rate | Number | ||
| Employer burden % | Number | ||
| Programme fee % | Number | ||
| Hours a week | Number | ||
| Annual salary | Number | ||
| Placement fee | Number | ||
| Fee % | Number | ||
| Guarantee (days) | Number | ||
| Work order | Choice | Looked up from existing records | |
| Client PO number | Text | ||
| Employee record | Choice | Looked up from existing records | |
| Recruiter | Choice | Looked up from existing records | |
| Account manager | Choice | Looked up from existing records | |
| Office | Choice | Looked up from existing records | |
| Cost center | Choice | Looked up from existing records | |
| Reference over there | Text | ||
| Notes | Long text |
What you can do here
Extend primary
Extend the assignment
Asks for: New end date* New bill rate New pay rate Reason
Convert to permanent
Convert this contractor to an employee
Asks for: Conversion date Annual salary Employee number Conversion fee
End assignment
End the assignment
Asks for: Last day Reason* Ran to its natural end End it even with unapproved timesheets
Raise checklist
Raise the compliance checklist
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.