Skip to main content

​
Purpose

The purpose of this quick reference guide is to step through the process of a Perm Assignment record. The intended audience for this document is System Administrators / Standard Users. This record type of Assignment holds the general information, Role details, Remuneration Information, Invoiceable Perm Fee, and Invoice Settings for an Employee’s placement with a client, that is charged to the client.

​
Steps

​
Create a new Assignment record - Perm

Create an Assignment record by following the below steps:
  1. Go to the Assignments tab. (See Figure 1)
  2. Click the New button.
Screenshot from QRG Create an Assignment - Perm
  1. Select the Perm record type from the picklist options. (See Figure 2)
  2. Click the Next button.
Screenshot from QRG Create an Assignment - Perm
  1. Follow this step in the sequence given below:
    1. Populate the following required fields to provide the base details of the Assignment: (See Figure 3)
      1. Assignment Name
      2. Client
      3. Client Hiring Manager
      4. Employee
      5. Assignment Start Date
      6. Payment Entity
    2. Populate the following optional fields as needed: (See Figure 3)
      1. To apply a Purchase Order Number to this Assignment, populate the Purchase Order Number field.
      2. To prevent the Status of the Assignment record from being automatically updated by the Automatic Status Update scheduled job, tick the Exclude From Auto Update checkbox.
Screenshot from QRG Create an Assignment - Perm
The Status of the Assignment record will be automatically updated upon saving the record based on the Start Date.
  1. Populate the following required fields to provide the base details of the Assignment: (See Figure 4)
    1. Base Salary
    2. Base Salary Superannable?
  2. Populate the following optional fields as needed: (See Figure 4)
    1. To allocate allowances for car and phone to the Employee, populate the Car Allowance and Phone Allowance fields.
    2. If Car Allowance and Phone Allowance are allocated and these Allowances incur Superannuation, populate the Car Allowance Superannable? and Phone Allowance Superannable? fields with Yes, otherwise populate as No.
    3. If the Employee will receive any custom salary components when placed in the Assignment, populate the Custom Package Component 1, Custom Package Component 2 and Custom Package Component 3 fields. (See Figure 4) These fields can be relabelled and help text updated to cater for common salary component types within the Org. If these salary components will incur Superannuation, populate the Custom Package Component 1 Superannable?, Custom Package Component 2 Superannable? and Custom Package Component 3 Superannable? fields with Yes, otherwise populate as No.
    4. For any additional salary components, populate the fields Other Superannable Components, Other Superannable Component Description, Other Non-Superannable Components and Other Non-Superannable Components Desc fields. (See Figure 4)
    5. If any of the above salary components are superannable, populate superannuation rate in the Package Superannuation Rate field.
Screenshot from QRG Create an Assignment - Perm
  1. Populate the following required fields to provide the base details of the Assignment: (See Figure 5)
    1. Perm Fee Based On
    2. Invoice Schedule
    3. Invoice To Account
    4. Invoice To Contact
    5. Invoice Tax ID
    6. Invoice Taxable
  2. Populate the following optional fields as needed: (See Figure 5)
    1. If the Perm Fee is a flat amount, populate the amount in the Perm Flat Fee Amount field.
    2. Alternatively, if the Perm Fee is a percentage of the total salary, populate the percentage in the Perm Invoice Rate field.
    3. To define additional email addresses to receive the invoice, populate the Invoice Email CC field.
  3. The Total Perm Fee Schedule should not be populated as it gets auto-populated once the Invoiceable Fee is created.
  4. Click on the Save button.
Screenshot from QRG Create an Assignment - Perm
  1. A new Perm Assignment record has been created. (See Figure 6)
Screenshot from QRG Create an Assignment - Perm
Assignment records CANNOT be deleted if they have related records or are used in other records. Deleting records is not recommended unless absolutely essential.
Users have the ability to relabel the various Custom Package Component fields and update the help text to cater for common salary component types within the Org. If not required, they can also be removed from the Page Layout. Contact your System Administrator or 2c9 Support if you require additional assistance to do this.
  1. To modify an existing Assignment record, open the required record and select the Edit button available on the top right side of the page. You can also double click in any of the fields that need editing or just click on the pencil icon that appears within fields when you move your cursor over the field.
  2. When complete, click on the Save button.

​
Field Descriptions

Assignment Name is the name of the role of this Assignment. Assignment Start Date is the Commencement Date of the Assignment. Base Salary Defines the Base Salary the Employee will receive when placed in the Assignment. Base Salary Superannable? indicates if the Base Salary will attract Superannuation as part of the Salary Package. Car Allowance Defines any Car Allowance the Employee will receive relating to this Assignment. Car Allowance Superannable? indicates if the Car Allowance will attract Superannuation as part of the Salary Package. Client is the Client the Assignment is located with. This record cannot be a Payment Entity or Invoice Entity. Client Hiring Manager defines the Client Contact who hired the Employee. They will be the Invoice Contact detailed on Invoices when the Invoice Group By of ‘Hiring Manager (Invoice Hiring Manager)’ is selected. Custom Package Component 1 Defines the Custom Salary Component 1 the Employee will receive when placed in the Assignment. This field can be relabelled and help text updated to cater for common salary component types within the Org. Custom Package Component 1 Superannable? indicates if the Custom Salary Component 1 will attract Superannuation as part of the Salary Package. This field can be renamed and help text updated to cater for common salary component types within the Org. Custom Package Component 2 Defines the Custom Salary Component 2 the Employee will receive when placed in the Assignment. This field can be relabelled and help text updated to cater for common salary component types within the Org. Custom Package Component 2 Superannable? indicates if the Custom Salary Component 2 will attract Superannuation as part of the Salary Package. This field can be renamed and help text updated to cater for common salary component types within the Org. Custom Package Component 3 Defines the Custom Salary Component 3 the Employee will receive when placed in the Assignment. This field can be relabelled and help text updated to cater for common salary component types within the Org. Custom Package Component 3 Superannable? Indicates if the Custom Salary Component 3 will attract Superannuation as part of the Salary Package. This field can be renamed and help text updated to cater for common salary component types within the Org. Employee is the Employee relating to this Assignment. Exclude From Auto Update When this box is checked, the record will be skipped by the Automatic Status Update scheduled job. Invoice Email CC is used to define additional email addresses the Invoice will be emailed too. Invoice Tax ID defines the Invoice Tax ID that applies to the Assignment. Invoice Taxable is used to set a default for Assignment Rate, and related Invoiceable Fees will reflect this value. Invoice Schedule defines the Invoice Schedule that applies to the Assignment. Invoice To Account defines the Bill To Account that will be detailed on Invoices when the Invoice Group By of ‘Invoice To Account’, ‘Invoice To Contact’ or ‘Assignment’ are used. Invoice To Contact defines the Invoice Contact that will be detailed on Invoices when the Invoice Group By of ‘Assignment’ and ‘Invoice To Contact’ are used. Other Non-Superannable Components indicates the total of other Salary Components that will not attract Superannuation not already included . This field can be used for ad-hoc salary components instead of requiring an individual field. Other Non-Superannable Components Desc allows for a description of the package components that make up the amount defined in the Other Non-Superable Salary Package Components field. Other Superannable Components indicates the total of other Salary Components that will attract Superannuation that are not included in other fields. This field can be used for ad-hoc salary components instead of requiring an individual field. Other Superannable Component Description allows for a description of the package components that make up the amount defined in the Other Superable Package Components field. Package Superannuation Rate Defines the Superannuation Rate that will apply to the Salary Package. Payment Entity is the related Payment Entity record. Perm Fee Based On defines what the value calculated as the Total Perm Fee is based on. Perm Flat Fee Amount is the amount that will be used for the Total Invoiceable Placement Fee when the calculation is based on a flat fee. Perm Invoice Rate defines the Invoice Rate that will be used in calculating Total Perm Fees that are based on a percentage of base salary or total salary package. Phone Allowance defines the Phone Allowance the Employee will receive when placed in the Assignment. Phone Allowance Superannable? indicates if the Phone Allowance will attract Superannuation as part of the Salary Package. Purchase Order Number is the Purchase Order Number that will be applied to Invoices for the Assignment. Status is the current status of the Assignment based on the Assignment Start Date. Total Perm Fee Scheduled is the total sum of all related Invoiceable Fees with a Record Type of Perm Fee. Total Perm Fee Unscheduled is the balance of the Total Perm Fee less Total Perm Fee Scheduled. Denotes any outstanding amount that still needs to be scheduled for Invoicing for the Assignment

​
Further Information