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Purpose

The purpose of this quick reference guide is to step through the process of creating a Temp to Perm Assignment. 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 Temp to Perm Fee, and Invoice Settings for an Employee’s placement.

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Steps

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Create a new Assignment record - Temp to 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 - Temp to Perm
  1. Select the Temp to Perm Record Type from the picklist options. (See Figure 2)
  2. Click the Next button.
Screenshot from QRG Create an Assignment - Temp to 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
    2. Populate the following optional fields as needed: (See Figure 3)
      1. To apply a Purchase Order Number to the invoices for 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 - Temp to Perm
The Status of the Assignment record will be automatically updated upon saving the record, based on the Assignment 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 will attract 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 attract 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 the superannuation rate in the Package Superannuation Rate field.
Screenshot from QRG Create an Assignment - Temp to Perm
  1. Populate the following required fields to provide the base details of the Assignment: (See Figure 5)
    1. Temp to Perm Fee Based On
  2. Populate the following optional fields as needed: (See Figure 5)
    1. If the Perm Fee is a flat amount, populate the flat amount in the Temp to Perm Flat Fee Amount field.
    2. If the Perm Fee is a percentage of the total salary, populate the percentage in the Temp to Perm Invoice Rate field.
  3. The Total Temp to Perm Fee Schedule should not be populated as it gets auto-populated once the Invoiceable Fee is created.
Screenshot from QRG Create an Assignment - Temp to Perm
  1. Populate the following required fields to provide the base details of the Assignment: (See Figure 6)
    1. Invoice Schedule
    2. Invoice To Account
    3. Invoice To Contact
    4. Invoice Tax ID
    5. Invoice Taxable
  2. Populate the following optional fields as needed: (See Figure 6)
    1. To define additional email addresses the invoice is to be sent to, populate the Invoice Email CC field.
  3. Click on the Save button.
Screenshot from QRG Create an Assignment - Temp to Perm
  1. A new Temp to Perm Assignment record has been created. (See Figure 7)
Screenshot from QRG Create an Assignment - Temp to 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.
  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.

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Field Descriptions

Assignment Name is the name of the role of this Assignment. Assignment Start Date is the start 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 the rate of any Car Allowance the Employee will receive in the Assignment. Car Allowance Superannable? indicates if the Car Allowance will attract Superannuation as part of the Salary Package. Client is the Client related to the Assignment. 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 used. 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 for 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 Invoiceable Fees created using this Assignment to determine if the item will be Taxable. 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 that are 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 incur Superannuation that are not already included. 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 rate of any Phone Allowance the Employee will receive 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. Temp To Perm Fee Based On defines what the Amount calculated as the Total Temp To Perm Fee is based on. Temp To Perm Flat Fee Amount is the amount used for the Total Invoiceable Placement Fee when the calculation is based on a flat fee. Temp To Perm Invoice Rate defines the Invoice Rate that will be used in calculating Total Temp To Perm Fees that are based on a percentage of total perm fee. Total Perm Fee Scheduled is the total sum of all related Invoiceable Fees with a record type of Perm Fee. Total Temp To Perm Fee Scheduled is the total sum of all related Invoiceable Fees with a record type of Temp To Perm Fee.

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Further Information