When you arrange for a contractor to undertake a job, or fulfil a particular role for a client, you are creating what is known as a placement.
A placement defines:
- Who is doing the work.
- Which client the work is being carried out for.
- Which consultant is responsible for the work.
- Who, within the client organisation, is responsible for the placement.
- The rates of pay and charge.
- The types of expense that can be claimed.
You can create new placements or edit existing ones if you have the corresponding roles.
How do I create a placement?
Note:in order to create a placement, you must have an Approval Route set as the default for timesheets, chargeable expenses and non-chargeable expenses.
- From the Profiles menu, select Placements. The Placement Search screen is displayed.
- To create a placement from a blank template, click Create. The Create Placement screen appears.
- Note: If you want to create a placement that is very similar to an existing one, you can clone the existing placement. This saves you having to enter most of the details again. Please see the "How do I find and edit (or clone) an existing placement?" section below.
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Please click on the links below to view the details for each tab
The Clone Placement and Edit Placement screens have an additional tab called History where you can view the changes made to the placement.