Assign Navigation

The Assign navigation in the JSM entity detail page primarily facilitates the creation of Assignments for Job Schedules within JSM. This feature enables users to allocate tasks and responsibilities effectively, ensuring smooth management and execution of job schedules.

This navigation comprises the following features:

• Search and Match
• Worked Before
• Job Candidate
• Shortlist

Search and Match

The Search and Match feature empowers users to add Employees to the Assignment, Job Candidate List, and Shortlist. Additionally, New hires and Applicants can also be included as Job Candidates and in the Shortlist.

This feature incorporates functionalities like Include, Resume Search, Additional Parameter, and More options, akin to the Global Search. Such features streamline the process of searching for Employees to be assigned, ensuring ease and efficiency in the assignment process.

Worked Before

As implied by its name, the Worked Before feature showcases a list of employees who have previously worked on the same Scheduled Job. The grid view presents information about which employees have participated in any previous Job Schedule associated with the Scheduled Job. This functionality provides users with insights into the workforce history related to the Scheduled Job, aiding in decision-making and resource allocation.

Job Candidates

Job Candidates can be added to Scheduled Jobs, and they can be carried through all the Job Schedules associated with the respective jobs. This functionality assists users in identifying potential candidates for the job and facilitates the process of selecting which employee to assign to the selected assignment. It streamlines the workflow by ensuring continuity and coherence in candidate management across various job schedules.

Shortlist

The shortlist feature serves as a job candidate specifically for the respective Job Schedule. With this functionality, users can shortlist employees for the selected Job Schedules only. This feature proves useful if customers prefer to assign a particular employee to work in only one Job Schedule related to the provided job. It offers flexibility and precision in candidate selection, catering to specific requirements and preferences for each job schedule.

Favorite Actions:

Users are provided with the following favorite actions:

• Add Adjustment
• Assignment Report
• Edit Adjustment
• End Assignment Schedule
• Extend
• Send Email

Adding Adjustments to the Assignment Schedule

Users can add necessary Adjustments to Assignments in JSM by utilizing the Add Adjustment favorite icon in the Assign navigation. Clicking on this favorite icon directs users to the Add Adjustment slider, where they can select the required transaction code, input the necessary Pay Rate and Bill Rate, and then save the Adjustment to the respective Assignment Schedules. This streamlined process facilitates efficient management of adjustments associated with assignments.

Users can be notified of whether an Assignment Schedule has adjustments or not through the Has Adjustment icon in the Assign directory. The presence of a green-lit dollar icon indicates that the Assignment Schedule has adjustments, while a non-lit dollar icon indicates otherwise. This visual cue enables users to quickly identify whether adjustments have been made to the Assignment Schedule, facilitating efficient monitoring and decision-making within the system. 

Viewing the Assignment report

Upon clicking the Assignment Report action, users can view the Assignment Schedule Report corresponding to the selected value.

This report presents a comprehensive overview of the Assignment schedule, encompassing key details such as the ID, Job Information, Work Information, and Contact Information. Additionally, it may include any additional information deemed necessary. This detailed report provides users with valuable insights into the Assignment Schedule, enabling thorough analysis and informed decision-making. 

Editing the Adjustment for the Assignment Schedule

Users can update the necessary adjustments for the selected Adjustment Schedule by utilizing the Edit Adjustment action. This action presents a similar slider to the one used for adding adjustments, providing users with a familiar interface to make adjustments as needed. This functionality streamlines the process of modifying adjustments associated with the schedule, ensuring accuracy and efficiency in managing adjustments within the system.

Ending any Assignment Schedules

Users can utilize the End Assignment Schedule favorite action to conclude the necessary Assignment Schedules. Upon selecting this action, users will be prompted to choose the Assignment Schedules and input the Assignment End Reason and Performance in a newly opened slider. This feature facilitates the orderly conclusion of Assignment Schedules, providing users with a structured process for ending assignments as needed.

Extending Schedules

Users can employ the Extend feature to add the same Employee to multiple Accounting Periods. By utilizing the Accounting Period multi-select dropdown, users can select the Accounting Period in which the assignment is to be added. This functionality streamlines the process of extending schedules across multiple Accounting Periods, providing users with flexibility and efficiency in managing employee assignments within the system.

Sending Email

Users can select the desired Email Recipient and utilize the Send Email favorite action to send an email. Through this action, users can specify from which email address do they want to send the mail, choose a Template, set the Subject, upload additional details, and select the Email Recipients to send the required email. This functionality streamlines the process of sending emails directly from the JSM system, providing users with a convenient and efficient communication tool.