Placing Candidates in Assignments

Customer ID

The work (ship to) customer ID associated with the assignment. The work location affects sales and payroll taxes, workers' compensation, and unemployment insurance.

Location

The customer address sequence number where the work will be performed. The work location affects taxation. The system does not automatically determine the tax codes. However, tracking the work location in addition to the billing address provides you with the information needed to manually enter the most appropriate tax codes.

Contact

The individual within the customer organization designated as the main contact for the assignment.

Currency

The currency in which the customer will be billed for the services.

Job Code

Select the job code that is most appropriate for the assignment.

WC Code (workers' compensation code)

The workers' compensation code that applies to this assignment based on the job code and work state.

Assigned To

Enter the user ID assigned to manage the assignment.

Replacement For

Enter the assignment ID that this assignment replaces. The replaced assignment must be in a canceled status before a replacement can be entered. After the page is saved, the assignment ID becomes a link to the assignment.

Replaced By

This field is automatically populated with a link to the new assignment ID when the Replacement For field is completed on the new assignment.

Replacement Status

The status of the replacement resource. Possible values include:

• Replaced

• Pending Replacement

Start Date and End Date

Select the start date and estimated end date for the employee to begin and end work. The estimated End Date appears only for temporary orders.

Hours

Enter the expected number of hours that the employee will work each day.

Start Time and End Time

Enter the start and end work time, if known. End Time appears only for temporary orders.

Extension

Select this check box to indicate the work date range specified is an extension of the work date range originally planned.

If the Enable Date Tracking field is selected on the Staffing Installation Options page, this field becomes hidden.

Change Dates/View History

Click this link to view a history of date changes. This link is only available if the Enable Date Tracking field is selected on the Staffing Installation Options page.

Comments

Enter any comments related to the assignment.

Effective Date

Select the date when the rates are to be effective. The first effective date must not be after the start of the assignment.

Last Upd User (last update user)

Displays the ID of the last user who updated the page.

Last Upd DtTm (last update date and time)

Displays the date and time the last user updated the page.

Applies to, Pay Rate, Bill Rate, Default Rate, and Apply Rate

Depending on which Applies to option you select (Bill Rate or Pay Rate), enter either the bill rate or the pay rate in the Default Rate field, and then click the Apply Rate button. The system calculates the selected rates in the rates grid based on the standard multipliers established on the rate element configuration. You may recalculate rates as many times as you want.

After you enter data in the Pay Rate and Bill Rate fields, the system fills in the Target Bill Rate, Markup %, Margin %, and Caution fields. For the system to display the Caution field correctly, your implementation team must define margin caution in the job code.

Insert Rate

Click this button to add another type of rate in the Main tab. Click the Delete row button to delete any rate not necessary for the assignment.

Target Margin and Apply Margin

Enter the percent of margin that you want to achieve, and then click the Apply Margin button. Based on your selections for bill rate or pay rate, the system calculates the other set of rates in the fields in the Main tab according to the margin specified. You may recalculate margins as many times as you want.

Detail No (detail number)

Displays an auto-sequenced number for each type of rate captured for the assignment. This field is informational only.

Rate Element

Displays the rate element code that corresponds to the type of rate being captured. Rate elements are defined through system configuration. For example, you may define pay and bill rate elements to capture regular time rates for North American Hourly Employees, bill-only rate elements to capture bill rates for North American Salaried Employees, and markup rate elements to capture markup factors to apply to miscellaneous expense reimbursements.

Pay Rate

Enter the amount per hour you will pay employees for the work they are performing at the customer's site for the assignment.

This field is only available for rate elements configured with a rate action of Pay and Bill or Pay Only.

Bill Rate

For Pay and Bill or Bill Only rate elements, enter the amount per hour you will bill your customer for the work the employee is performing at the customer's site for the assignment. For markup rate elements, enter the markup factor to apply to expense items needed before billing the client. The markup factor defaults from the rate element configuration, but it can be overridden at the assignment level˙.

This field is only available for rate elements configured with a rate action of Pay and Bill or Bill Only or Markup.

Target Bill Rate

Displays the bill rate that you should target to meet margin requirements for the assignment.

Markup % (markup percentage)

Displays, as a percentage, the difference between the pay rate and the bill rate:

((Bill Rate - Pay Rate)/Pay Rate) * 100

Margin % (margin percentage)

Displays, as a percentage, the difference between the pay rate plus costs and the bill rate:

((Bill Rate - (Pay Rate + Additional Costs))/Bill Rate) * 100

Margin Target

When margin rates are within or outside acceptable levels, the system uses the following indicators to tell you whether you are achieving acceptable or unacceptable margin rates:

• Acceptable Margin Achieved: If you meet margin requirements, the system displays a green circle next to this field.

• Margin below Normal Levels: If the margin falls below the caution margin established for the job code, the system displays a yellow triangle next to this field.

• Unacceptable Margin: If the margin falls below the critical margin established for the job code, the system displays a red square next to this field.

Your implementation team configures the values that the system uses in margin calculation. Your organization bases these calculations on the costs associated with filling a position, as well as the expected profit that is generated when you fill the order. You can save an order with any of these indicators.

Rate Purpose

Displays the general purpose of the rate element:

• R: Regular time.

• O: Overtime, which is also used for double time.

• T: Other, such as miscellaneous expense reimbursements, bonuses, drug-screening costs, background checking costs, and so on.

The rate purpose is used by PeopleSoft Pay/Bill Management to determine how overtime pay rates should be handled according to Fair Labor Standards Act (FLSA) stipulations. For PeopleSoft Payroll for North America employees who are non-exempt and belong to pay groups configured as FLSA-required, the overtime pay rates captured are only an estimate. PeopleSoft Pay/Bill Management will rely on PeopleSoft Payroll for North America to apply the earnings code multiplier factors to the regular time pay rate to compute the overtime premium.

Rate Action

Displays how this type of rate should be captured:

• A (Pay and Bill): Capture both pay and bill rates.

• B (Bill only): Capture only bill rates.

• P (Pay only): Capture only pay rates.

• M: Capture markup factors.

Time Reporting Code

Displays the time reporting code (TRC) that is used in PeopleSoft Time and Labor to determine the rules that apply to the hours, as well as the earnings codes used in payroll.

Fee Schedule

Select the fee schedule that applies to the assignment. A default fee schedule appears if it is defined in the Career Master page on the customer record or on the Salary and Billing page on the order's resource request.

Guarantee Days

Starting from the date a candidate first begins a new position, enter the total number of days after which you will no longer offer a refund of the placement fee or a credit. Your organization's business processes dictate how to use this field.

Schedule Sent

Select the date you sent the fee schedule to the customer.

Schedule Sign

Select the date the customer signed the fee schedule.

Base Salary

Enter the actual salary that the candidate accepted.

Default Fee Pct (default fee percentage)

The default fee percentage is calculated based on the fee schedule selected and the salary that was entered.

Additional Compensation

Enter any additional compensation for which the candidate may be eligible, such as a bonus plan.

Override Pct (override percentage)

To override the default fee percentage, enter a percentage here. To recalculate the placement fee, click Calculate.

Total Compensation

Displays the sum of the Base Salary and the Additional Compensation.

Calculate

Click to calculate your staffing organization's fee for placing the candidate with the customer.

Placement Fee

Displays the fee your staffing organization will receive from the placement based on the candidate's compensation and the fee percentage you established with the customer.

Career Rev Department (career revenue department)

Displays the department that will receive the revenue associated with the career placement fee. When Pay/Bill Management is installed, this information is used to generate accounting entries in the Contracts module.

Fall Off

Select this check box to indicate that the candidate resigned or was terminated before the expiration of the guarantee period. Fall off functionality is only available when PeopleSoft Pay/Bill Management is installed in addition to PeopleSoft Staffing Front Office.

Fall offs are for career order assignments or converted temp-to-hire assignments only. You use the Fall Off page to enter billing information and determine how much the customer is due.

Fall Off

Click this button to enter fall off information in case the candidate is terminated or resigns before the expiration of the guarantee period. Once the fall off information is entered, the system automatically selects the Fall Off check box to document the occurrence of that event and to prevent fall offs, credit, and refund information from being entered twice.

Actual End Date

Select the date that the assignment actually ended. Do not populate this field ahead of time based on an estimated end date.

End Reason

Select a reason why the assignment ended, such as Credit or Filled. .

End Comment

Enter any comments associated with the ending of the assignment.

Entered by

Displays the ID of the user who created the assignment.

Date Time Entered

Displays the date and time the assignment was created.

Last Upd User (last update user)

Displays the ID of the last user to update the page.

Last Update Date/Time

Displays the date and time the last user updated the page.

Amount and Percent

Select an option by which the system will define events:

• Amount: If you select Amount, you will enter the amounts to be billed for each installment.

• Percent: If you select Percent, the system will enable you to split the placement fee to be billed to the client in installments by entering the percentage of the total fee to be billed in each installment.

Event Occurrence

Displays an auto-generated sequence number for each billing installment.

Event Date

Select the dates you would like to bill the customer for the placement fee.

Percentage

Enter the percentage or amount of the placement fee to be billed for each date.

Comments

Enter any comments you have regarding the billing of this assignment.

Business Unit

This field is only editable if you select the Use PO Tracking check box. Enter the PeopleSoft Contracts business unit of the customer purchase order against which this assignment should be billed.

Use PO Tracking (use purchase order tracking)

Select this check box in order to have the system use purchase order balance tracking for this assignment.

If you are tracking your billing activity against customer purchase orders, you may associate a purchase order number to the assignment. If this check box is not selected, you can still enter a customer purchase order ID in the free form Customer PO field, but the system will not track the purchase order balance as the customer is billed for hours posted against this assignment.

PO Tracking ID (purchase order tracking ID)

This field is only editable if you select the Use PO Tracking check box. Enter the tracking ID of the customer purchase order against which hours for this assignment should be billed. The system will track the balance of the purchase order as the customer is billed. The purchase order tracking functionality is only available for temporary assignments.

Customer PO (customer purchase order)

This field is only editable if you do not select the Use PO Tracking check box. Enter the customer's purchase order number for this assignment. Purchase order information entered in this manner does not allow or require purchase order balance tracking.

Effective Date

Enter an effective date for each Definition ID template you specify.

Definition ID

Displays the customer definition template ID associated with the assignment. This field is provided by default from the order and cannot be overridden.

Customer Field Name and Description

Each Customer Field Name is automatically populated by the system from the customer fields definition template as defined in PeopleSoft Pay/Bill Management configuration. Examples include Customer Cost Center and Customer Supervisor Name. Enter the value of each customer field in the Description field. For example, if the Customer Field Name is equal to Customer Supervisor Name, you can enter Carol Smith in the Description field.

For temporary assignments, PeopleSoft Pay/Bill Management passes the values of these fields to the Billing application, where they can be used for invoice printing or reporting purposes.

Pre Approval Flag

This check box is only available when PeopleSoft Pay/Bill Management is installed. Select this check box to indicate whether a billing worksheet should be generated and approved before charges are sent to the Billing application.

PC Business Unit (Project Costing business unit)

Displays the Project Costing business unit for this assignment. The system obtains this value from the Branch Mapping table.

Project

When PeopleSoft Pay/Bill Management is installed, this field displays the ID of the project that was automatically created when the order was saved. Click to access the associated project in the Project Costing application.

Activity

When PeopleSoft Pay/Bill Management is installed, this field displays the ID of the activity that was automatically created when the assignment was saved. Click to access the associated activity in the PeopleSoft Project Costing application.

Contracts Business Unit

Displays the PeopleSoft Contracts business unit for this assignment. The system obtains this value from the Branch Mapping table.

Contract

When PeopleSoft Pay/Bill Management is installed, this field displays the number of the contract that was automatically created when the order is saved. Click to access the associated contract in the PeopleSoft Contracts application.

Contract Line

When PeopleSoft Pay/Bill Management is installed, this field displays the contract line number that was automatically created when the assignment is saved. Click to access the associated contract line in the PeopleSoft Contracts application.