Order – End an Assignment

It is important to manage assignments by updating Order information for each Person on an Order. Enter End Dates and an Attrition reason. This is critical to managing employee files for ROEs and termination pay.

END A PERSON ON AN ASSIGNMENT

1

Within the Order file, select the Person tab. Next, select the Edit (pencil icon) button next to the Person you wish to modify.

2

In the End Date field, use the Calendar picker button (or type in the date). This is critical to ensure accurate payroll, ROE and government inquiries.

3

Select an Att. Reason from the drop-down, and type in an Att. Note (Att. = Attrition). This step is very important in helping with ROE disputes and allows you to run service reports for your clients. Select the Save button to complete the changes.

4

Note: you may select multiple Person lines (via checkbox to left of Person name), and use the Mass Edit button to modify several at once.