How do I create an assignment?

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Creating a single assignment can be as simple as a few clicks. Select New Assignment from the left menu on your homepage. The assignment creation form has a list of section on the left for faster navigation. Click on a section below to learn more.

All of the following sections are required:

  • The basics
  • Location
  • Scheduling
  • Pricing
  • Routing

The following sections can be removed from the default creation form by account admins:

  • Deliverables
  • Documents
  • Surveys
  • Requirement Sets
  • Custom Fields
  • Shipments

The Basics

  • Includes the title, description, special instructions and contact information
  • A clear and detailed description is critical to workers as they review your assignment at the time they apply. 

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Location

  • Includes the client, project, location and location contact information
  • For the location, select a saved location from your contact manager, create a new location or virtual/off-site

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Scheduling

  • Includes the schedule options and check in/check out procedures
  • Choose from a specific start time or a flexible arrival window
  • You can create assignments for any date within the current calendar year whether it is in the past, present, or future

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Pricing

  • Includes the payment type, fee structure and payment terms
  • Choose from flat fee, hourly rate, blended hourly rate or unit rate 
  • Internal pricing is used solely for internal employees of the company and cannot be routed to third party contractors
  • Selecting "Paid Immediately" for payment terms will require that the cash is already loaded onto the platform

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Routing

  • Includes all routing options as described here

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Deliverables

  • Includes sign-off sheets, photos and other file types

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Documents

  • For any documents that the assigned worker may need. These can be uploaded to the individual assignment or selected from the file manager

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Surveys

  • Attach a survey to your assignment
  • To create a survey, click here

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Requirement Sets

  • Attach a requirement set which workers must meet to successfully apply for your assignment
  • To create a requirement set, click here

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Custom Fields

  • Attach a custom field set to be completed once the assignment is "in progress"
  • To create a custom field set, click here

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Shipments

  • Track the shipment of parts directly from the assignment
  • Our integration with UPS, FedEx and USPS allows you to view updates on tracking directly from the assignment

 

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