My Studios: My Active Assignments

The my active assignments widget displays all contract assignments that are either starting today or ended in the past 60 days for which the current user is the account manager or recruiter.

Filtering the My Active Assignments Widget

You may select to display Arrivals, Finishers or both (All) by clicking the appropriate radio button. For each of these options, you can view your own active assignments or everyone's by clicking the View Everyone's check box.

Arrivals are assignments where:

  • The current user is the recruiter or the account manager for the assignment
  • The assignment status is Active
  • The assignment start date is today
  • The entity role is Contract Assignment

Finishers are assignments where:

  • The current user is the recruiter or the account manager for the assignment
  • The assignment status is Active
  • The assignment end date is within the past 60 days
  • The entity role is Contract Assignment

You can also filter by a Client name or Job ID by typing in the appropriate field (Client or Job ID) and clicking .

The Active Assignments Widget Grid

The All and Arrivals grid displays (by default) the following information:

  • Assignment ID: The ID number of the assignment. You can click on the Assignment ID to go directly to the Assignment record.
  • Candidate: The person who was assigned. You can click on the Candidate name to go directly to the Candidate record.
  • Client: The company that requested assistance in finding an employee. You can click on the Client name to go directly to the Client record.
  • Mobile: The candidate's mobile phone number.

The Finishers grid displays (by default) the following information:

  • Assignment ID: The ID number of the assignment. You can click on the Assignment ID to go directly to the Assignment record.
  • Candidate: The person who was assigned. You can click on the Candidate name to go directly to the Candidate record.
  • Client: The company that requested assistance in finding an employee. You can click on the Client name to go directly to the Client record.
  • Mobile Phone: The candidate's mobile phone number.
  • To: The estimated date the contract assignment will end.
  • Estimated Revenue: The estimated amount of revenue based on length of the assignment.

You can add or remove columns from the widget by clicking .

Actions

You can take the following actions on the My Active Assignments widget:

  • Select one or more records and click the Arrival Call icon to run the Arrival Call workflow.
  • Select one record and click the Add Client Evaluation icon to run the Client Evaluation workflow.
  • Select one or more records and click the Add New icon to add an onboarding item or package.