Client & Team Relationships

Overview

Invenias makes it easy to manage your external clients or wider hiring management team within an Assignment. Manage client and teams within an Assignment the following ways:

• List internal team members for each client to ensure all members know the same information.
• Add roles and involvement so all members know who is doing what for an Assignment.
• Manage relationships and specify roles against a position to see assignment information at-a-glance when viewing all People in a Company.

Team relationships can be managed in a similar way. These relationships can be managed not only within an Assignment but within Company and Programme records too. All team members working with these records can be listed and assigned their roles, ensuring all team members know each others' involvement. This level of awareness makes for more efficient collaboration.

This Article Covers:

• Adding a Client to an Assignment
• Assigning roles to a Client
• Assigning roles to Positions
• Adding a Team member to an Assignment
• Assigning roles to a Team member
• Automatically populating Assignment Team
• Configuring the Client
• Configuring the Team

Adding a Client to an Assignment

1. Navigate to the Clients tab.
2. Click on the Add Existing Person as Client button.
   
3. From the Select People window, click an existing Person on the list.
4. To add the person to the Client list, click OK.
   

Assigning Roles to a Client

For each client listed, you can specify their roles within the Assignment.

1. Click the drop-down box in the Role column.
2. Select the applicable roles.
   

Assigning Roles to Positions

To capture a person's role at a specific company, you can assign a role to a person's position.

1. Open a person's record.
2. Click the Positions tab.
3. Double-click the desired position.
4. Choose a role(s) from the drop-down field.
   

Alternative Method

In a Company record, navigate to the People Tab. Click the Role drop-down.

Adding a Team Member to an Assignment

1. Navigate to the Team tab.
2. Click on the Add New Team Member button.
   
3. From the Select Team Member window, click an existing user on the list.
4. To add the person to the list, click OK.

Assigning Roles to a Team Member

For each team member listed, you can specify their roles within the Assignment by clicking on the dropdown box in the Role column and check the applicable roles.

1. Click the drop-down box in the Role column.
2. Select the applicable roles.
   

Automatically Populating Assignment Team

A Company and an Assignment both have a list of roles. When the same roles exist and match in both a Company and an Assignment, the Assignment can automatically inherit all the team members from the Company.

Role lists are configured in System Preferences. For details, see the Configuring Team Roles section.

1. Ensure you have access to the Access System Preferences permission.
2. Navigate to System Preferences.
3. Click Assignment and then click Team.
4. Tick the Add team members automatically check box.
   

Configuring the Client

1. Ensure you have access to the Access System Preferences permission.

2. Navigate to System Preferences.
3. Click Assignment and then click Clients.
4. To add or change existing roles, click on the Modify Roles link.
   
5. In the Client Roles window, create, rename, and reorder your roles, as desired.
   

Visibility

You can configure the following roles to be visible within additional fields in the Assignment:

• Field 1: Marking a role as Field 1 will show this role on the header of the Assignment Record.
• Field 2: Marking a role as Field 2 will show these roles on the header of the Assignment Record.
  
• Billing Contact: Marking a role as Billing Contact will display this role within the Billing Panel of the Assignment, if you have Billing enabled.
  

Configuring the Team

Disabling the Team Tab

The Team Tab can be disabled on a Per Record type basis.

1. Ensure you have access to the Access System Preferences permission.
2. Navigate to System Preferences.
3. Click the basic settings page for Assignments, Companies, and Programmes, respectively. 

Configuring Team Roles

You can add or change existing team roles.

1. Ensure you have access to the Access System Preferences permission.
2. Navigate to System Preferences for Assignments, Companies, or Programmes, as desired.
3. Click on of the desired following:
   • Assignments
   • Companies
   • Programmes
4. Click Team.
   • This step is the same, regardless of the above step.
5. Click on the Modify Roles link.
6. In the Team Roles window, create, rename, and reorder your roles, as desired.

Priority Assignment

You can assign two team roles to be the most important by assigning them to Field 1 or Field 2.