Invenias Power BI: Assignments

The Assignments view for Invenias PowerBI unleashes the core data associated with Assignment Records. It stands as an essential foundation for any Dashboards with Assignment-related information.

What It Does

  • Comprehensive Assignment Information: Provides detailed information about the Assignment, including the status, employment type, internal comments, etc. to help with tasks such as strategic Job placement.

  • Multi-Entity Linking: Connects the Assignment record to associated entities such as Companies, Locations, People (as Candidates or Clients), and Users (as Owners or Team members), facilitating efficient management and comprehensive tracking across all aspects of recruitment operations.

Columns

This view returns the following columns:

Column Name

Column Type

Description

Joins To

AssignmentId

Guid

The unique identifier for the Assignment.

 N/A

Name

String

The name of the Assignment.

 N/A

AssignmentNumber

String

The Invenias Assignment Record number. This is prefixed with an A.

 N/A

InternalRef

String

Internal reference number. Visible in Assignment record headers in Invenias.

 N/A

ExternalRef

String

External reference number. Visible in Assignment record headers in Invenias.

 N/A

InternalComments

String

Assignment Internal comments. Visible in the Dashboard tab in Invenias.

 N/A

StatusId

Guid

The identifier for the Assignment Status.

AssignmentStatusView

IsNonExec

Boolean

Boolean field to indicate if this Assignment is for a Non- Exec position.

 N/A

IsContract

Boolean

Boolean field to indicate if this Assignment is for an Interim/Contract position.

 N/A

IsPermanent

Boolean

Boolean field to indicate if this Assignment is for a Permanent position.

 N/A

EmploymentType

String

The label for the Employment type e.g. Permanent.

 N/A

CandidateExpensesPaid

Boolean

To indicate if the Candidate’s expenses are paid.

 N/A

CandidateNoticePeriodId

Guid

From the Assignment>Remuneration tab. To record the Candidate’s notice period.

 N/A

ClientNoticePeriodId

Guid

From the Assignment>Remuneration tab. To record the Client’s notice period.

 N/A

EngagementTypeId

Guid

The ID of the engagement type (e.g. Retained).

AssignmentEngagementTypeView

Duration

Float

For Contract/Interim or session based Assignments, the duration as displayed in the Assignment>Forecasting tab. 

 N/A

Benefits

String

From the Assignment>Remuneration tab. To capture available benefits for this Assignment.

 N/A

Notes

String

From the Assignment>Remuneration tab. To capture any notes related to the compensation for this Assignment. 

 N/A

IsContractSessionBased

Boolean

Boolean field to indicate if this Assignment is for a Contract session based position. 

 N/A

CreatorId

Guid

The ID of the user who created this Assignment.

UserInformationView

DateCreated

DateTime

The date and time when the Assignment was created. (Requires transforming in Power BI to Date / Time format. 

 N/A

ModifierId

Guid

The ID of the user who last modified the Assignment. 

UserInformationView

DateModified

DateTime

The date and time when the Assignment was last modified. (Requires transforming in Power BI to Date / Time format. 

 N/A

OwnerId

Guid

The ID of the Owner of the Assignment.

UserInformationView

DateLost

DateTime

Date recorded when the Assignment moved to a Status in the Lost status group.

 N/A

DateCompleted

DateTime

Date recorded when the Assignment moved to a Status in the Completed status group. 

 N/A

CompanyId

Guid

The ID of the Assignment Company. 

CompanyView

LocationId

Guid

The ID of the Company location.

CompanyLocationsView

PrimaryContactId

Guid

The ID of the person listed in the Assignment Client tab, with the Primary role 1 defined in system preferences. 

PersonView

SecondaryContactId

Guid

The ID of the person listed in the Assignment Client tab, with the Primary role 2 defined in system preferences. 

PersonView

OriginatingSourceId

Guid

The unique identifier of the source.

N/A

ClientsWithAccessCount

Integer

A count of Client People who have had the Assignment shared with them via the Client web app. 

 N/A

DateActive

DateTime

Date recorded when the Assignment moved to a Status in the Active status group. 

 N/A