Assign Workers to an Order Line in the CSP

Worker Assignments Overview

Assignments let you track workers, so you know who is working on what, as well as which workers are currently active and which are available, helping you allocate resources more efficiently. Supplier users assigned the Worker Assignments - Manage permission in the CSP can create a worker assignment on orders whose type is Service (Qty, Amt, or Resource) and whose status is Draft or Issued. 

You can also associate a specific worker when reporting your work in a Service Sheet.

How to assign workers to an order line

To add a worker, or workers, the order line must be in one of the following statuses:

• Created
• Draft
• Partially Received
• Received
• Soft Closed for Receiving and Invoicing
• Soft Closed for Receiving

Follow these steps:

1. When viewing PO lines, click Add in the Worker Assignment field. If at least one assignment already exists for that line, the Worker Assignments field shows the number of assignments (excluding assignments in Draft status). Click the number to view worker assignments for the PO line, and click Create Assignment. 
2. On the Worker Assignment Create screen, enter the following information under Assignment Details:
   1. PO line - the PO line number associated with this assignment is pre-populated. Point your mouse at the line number to see details about the PO line, including the status, commodity, description, and service start/end dates.
   2. Workers - You can select existing workers for the assignment (up to 20 at a time). You can select workers in one of the following ways:
      1. Type a worker’s name in the type-ahead field until the full name displays, then select that worker.
      2. Click the magnifying glass icon to view the list of workers available from the supplier on the PO. You can see the worker numbers, names, current assignments, skills, and status. For more information about the worker grid, see View and Edit Worker Information in the CSP. Select the checkbox for each worker you want to add to the assignment and click Choose.
   3. Job Role - The type of worker the customer needs to deliver the service. A job role combines the job title, category, and skill level, along with a location, working hours, and more, to provide a clear picture of the worker (or workers) needed to complete an assignment. You can only select job roles that were added to the order line. If you need a role that isn't selectable, your customer can submit an order change to add the required job role. 
   4. Supplier Contact Email - Auto-populated from the PO line, if available. Otherwise you can enter the email manually.
   5. Resource Manager - Auto-populated from the PO line, if available. Otherwise you can type the name of the resource manager until the name displays in the list, then select the manager. Only active users are displayed. Or you can click the down arrow to see the full list of eligible managers. To remove a selected manager, click the X.
   6. Start Date - If the PO line includes a start date, it is auto-populated. You cannot set a new start date that is earlier than the PO line start date.
   7. End Date - If the PO line includes an end date, it is auto-populated. You cannot set a new end date that is after the PO line end date.
   8. Service Sheet Rules - Choose who is responsible for submitting service sheets to the customer as work is completed on this assignment:
      1. Service Sheet Submission Owner - Who is responsible for submitting service sheets against this order. This is a required field if the Service Sheet Required field is set to Yes on the order line. Select either:
         1. Supplier - Only a supplier user can submit service sheets for orders associated with the assignment. 
         2. Worker - Either a supplier or worker can submit service sheets for the assignment. If any of the workers on this assignment has not registered for a CSP login, a warning is displayed when the assignment is created or confirmed.
      2. Let worker enter pricing outside pre-defined rates (off by default) - For amount-based orders, if you select Worker in the previous step, you can select this checkbox  to let the  worker, or workers, manually specify prices on a service sheet. For example, you may want to let workers enter specific prices for expenses or other reimbursable costs. Otherwise workers can only select from your list of pre-defined rates.
3. If you want to create multiple assignments with different time periods, or groups of workers, or other details, click Add to specify up to five distinct assignment details per PO line, each with as many as 20 workers. Click the delete icon to remove any assignment details, if you’ve added more than one.
4. Click Create to create the assignment, or Submit if you're editing an existing assignment. Click Cancel to exit the assignment without saving it.

How to assign workers to a service sheet detail line

When creating a service sheet with resource, quantity or amount-based order lines,  you can specify the worker (or workers) associated with the order line by adding service detail lines. For more information, see Create or Edit a Service Sheet.