Change Job Order(Organization) of Placement

Why need to change the Job Order of a Placement?

When you create a Placement, you need to select a Job Order which defines the Organization/Department the staff belongs to. Sometimes you may create the Placement with the wrong Job Order (i.e. wrong organization) and need to change it.

Which approach should I use?

1. Delete and recreate the Placement

If the Placement was just created and there are NO payroll, leave, or timesheet records, you can delete the Placement and create a new one with the correct Job Order.

• Go to Associate -> Placement -> Find the "gear" on the right-hand side and you can see the "Delete" button
• Go to Associate -> Placement -> Add New to create a new Placement with the correct Job Order

2. Change Job Order (Admin only)

This is an ADMIN only feature that reassigns the Job Order in place without creating a new Placement. It resets all movements' Organization to the new Job Order's top-level Client company.

• Go to Associate -> Placement -> open the Placement profile -> More -> Change Job Order
• Select the new Job Order -> Save

  

  After using Change Job Order

  • All existing movements' Organization/Department will be reset to the new Job Order's Parent Organization. You need to update the Department manually via Movement if needed.
  • The new Job Order cannot be the same as the existing Job Order.

What's Next?

• Check the Placement profile to confirm the Job Order and Organization are correct
• Update the Organization/Department via Movement if needed