Extensions, Terminations and Updating Hired Details (Video Overview)

If you have a contractor and would like to complete their assignment, simply change the end date within their hire details. 

Once the end date of the assignment has lapsed naturally, the contract will change from Filled to Completed and the badge within the contractor’s profile will automatically update. This option would only be used for early terminations or extensions.

Important Note: The ability to edit filled (aka: active) contracts is only available for “Finance Admin” users. If you are not a Finance Admin, you will not see the EDIT buttons within the contract. In this case you’ll need to contact your Finance Admin to make the change.

Setup 

  1. Navigate to the main Job Details page for the assignment.

    Bold - Job Details.png

  2. Locate the talent whose assignment you would like to modify in the Hired Details tab and click the Edit icon to the right of their name.

    Bold - Job Details - Edit Button.png
    Note: As these widgets are fully customizable for each user, it may be in a different location than shown here or may need to be added by the user if not visible.

  3. In the new hired details fly-out that will open, locate the End Date field and click it.

    Bold - Job Details - Hired Details Fly-Out - End Date Field.png

  4. A calendar will open, allowing you to select a new end date.

    Bold - Job Details - Hired Details Fly-Out - Calendar Drop-Down.png

  5. If you are doing an extension, choose a date later than the current date.

    Bold - Job Details - Hired Details Fly-Out - Calendar Drop-Down - Extentsion Date Selected.png

  6. A new option will appear asking you to confirm the extension.

    Bold - Job Details - Hired Details Fly-Out - Extension Option Highlighted.png

  7. When you select yes, you can also enter a reason for the extension. Once complete, save and you will be returned to the job page.

    Bold - Job Details - Hired Details Fly-Out - Extension Chosen - Reason Field Highlighted.png

  8. For extensions, you will see a small gold asterisk next to the employee's start and end date once applied

    Bold - Job Details - Extension Applied - Start Date & End Date Highlighted.png
    Note: The gold asterisk indicates to the user that the date has been extended, though the original end date will not be updated to the new extended date until after the original date has passed.

  9. If you are instead doing an early termination, return to Step 5 and instead of clicking a later date, click one prior to the current date.

    Bold - Job Details - Extension Applied - Hired Details Fly-Out - Calendar Drop-Down - Termination Date Selected.png

  10. A similar option to step 6 will appear for you to confirm the termination.

    Bold - Job Details - Hired Details Fly-Out - Calendar Drop-Down - Early Termination Option Highlighted.png

  11. Ensure you select a reason for this early termination from the drop-down menu that will appear.

    Bold - Job Details - Hired Details Fly-Out - Calendar Drop-Down - Early Termination Chosen - End Reason Field Highlighted.png

  12. Once you have saved the termination, you will be returned to the hired details page, and a small red asterisk will appear next to the talent's name indicating the termination was applied.

    Bold - Job Details - Termination Applied - Name Highlighted.png

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