Workspace table
Placements
The Placements table stores longer running assignments: a worker placed with a client, facility, or job for a period of time. Staffing operations use placements as the contract level record that shifts, pay, and billing hang off.
Illustrative example
From placements to a useful workspace
- 01
Start with a table
Placements
- 02
Build a workspace
Active placements
- 03
Focus the view
Active
A suggested way to organize your information. This diagram is not a product screen.
What belongs in this table
- 1Active placements linking a worker to a client and role.
- 2Start and end dates that drive renewal and ending soon queues.
- 3Pay and bill rates specific to the placement.
- 4Placement history for rehires, references, and reporting.
Fields to understand
Your account may use different field names and permissions. Use these examples to understand what each field contributes.
- Worker
- Link to the placed User.
- Client or facility
- Where the worker is placed.
- Job or role
- Link to the Job order or Job Role being filled.
- Start and end date
- The placement window; drives ending soon workflows.
- Pay and bill rates
- Placement specific rates that override role defaults.
- Status
- Pending, Active, Ending soon, Completed, or Terminated.
Ideas for your team
List
Active placements
Every running placement with rates and dates.
List
Ending soon
Placements to renew or backfill before they lapse.
List
Placements by client
The book of business grouped by client.
Example tabs
- Active
- Starting soon
- Ending soon
- Completed