You can enable the application to automatically create an engagement for a worker
position when they are assigned to a project. This allows of enhanced tracking of worker
details on the project, and enables faster configuration of engagements. Project worker
engagements are created and set to 'Filled', meaning that they do not need to complete
the request/sourcing workflow if there are no onboarding items configured for project
workers.
Note: Project worker engagements are a specific requisition type that must
be enabled for a client organization. Onboarding, custom fields, and other project
worker engagement specific functionality does not apply to project workers tracked
within a project engagement.
Project worker engagements are 'child' engagements of a project engagement. When created,
all project position details flow into the project worker engagements, but you can edit
the worker details at the worker level as needed. When you edit worker related details
on the project quote level, the changes flow to the child engagements. You can also
define project worker custom fields that do not appear on the parent project
engagement.
Note: Project worker engagements support effective dating. If
you need to make changes to a field, you have to enter the effective date. If you do
not enter the date, the system defaults the effective date to the current date (the
date the change was made). You can view change history by clicking the
History icon in the relevant section to open the
History popup.
Since project worker engagements are 'children' of a parent project engagement, you
cannot close a project until you have closed all associated project worker engagements.
You can use the Bulk Update functionality to close all worker engagements. For more
information about using Bulk Update, see Engagement Bulk Functions.
Project worker engagements are displayed separately from the parent project engagement,
allowing faster access.
Clicking on the engagement number (Requisition Number column)
opens the project worker engagement, and only displays details for that child
engagement. You can view associated billing, onboarding/offboarding items (if
configured), and engagement activity for that specific worker.
Project worker engagements also allow a client manager greater visibility in the approval
process. All billing items submitted by a project worker are displayed individually to a
client manager assigned to the project on the Time + Billing
page. For more information about this page in the Manager view,
see Time + Billing.