Engagement data is persisted in the system, and 'open' engagements remain in view until
they are closed. Engagements are left open for a multitude of business reasons,
including future extensions (revisions) for workers while approvals are pending. When
closing an engagement, you assign a status reason, giving more granular information.
Leaving an engagement open preserves the data integrity of the original engagement. In
the case where an extension is made, all of the same data is used, and the extension
does not affect the timecard/billing workflow.
Closed reasons, which are required when closing an engagement, are configured
for staffing and project requisitions separately. For more information about configuring
reasons, see Reasons Configuration.
Payroll and staffing engagements can be closed manually. This sets the actual end date on
the engagement. Closed engagements are available in reporting. For more information on
closing engagements, see
Manually Close an Engagement. A client
organization can also be configured to allow the system to automatically close
engagements based on the estimated end date.
Note: You can use the Bulk Upload function
to close engagements. This function uses a template file to close one to many
engagement records. For more information on this workflow, see
Bulk Upload.
Note: If you are using project engagements
with child project worker engagements, you must first close the child worker
engagements before you use Bulk Upload to close project engagements.
Note: You
cannot use Bulk Update to close multiple engagements.
Surveys can be sent from closed engagements by clicking 
. You can locate the closed engagement by using the each
functionality. For more information about searching for engagements, see Search Function.
Request/engagement data can be reused. Reusing an engagement reuses the request data
configured for the filled engagement. For more information about reusing engagement
data, see
Reusing an Engagement.
Note: You can modify
a staffing engagement's Actual End Date field after the
engagement is in the 'Closed' status. Clicking Edit for the
Schedule section makes the field editable. When the
engagement is closed using any method, the Actual End Date
field defaults to the date that the close action was applied.