Steps of replacement process
The table below explain the steps in the replacement process, from creation up to the end. Steps for assignment and confirmation of a replacement are explained later in this section, and will vary depending on the type of replacement (punctual replacement or schedule of a grouped replacement).
Steps for invoicing and pay will be explained in details in the "Accounting" section.
STEP AND ACTION |
REPLACEMENT STATUS |
|---|---|
A client makes a replacement request |
|
▪Create a replacement in the system |
Vacant |
▪Assign a candidate |
TBC |
▪Check the confirmation box of the candidate and the client. |
Filled |
The client cancels the replacement request |
|
▪In the column "Status” use the magnifying glass to change the status to "Client cancelled" |
Client cancelled |
The candidate cancels his assignment or is absent |
|
▪In the column "Status" use the magnifying glass to change the status to "Candidate cancelled" or "Candidate absent" |
Candidate cancelled
OR
Candidate absent |
The replacement is completed |
|
▪The candidate and the client must confirm the worked hours |
Filled |
▪The hours worked have been confirmed by the candidate and by the client: check the box for the hours confirmation |
Ready to be processed |
Billing the client (the replacement is under the tab "Billable items", in the Invoicing management window) |
|
▪Select the replacement and click on the button "Invoice selected items" |
Invoiced |
Candidate pay (The replacement is under the tab "Requests to pay" of Payroll management window. |
|
▪Select the pay period, then tick the replacement, click on the button "Insert in a pay", complete the pay and transfer the data to the payroll department. |
Paid |
The candidate's pay and invoicing of the client are done. |
Completed |
