Assignment reclassification

Assignments are a key data point your program tracks in Beeline Enterprise. Assignments help you track who is working on what, where, when, and for whom. They’re usually classified by job class, job title, rate card category, supplier, and more.

Assignments in Enterprise can be for contingent staffing, services procurement or resource tracking. Sometimes they’re amended to adjust for changes in scope. Or even reclassified to account for organizational changes or job class realignments.

How It helps

Assignment Reclassification allows you to:

• Maintain accurate workforce analytics by aligning assignments with updated job taxonomy.
• Avoid unnecessary requests by updating existing assignments instead of creating new ones.
• Ensure flexibility with options to retain or update rates when job titles or categories change.
• Keep systems synchronized through support for standard worker download integrations.

Persona

Clients and program office users

Understanding when to amend or reclassify assignments

As your business adjusts to market demands and project needs, you may need to alter assignments. As a program office user, you have options for managing job changes. You can amend or reclassify assignments.

Which action you choose depends on what you want to change.

Learn about reclassifying

Reclassifying helps you streamline updating assignments to reflect role or job taxonomy changes. Plus, it eliminates the need to unnecessarily create new requests and ensures accurate workforce analytics.

You can reclassify assignments to different job title or job class only within the same industry. If you want to reclassify an assignment to a different industry, you must create a new assignment.

Here’s what you can change when you reclassify an assignment: assignment category, job title and rates.

Understanding rates

When you reclassify an assignment, rates on the assignment are automatically updated to the rate card matching the new category or the new job title. But the Rate Card associated with the original category or job title isn’t affected.

In addition, the Retain Rate option gives you flexibility: you can change the category or job title without automatically updating the rates, preserving the current assignment rates tied to the original category or job title. That option doesn’t impact the Rate Card associated with the category or job title.

When you reclassify an assignment and change rates, the rate modifications are processed the same way as when you amend an individual assignment.

Your Enterprise VMS offers numerous features and options for managing and calculating rates to accommodate paying your workforce wherever they are. Currently, you cannot retain rates on assignments procured through Direct Sourcing nor when you’re reclassifying assignments with the following rate configurations. All other rate configurations are supported.

Rate configurations where you cannot retain rates: Matrix

Configuration considerations

When you reclassify an assignment, your standard business processes and workflow still apply. In addition, you can reclassify an assignment and impact the pay rate when your program is using the trueRATE 2.0 and/or Beeline Rate, Time, & Expense (RTE) features.

Worker download integrations

Support for assignment reclassifications in standard Worker Download (WDL) integrations depends on your configuration. To include these changes in your WDL output, submit a Service Request so your setup can be reviewed and tested. Standard WDL integrations (API, Connector, and flat file) may support full or delta updates based on configuration.

How to steps

1. From the Simple Search option at the upper right of your dashboard, select Search Assignments, enter the assignment ID, and then select the assignment you want to view. An Assignment Details page displays.
2. From the Assignment Menu, select More Actions > Reclassify. The Modify Assignment page displays.
3. Complete these steps from the Modification Reason section:
   1. Make sure the correct explanation is selected in the Modification Reason list.
   2. Add remarks in the Comment field.
4. Complete these steps from the Reclassification section:
   1. Use the Effective Date Calendar to define when the change takes effect.
   2. From the Job Class list, choose the applicable class.
   3. From the Job Title list, choose the applicable position title.
   4. From the Rate Card Category 1 list, choose the option you want. Usually, RCC1 is associated with a specific region in your program.
   5. From the Rate Card Category 2 list, choose the option you want. Usually, RCC2 is associated with a specific rate type, such as hourly, daily, monthly, and more.
5. Use one of these options to choose how you want to handle rates:
   • To keep the current assignment rates, select the Retain Current Assignment Rates checkbox.

     OR

   1. To change rates, select the Assignment Rates > Modify link. A Rate Card Screen dialog displays.
   2. Modify the rate as needed.
   3. Select Save to apply your rate changes and close the Rate Card dialog.
6. Select Next. Your changes are validated, and the Modify Assignment page displays so you can verify your updates.
7. Select OK to apply your changes and exit the Modify Assignment page. A dialog displays prompting you to confirm your changes.
8. Select OK. The assignment is reclassified, and you’re returned to the Assignment Details page.