When a temporary worker needs to stay on longer than originally planned, you have two options for extending their placement. Here’s how to choose the right method and complete the process:
🤓 Tip:
Use Option 1 for short-term extensions to keep records simple and for additional shifts within the original placement.
Use Option 2 for long-term extensions to maintain clear booking history and where a change has been applied to the original placement information.
Use Option 3 if you want a new placement, but don't want an extension link.
Option 1: Extend an Existing Placement Record
Use this option when:
The extension is short-term (a few days or weeks).
You want to keep the same placement record.
Steps:
Set Your Extension Rules:
Go to Settings in the Scheduling 2.0 screen.
Enter the number of days that determines when a new placement record should be created.
Example: If you set 14 days, any extension within 14 days of the last shift will update the existing record.Click Done to save.
Add Extra Shifts:
In Scheduling 2.0, display the job where the temp is placed.
Click the three-dot icon ⠇ in the job details box and select Add Shifts.
Enter the new start and end dates, add shifts, and click Save.
Assign the Worker:
Drag and drop the temp onto the new shifts or use Multi-fill for multiple workers.
The existing placement record will update with the new end date and shifts.
Option 2: Create a New Placement Record
Use this option when:
The extension is long-term (months).
You want a separate record for the new booking.
⚠️ Important: when you use this Placement Extension process (option2), the system creates a copy of the original placement. Users must then edit the new placement with any required changes such as rates or contacts.
Steps:
Go to Placements/Contract Placements.
Select the placement(s) to extend, click Action, then Extend Placement(s).
In the Extend Placement screen:
Adjust the start and end dates.
Edit shift patterns if needed.
Optionally, select a reason for the extension.
If extending multiple placements, copy details down using the arrow icons.
Click Confirm Extension(s).
(Optional) Add tasks for follow-up actions.
Click Save. A new placement record will appear with updated dates and shifts.
Option 3: New placement without extension link
Go to Placements/Contract Placements.
Select the placement(s) to extend, click Action, then Extend Placement(s).
In the Extend Placement screen:
Adjust the start and end dates.
Edit shift patterns if needed.
Set number of days to 0.
Click Confirm Extension(s).
Click Save. A new placement record will appear for the same applicant for the new period.