When a temporary worker needs to stay on longer than originally planned, you have two options for extending their placement. Hereβs how to choose the right method and complete the process:
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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 β 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.
βOption 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.