In the scenario where a candidate needs to be extended on a job (and you aren't using Tracker timesheets) and you may need to update the placement details, follow the below instructions:
Full Extension
- This will allow you to update Placement Details (such as ownership, burdens etc.) + the tasks a candidate is currently booking time to (Regular Hours, Overtime, etc.)
- This will track the history of your changes for reporting as well.
1. Click into the Placement > Action > Create Extension
2. Next you'll want to select the Full Extension option, as that will allow you to replicate the placement record and update more details than just rates and dates (Ex: Placement Ownership in case that changed, or burden etc.)
3. Select your extension dates & check off "extend tasks which align with current placement end date" if you would like the timesheet task dates to be updated as well:
4. You will receive this notification once you click 'create extension'
5. When you go back into that placement record, it will display Version 2 or the "extended" placement. From here, you can update the placement's rates, burden, ownership or any other necessary details:
6. You can toggle back and forth between placement versions two different ways.
-The first, by clicking into the Action button in the placement record, selecting "Placement Versions" and choosing the version you'd like to view (you may have many!)
-Or by opening the Placement Record separately and toggling between versions by clicking here:
