Assignments

Open this screen in Saral/hr/assignments

Where a CIS subcontractor's terms differ on one project from the rate on their profile. Every CIS worker is on every project already, at the standard defaults; an override names a different cost code, pay type, invoice cycle, rate or weekend rate for one worker on one project, and the attendance → invoice calculation reads it. Professionals, employees and agency staff are not here — they are invoiced outside this pipeline. Read with sub.view; an edit needs the same key the worker record does.

You enter

On one worker's row for one project, when it differs from the default: the cost code, pay type (Daily, Hourly, Monthly fixed), invoice cycle (Monthly, Bi-weekly, Weekly), the rate, a Saturday day rate and a Sunday day rate (blank = same as the weekday), and whether the assignment is active.
Which rows to look at: filter by name or role; All, Override or Default; expand or collapse the workers.

Saral fills in

The standard defaults for every worker-and-project pair that has no override: cost code CIS Labour, hourly, bi-weekly, the hourly rate derived from the profile's day rate divided by the standard day's hours, Saturday and Sunday the same as the weekday.
Every CIS worker on the books and every project in the group, so a new project is on every worker's list the day it is created, with no row to add.
The count of overrides across all subcontractors, and per worker the number of projects and how many are overridden.

It produces

The rate, cost code and cycle the engine uses when it turns a day on the Site Register into a timesheet line for that worker on that project.
A record of who is paid differently where — the Override badge on the row, with Reset to return to the standard.

What this page is for

A subcontractor usually works at one rate wherever they are sent, and that rate lives on their profile. Sometimes a job is different: a project pays a higher day rate, bills weekly rather than fortnightly, codes to a different cost code, or pays a premium on a Saturday. This page is where that exception is recorded, once, against the worker and the project, so the engine that builds timesheets from the Site Register picks it up without anybody remembering. It is deliberately a list of exceptions over a sea of defaults: a row that nobody has touched is the standard, and it says so.

What a row carries, and how the engine reads it

Cost code is the ledger line the labour is coded to (CIS Labour unless changed). Pay type decides whether a day on the register is valued by the day, by the hour or as a fixed monthly amount; the rate shown is the one that applies to that type, and an hourly rate derived from a day rate uses the account's standard day hours. Invoice cycle decides how the worker's attendance on that project is cut into timesheets — monthly, bi-weekly or weekly — unless HR → Settings → Timesheets & Invoicing is in consolidated mode, where the account's cycle applies to everyone. Saturday and Sunday are whole-day rates: a Saturday on the register pays the Saturday rate, and blank means the weekday rate. Active off keeps the row but stops it applying.

What this page is not

It does not decide who works where — every CIS worker is on every project, and site assignment for the Site Register is done from the Workers register's bulk actions. It does not set the profile rate — that is on the worker's record, and Rate History tracks its changes. It does not touch professionals, employees or agency staff: a professional's fee and an employee's pay are facts on their record, employees are paid through your payroll app, and the agency's invoice is checked against the hours the placement allocates. And it never calculates CIS on its own — deduction is applied on the invoice, by the worker's verified CIS rate, and the CIS return is done in Xero.

Where the settings live

The standard day hours a day rate is converted with are HR → Settings → Time & Pay. The timesheet mode and the account-wide cycle that can override a row's cycle are HR → Settings → Timesheets & Invoicing. The projects on offer are HR → Settings → Sites. A worker's default rate and pay type are on their own record, and their CIS deduction rate on the CIS page.

Next screen: /hr/attendance

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