In this tutorial, we'll walk you through the process of creating an assignment to our portal. Let's get started!
1. Accessing the Assignments Tab
- Begin by navigating to the assignments tab located in the navigation bar.
- Click on "Add Assignment" to initiate the assignment upload process.
2. Assignment Details
- Confirm the currency and add any necessary external references.
- Choose the desired brand and add a commission for a sales consultant if applicable.
- Click "Add Assignment" to proceed.
3. Filling Out Assignment Details
- Under "Details," click "Add Assignment Details."
- Enter the start and end dates along with the job title.
- Click "Save" to add or edit the draft. You can also edit by clicking the three dots and selecting "Edit."
4. Setting Commission and IR 35 Regulations
- If commission wasn't set previously, you can do it here.
- Ensure compliance with IR 35 regulations if applicable.
5. Adding Client Information
- Choose an existing client or enter details for a new one.
- For a detailed guide on uploading clients, refer to our help centre video.
6. Adding Time Sheet Authoriser
- Select an existing authoriser or add a new one.
- Optionally, add a PO number and adjust invoice requirements.
7. Adding Workers
- Choose an existing worker or add a new one.
- Specify if the worker is employed by your business or a third-party supplier.
8. Setting Rates and Frequency
- Enter pay rate, charge rate, and unit of measure.
- Set time sheet frequency and expense permissions.
9. Finalising and Sending the Request
- Review all requirements to ensure accuracy.
- Click the link to send the request to join the time sheets portal.
- Once the worker accepts the invite and logs in, they can input or upload their time sheets.
10. Additional Resources
- Explore our tutorial video on requesting funding for invoices and assignments.
- Browse through other helpful tutorial videos available in our help center.
Need help?
You can raise a Support Request directly in SonoPlatform by creating a help centre ticket. This system ensures your request is handled efficiently by the right team, with clear response times and status updates.
Discover how to create a support ticket here.