How to Create an Assignment

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.