Engaging the Worker Using SAP Fieldglass

Objective

After completing this lesson, you will be able to create a Work Order in SAP Fieldglass and complete onboarding Activity Items.

Create the Work Order

Now that we are moving ahead to the Engage stage of our contingent workflow, the next step in the process of procuring the contingent worker is hiring them by creating a Work Order. In SAP Fieldglass, the Work Order is similar to a purchase order, in that it confirms the final terms for the new workers assignment.

Creating a Work Order is generally easy, as most of the information is pulled directly from both the Job Posting and the Job Seeker records. For the most part, after selecting Hire on a Job Seeker, all that needs to be done is to review the information and, if necessary, make changes.

the setup page of the work order for Joe highlighting the Final Terms dates of employment

1	The Final Terms column indicates what the final terms are for this Work Order. This information can be edited if circumstances have changed between when the Job Posting was submitted and the Job Seeker was selected for hire.
2	What Mavis sees as Requestedis the original information that came from the Job Posting. It is used as reference to compare any changes made to the Work Order to the information stated in the initial Job Posting.

When Mavis submits the Work Order for Joe, it goes through all of the reviews and approvals that have been configured for WorkingNet.

Approving the Work Order

Screenshot of the newly submitted work order in Pending Review status, with the Progress bar widget expanded, showing the next step in the process.

When Mavis submits the Work Order for Joe, it goes through any applicable reviews and approvals that have been configured for WorkingNet.

In this case, the Work Order is routed again to the PMO to review and approve the final Work Order terms. When all approvals are made, the Work Order is sent to the supplier for acceptance and Joe’s onboarding activities can begin.

Onboarding the Worker

After a Work Order is approved, a number of activities, assets, or tasks may require completion if the buyer has configured them to be part of the onboarding and activation process. These Activity Items can include background checks, signing documentation, and requesting building access, among other things.

Once these activities are completed in the system, the Work Order can be Activated, which allows the new hire to access SAP Fieldglass.

Screenshot of the Activity Item tab of a work order, showing 2 activity items pending supplier completion.

Activating the Work Order

At WorkingNet, the Program Office is responsible for clearing all new contingent workers to start. Brian reviews the completed onboarding Activity Items for Joe and Activates the Work Order.

Watch the video to see what Brian must do to activate Joe’s work order SAP Fieldglass.

Summary

A Work Order is like a purchase order. It confirms the final terms for the worker's assignment, ensuring clarity and agreement on employment details. The workflow runs in the following order:

Creating a Work Order: When creating a Work Order, most information is automatically populated from the Job Posting and Job Seeker records.
Approving the Work Order: Next, the Work Order undergoes review and approval processes. Once approved, it is sent to the supplier, initiating onboarding activities.
Onboarding Activity Items: Any applicable onboarding tasks, such as background checks and signing documents, are completed at this time.
Activating the Work Order: After onboarding is completed, the Work Order can be activated. This allows the new hire to access SAP Fieldglass and begin their assignment.

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