Ending a Worker Assignment

Objective

After completing this lesson, you will be able to end a worker assignment by closing the Worker record in SAP Fieldglass.

Ending Worker Assignments

Worker assignments can come to a close in SAP Fieldglass for a number of reasons. Typically, when the term of the worker's assignment ends, the assignment logically and automatically terminates, rendering the worker record as closed.

However, if a worker leaves an assignment early, doesn't show up, or the buyer wishes to terminate the assignment for other circumstances or reasons, the worker assignment can be manually closed. Once the work order is deemed closed, the individual worker record can be closed as well depending upon the buyer organization's operational processes.

A worker record showing the Close Worker modal window. The window contains a Reason field from which must be selected a reason for closing the worker; an End Date field where the worker's actual end date must be entered, and a comments section where optional notes can be entered.

If a Worker's assignment naturally comes to an end and no interim manual interventions are required, buyers often choose to auto-close the work order after a specified number of days, streamlining the process and ensuring they can accurately account for their current active workers.

Close a Worker

Gabriel Goldman is an accounting clerk hired by Melanie, the manager of the finance department at WorkingNet Networking, Inc., a global manufacturer of data networking equipment. He was hired for a six-month assignment at their Atlanta office but has been called for jury duty during his tenure. Because his jury service is expected to be of a significant duration, Melanie must hire another temporary accounting clerk. Before she can do that, she'll need to end Gabriel's assignment.

Follow along as she does that.

ExerciseStart Exercise

Close a Contingent Worker with Joule

In an effort to enhance the "complete" phase of the contingent operational workflow associated to Work Orders, buyers who have enabled the AI Joule Co-Pilot can directly engage and prompt the assistant to quickly close workers assigned to a contingent project or Word Order within the application. The user will be prompted for the worker’s name or worker ID and associated end date. Joule will request the actual end date, reason, and comments for the closure action to be reflected in the system. This enhancement helps reduce manual and administrative burdens, while improving the overall user experience with these types of tasks.

An image of the Contingent Workforce Management process wheel highlighting the Complete stages and a Joule Pop Up Close Worker Window example from the SAP Fieldglass UI

Summary

When a worker's assignments has completed, SAP Fieldglass typically closes the worker record automatically. However, a worker assignment can be ended manually even before the term is over.

Key Points:

Worker Record Closure: Once a work order is closed, the worker record can be closed based on the buyer's processes.
Auto-close Feature: Buyers can choose to automatically close work orders after a set number of days.
Manual Closure: Assignments can be closed manually if a worker leaves early, doesn't show up, or for other reasons.
Worker Close with Joule Co-Pilot: Provides an efficient automated process to drive worker closures through the AI interface, reducing administrative burden.
Accurate Accounting: Auto-close helps buyers accurately account for their current active workers.

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