When a worker has completed their assignment or needs to be removed from a job, use the following instructions to close the worker in the system and end their assignment.
Watch the video tutorial here:
Step-by-step instructions:
- To close a worker, choose Workers from the left sidebar.
- Search for your worker and click on their name to open their profile.
- Change the status to the applicable status.
Pro tip: Once you have selected a status if a refill job posting is needed, you can create one, and select the vendor(s) that will receive the posting. This will be an exact mirror of the position you are closing. - Enter an end date, end reason, and include any necessary end notes (this section is not required but is a free text field so that you can add anything specific about this worker's assignment.
- Click Save Changes once complete.
- At this time, the system will notify the agency the worker is associated with to let them know the assignment has ended. Also, your vendor(s) will receive an email if a refill posting is created.
If you need any additional assistance with closing a worker, please reach out to SimpleVMS support at 888-255-8918 ext.2 or support@simplevms.com