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Placements

Placements are often used to record/represent non-supervised work experience or work placements. They can be linked to the client's contract or training agreement, or associated with a non-contract enrolment or occurrence enrolment. Alternatively a placement can be recorded as a 'loose' placement not linked to any specific training activity against the client itself.

Client Placements are viewable in the Client Manager. Contract or enrolment-based placements are shown in the Placements tree underneath the relevant contract or enrolment:

All of a person's placements, contract / enrolment-based or otherwise, are shown in the Placements (all) tree for the selected client:

Placements can also be viewed in the Employer Manager by selecting the employer and expanding the appropriate Placements tree:

You can add a placement by right-clicking on any Placement heading and choosing Add Placement:

This will display the Placement Wizard:

  1. Choose the contract or enrolment that the placement relates to (it can only be linked to one or the other; it cannot be linked to both). Traineeship placements must be linked to a contract. Leave this blank if the placement is not connected to any specific training activity.
  2. Select the Host Employer from the selection list of employers in your database. Click the button on the left to make a new one on-the-fly.
  3. Select the contact person from the selected employer if applicable. Click the button on the left to make another on-the-fly.
  4. Set the start and finish dates for the placement. You will be warned if these dates overlap with another placement for this client.
  5. Select the supervising staff member (optional) from the selection list of staff in your database.
  6. Optionally enter the wage rate, charge rate and hours.

Press Next and Finish to create the placement.

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