Lumary WFM - This article explains how to manually trigger the synchronisation of new assignments.
The synchronisation of assignment records brings across the contracted hours and minimum pay rate details. This information is helpful when assigning workers based on suitability.
Once an assignment has been set up for a worker, you can
- manually synchronise the information between the payee’s assignment and the worker's assignment so that it’s synchronised immediately, or
- leave it for the overnight batch job to run which will automatically sync it at a later time.
Required and supported packages
Available with: Lumary WFM (Payroll)
Supported in: Lumary DC
To manually synchronise new assignments:
- While on the payee record as part of creating a payee record, click on the Sync Assignments button on the top right.
- Once it’s been successfully synchronised, a message showing Assignments have successfully synced! will appear.
- Go to the worker record linked to the payee by clicking on the Employee name on the payee record.
- While on the worker page, navigate to the related tab named Worker Assignments and confirm that a worker assignment record has been created which matches the details from the payee’s assignment record. You should review these fields in particular:
- Start Date
- End Date
- Employment Type
- Frequency
- Hours, and
- Rate.