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Close a Job Detail (Contract)

Close a Job Detail (Contract)

The Job Details tool is found under the "Scheduling Setup" drop down menu on the ribbon in the Relationship Management Module for Employers.

Select the Job Detail you wish to close. Click the Edit tool in the Main Display Area to open the Setup a Job Detail screen.

Edit the Job Detail's End Date to the last date of service/the date you want to use as the close date. NOTE: Make sure you have the date and year correct.

A Job Detail is valid until 11:59pm of the day chosen as the End Date.

Click Save. A prompt screen will pop up to ask if you are sure, and to advise that all schedules outside of the Job Detail's updated date range that do not have actual hours will be removed.

In most cases you will want to select Yes. Selecting Yes will

  • adjust the end date of the Job Detail, and
  • remove schedules created from this Job Detail if they are to occur after the revised End Date AND they do not have actual hours.

 

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