Creating External Workforce Engagement Requests
Create an engagement request to assign an external worker to a project, with approval workflow.
[What is an engagement request?]
A formal assignment document for external workers (dispatch, outsourced) specifying role, period, and rate.
[Steps]
- 1.External Workforce → Engagements → Create New Request
- 2.Select vendor and worker
- 3.Enter project name and work description
- 4.Enter start/end dates, rate, and estimated amount
- 5.Save as draft
[Approval workflow]
Requests above a threshold may require approval (⚠ depends on tenant settings).
Click "Submit for Approval" to start the flow.
[Status flow]
Draft → Submitted → Approved → Sent → Active → Completed
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