For the complete documentation index, see llms.txt. This page is also available as Markdown.

Assignments

An Assignment is a managerial bundle created by a workplace or agency to configure work for a group of senders.

What's Inside an Assignment

The assignment brings together everything needed to manage contractor work:

  • Senders — Who is working (contractors, freelancers)

  • Approvers & Processors — Which Teams will review and process timesheets

  • Billing Plan — A reusable template defining how timesheets are structured (time units, tier grid per weekday)

  • Rate Plans — Per-sender payment tables that reference the billing plan (what each sender gets paid at each tier)

  • Activities — Preset work categories that appear in senders' journal

  • Client Link — Who the assignment is for

  • Invoicing Configuration — How invoices are generated (PDF or accounting provider sync)

Assignment → Workflow

When an assignment is created, it automatically generates an Assignment Workflow—a read-only workflow that senders see. This workflow shows them:

  • The approval path their timesheets will take

  • Who will review their work

  • Invoicing details

Senders cannot modify the assignment workflow; it's defined by the workplace/agency.

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