Release management

The Release tool is a tool for efficiently releasing Associates from current Assignments when they are no longer needed, making them available for other projects.

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Set a Release for an Associate 

There are 2 ways to set a release for the Associate: on Planner and on the Release page

📓On the Release page you can create a release from all assignments for the projects. On the Planner, you create a release only for the chosen assignment.

Pre-conditions: 

1. You can create a release only for the Associates who has active assignments in ERP for current or future dates.
2. You cannot create release in the past

ℹ️The following permissions are needed there: Request and release a team member View all requests and releases or View only my requests and releases Edit requests and releases Set resolution of the requests and releases

Here’s a step-by-step description of the flow:

1. Initiate Release:
   1. On the Planner:
      1. Navigate to the Planner tab: Go to the “Planner” section 
      2. Identify the needed assignment: Locate the associate you want with release from the projects. You can use the search function to find the associate quickly.
      3. Open the Assignment Menu: Select the assignment by clicking on its row.
      4. Click on the Burger Menu: In the top-right corner of the admin panel, click on the burger menu (three vertical dots) and select the “Set Release” option.

1. On the Release tab
   1. Navigate to the Availability → Releases Tab: Go to the “Availability” section and select the “Releases” tab.
   2. Click “Create Release”:
      1. The process starts by clicking the “Set Release” button.
      2. Note: Ensure the Associate has an assignment for the needed dates.

2. Select Project and input details:
   1. Choose the relevant project for which the release is being made.
   2. Input details such as the Department, Team member, and Last day on the project, Member informed.
   3. Release Type Decision:
      1. If the workload is less than 40 hours: Choose a part-time release.
      2. If the workload is 40 hours or more: Choose a full-time release.
   4. Input feedback about the associate impact and assessment a soft-skills on the project such as Performance, Team communication, Client communication, English skills, Performance to salary ratio, Issues
3. Click Send

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Part-Time Release Process:

Part-Time Release Resolution:

A part-time release can either be:

• Removed:
  • The assignment end date is not changed
  • The assignment becomes editable; 
  • A new release can be created.
• Accepted: If Accepted, check whether the contractor has available work hours (8h) for the next 7 days.
  
  • If the contractor has available work hours after the release date:
    • The assignment end date is changed to the Release date;
    • A part-time assignment for the Associate is created on the project;
    • A part-time assignment of the contractor is created on the project or bench for the next 7 days.
      
  • If the contractor has no capacity after the release:
    • The assignment end date has been changed to the release date.
    • A part-time assignment for the Associate is created on the project.

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Full-Time Release Process:

Full-Time Release Resolution:

A full-time release can either be:

• Removed:
  • Similar to part-time, where the assignment end date is unchanged, 
  • The assignment becomes editable for future releases.
• Accepted: If Accepted, check for contractor availability after the release date.

• If the contractor has available work hours for the next 7 days:
  • The assignment end date is changed to Release
  • The Associate is assigned to Bench for the available hours on the next 7 days.
• If there is no capacity after the release
  • The assignment end date has been changed, but no further assignments have been made.

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Edit a Release for an Associate 

1. Navigate to the Availability → Releases Tab: Go to the “Availability” section and select the “Releases” tab.
2. Click Pencil icon at the end of the row for a needed Release:  To open the edit page, please click on the Pencil icon.
3. Modify Field Values: You can edit only the next information
   Last day on the project
   Release type
   Member informed
   Comment
4. Save Changes: Click “Save” to apply and save the changes.

The same logic of processing different types of releases applies when editing an existing release.

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Additional functionality

There are abilities to view history, open feedback, and view assignments on the Planner.