Equus Software

A “user” is an individual person who has been set up with a role to access the AssignmentPro system.

What is a User?

A service is anything allowed within an assignment/relocation policy (e.g. allowances/payroll elements). Services can be configured per client requirements.

What is a Service?

This refers to the details and services allowed/provided to an employee while on assignment (e.g. allowances/payroll elements, vendor services, etc.). Policy templates can be configured within Assignm

What is a Policy?

This is a term used to describe an assignment/relocation that is ending

What is a Leaver?

This is a term used to describe a new assignment/relocation.

What is a Joiner?

This refers to the instance when an assignment/relocation is “extended” past its original completion date.

What is an Extension?

The Compensation Data Repository (CDR) is a multi-record assignment level data table is available to capture miscellaneous assignment-level compensation data or line item overrides as needed.  This da

What is the Compensation Data Repository?

A billing entity (often called project numbers, codes, GL accounts, etc.) is a configuration at the company level that can be used to allocate assignment-related costs and issue invoices within…

What is a Billing Entity?

This term is used when referring to a system process that handles multiple records at one time, such as generating effective compensation worksheets for a payroll, distributing assignment packages, or

What is a Batch?

An “assignment” or “relocation” (used interchangeably within the AssignmentPro system; also known as business trips, moves, or files) is the movement of an employee from one location (home) to another

What is an Assignment / Relocation?

This is a component of the software often appearing as a box with data, charts, or hyperlinks that enables the user to perform a function or access another section of…

What is a Widget?

A service order is a notification to a vendor to request their engagement for an assignment/relocation.

What is a Service Order?

This refers to a user’s permission to the AssignmentPro system. There are various roles which have varying access levels depending on the security configured per client requirements.

What is a Role?

A resource is a user in which a resource role is associated to be responsible for completing a checklist task or receive a quick workflow notification within the AssignmentPro system.…

What is a Resource?

A quick workflow is an AssignmentPro configuration that allows the system to automatically notify individuals of pending events or important dates related to an assignment/relocation, authorization, b

What is a Quick Workflow?

This is the view of the AssignmentPro screens available to the user. Different user types will have different portals based on role security.

What is a Portal?

There are several fields in the system that have an associated “effective date.” This date is used to indicate when the data in that field is active. This can impact…

What is an Effective Date?

A compensation worksheet is a report created to define an employee’s pay for a given pay period, often provided to payroll for processing.

What is an Effective Compensation Worksheet?

A dashboard refers to the space in AssignmentPro pages where widgets can be placed. A page can have a default dashboard layout and multiple dashboard layouts to choose from. There…

What is a Dashboard?

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