Create a New Hire Policy

  • Published on Feb 24, 2025
  • 1 minute(s) read
  • cH

To create a New Hire Policy

  1. Access your Fullcast instance and switch plans if applicable.

  2. Click Manage Policies by Territory on the Policies tile.

  3. Click New Policy.

  4. Click Add Policy on the New Hire Policy tile.

Figure 1. New Hire Policy Settings

  1. Identify the effective date for the hire.

  2. Identify the new hire’s manager.

  3. Complete the Assignment Details section based on the information provided in the table below:

Option

Description

Assignment Type

The type of assignment the new hire has: temporary or normal (permanent).

Assignment Role

The role the new hire will assume.

Ramp Profile

Select a productivity profile if applicable.

Assignment Start Date

The date of the new hire.

Assignment End Date

The termination of assignment date.

  1. Click to enable the “Confirm TBx (if it exists)” option if applicable.

  2. Select the appropriate people field from the dropdown menu.

    Information:

    If a to-be-hired (TBH) or to-be-replaced (TBR) record is associated with the manager or team, the new hire will be confirmed based on selected fields. If multiple TBx records match, one will be selected.

  3. Click to enable the “When No TBx Exists” option if applicable.

  4. Select the appropriate role for the “the manager is assigned to” field.