Set the terms behind every worker assignment

Create an engagement for each assignment, program, project, client, or role. It keeps the worker, scope, terms, rate card, requirements, and approval path tied to the work.

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Start from a common setup and change what differs

Build a template for a common role, client program, or project, then change the terms unique to an engagement. A worker can hold more than one engagement at a time.

Clinical staffing templateTemplateW⁠-⁠9 tax form · license · background checkRate card · $68/hrApproval · Ops reviewICU Nursing · HarborviewFrom template+ Certificate of insuranceTelehealth Counseling · RowanFrom templatePer-session rate · $42

Keep the terms that applied to the work

When a rate, date, requirement, or scope changes, Wingspan records what changed, when it took effect, and which work it applies to. Earlier terms remain on the record.

ICU Nursing · HarborviewTerms history
Rate changed · $68 → $72/hrEffective Dec 1 · applies to work after that date Prior terms kept on the recordNov shifts stay priced at $68/hr under the earlier agreement

See the commercial picture for every engagement

Review active engagements, payment history, client billing, worker cost, and margin by client, program, project, or assignment.

Rowan Telehealth · November
Client billed$148,200 Worker cost$121,400
Margin$26,800 · 18.1%

Connect the engagement to the next step

Use Work logging & rate cards to capture and calculate work. Use Requirement approval workflows when a person needs to review a requirement before eligibility changes.

From the engagement Work logging & rate cards Requirement approval workflows