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The Consultant Card

Get a full overview of each consultant’s profile, tenure, assignments, and activity history.

Written by Hanna Egeman
Updated over 3 months ago

The Consultant Card gives you a complete overview of a consultant’s profile, tenure, assignments, and activity history so you can manage ongoing engagements, stay compliant, and keep everyone aligned in one place.

What you’ll find in the Consultant Card

A picture of how a consultant card can look like. It's displaying basic info and five assignments. A couple of activities are also shown to the right of the card.


Consultant overview

At the top of the card you’ll see key details at a glance, such as:

  • Name and status

  • Personal identifier

  • Contact details like email

  • A quick menu ⋮ for additional actions like Edit and Add assignment

A picture showing the first part of the consultant card displaying the name, identification number and email of the consultant. It also shows the current status, Active in this case. It can also say "Not active"


Tenure (working time overview)

The Tenure section helps you understand how long the consultant has been engaged and supports follow-ups that depend on time in assignment.


A picture of the second part of the consultant card, Tenure. Three different headers; Original starting date, Total tenure and Tenure LAS rolling 36 months.

Typical fields include:

  • Original starting date indicating when the consultant started their first assignment in you organisation. This is important to understand to follow LAS regulation if you are a Swedish company.

  • Total tenure keeps track on how long the current coherent assignment period is.

  • Tenure LAS Rolling 36 months helps you track how long the consultant has been assigned to the same operational unit. If they exceed 24 moths within a 36 month period, the LAS regulation applies and requires action from you. 


If the rolling tenure shows a warning indicator, it usually means some underlying assignment data needs attention to calculate tenure correctly.

Consultant Assignments

The Assignments section is where you manage and track the consultant’s assignments; active, completed and upcoming.

A picture showing the third part of the consultant card, the list of assignments a consultant has been active in. This picture shows three, one ongoing and two completed. It also displays the "+ Add" button.


You can typically view a list of assignments with:

  • Assignment name

  • Status (e.g. Not started, Ongoing)

  • Start and end dates

  • Duration


Add assignment

Add a new assignment using the +Add action. This can for example be used when a consultant has completed an assignment before you started using Fill, that you need to consider. This should not be used for extending a contract of a consultant who's assignment has been pro-longed.

Open the assignment menu (⋮) for actions related to that assignment, such as extending [link] and editing [link].

This makes it easy to understand capacity, overlaps, and what’s coming next without jumping between tools.



Data quality & compliance prompts

When something important is missing, Fill flags it directly on the Consultant Card.

For example, you might see a banner like:

  • “Assignments within the past 36 months are missing classification data. Please update.”

These prompts help you catch missing information early, keep records complete, and ensure reporting and tenure calculations stay reliable.

Activity log

Activity

On the right, the Activity panel shows a chronological log of key events connected to the consultant and their assignments grouped by date.
You’ll typically see entries such as:

  • Contract created

  • Assignment extended

  • Contract updated

  • Who made the change (person or system) and the timestamp


This gives you a clear audit trail for what happened, when, and by whom.

Comments
Switch to Comments to communicate and document decisions with your team.

Use comments to:

  • Share updates with stakeholders

  • Capture context around extensions or changes

  • Leave notes that should stay attached to the consultant record

The message field (“Write to team…”) keeps communication tied to the consultant so context doesn’t get lost.


Best practices for using the Consultant Card

  • Keep assignments up to date: Accurate dates and statuses improve planning and reporting.

  • Resolve warnings early: Missing classification or required fields can affect tenure and compliance views.

  • Use Activity for traceability: When something looks off, Activity is the fastest way to understand what changed.


Frequently asked questions

What is the difference between a request and a assignment?

A request describes what you’re trying to fill, what you’re looking for and why, and an assignment is the actual engagement and placement of a selected candidate/consultant.


​Why am I seeing a warning about missing classification data?

Some assignments are missing required fields (often classification) that are needed for correct tenure calculations and reporting. Update the flagged assignments to remove the warning.

​What’s the difference between Activity and Comments?

  • Activity is an automatic system log of events (audit trail).

  • Comments are manual notes for collaboration and decision context.


Who can add or edit assignments on a consultant card?

That depends on your organisation’s permission setup. You only have access to consultants where you are the manager of an assignment.

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