Route a staffing scope change to the right client owner

An assignment can change after the client approves an intake. A manager may add weekend coverage, require access to another system, or ask a temporary worker to take on a different work package. The account executive should pause long enough to identify what changed and who can approve it. That protects the candidate conversation and keeps delivery from acting on a hallway request.

Restate the original scope in plain language, then ask for the new duties, hours, location, access, and effective date. Some changes need a hiring manager decision; others involve procurement, security, or an authorized program owner. Send a written summary to the appropriate people before describing the revised work to candidates.

At Brightwave Finance, manager Celia said, “Can the analyst also reconcile vendor payments on Saturdays?” Account executive Noah answered, “The current intake covers reporting work from Monday through Friday. Who owns approval for the added process and schedule?” Celia said, “Our controller and procurement lead.” Noah replied, “I will capture the request and ask them to confirm the duties, access, and rate route. Once they respond, we can explain the approved assignment accurately.” Celia agreed to introduce both owners.

Use an old intake form for practice. Invent one change that affects duties and another that affects schedule. Write the exact questions needed to understand each change, then roleplay a manager pressing for a quick yes. Review your response for a factual restatement of the original assignment and a specific routing step. The exercise should leave the next owner and decision visible in your notes.