Assignments

The Assignments tab on the Edit Employee popup is used by customers in certain states to gather information required for state reports.

You can add, edit, and delete assignments on the Assignments tab, but you can also use the Create Assignments from Jobs feature on the Jobs tab to quickly create multiple assignments based on an employee's jobs.

Add assignments

  1. Select Manage Employees from the Human Resources menu, and that window opens.

  2. Use the Search feature or a filter to display the employee you want to edit.

  3. Click the Display Name link, or check the box for the employee, and click Edit. The Edit Employee popup opens.

  4. If needed, close the collapsible sections to make it easier to see the tabs at the bottom of the popup.

  5. Click on the Assignments tab.

  6. Click Add, and the Add Assignment popup opens.

  7. Complete the fields as described. Required fields are marked with a red asterisk (*). Fields marked OBSOLETE can be ignored.

  8. Click Save if entering only one assignment, or click Save and Add to enter additional assignments for this employee.

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Return to Manage Employees Overview

 

Edit assignments

Note: If you used the Create Assignments from Jobs feature to create an assignment, the following fields will have been completed, but they may be edited: job name, FTE, start & end dates, contract days, hours per day, hourly rate OR salary, job class code, and SPED assignment flag (where applicable).

  1. Select Manage Employees from the Human Resources menu, and that window opens.

  2. Use the Search feature or a filter to display the employee you want to edit.

  3. Click the Display Name link, or check the box for the employee, and click Edit. The Edit Employee popup opens.

  4. Click on the Assignments tab.

  5. Check the box(es) for the assignment(s) you want to edit, and click Edit. The Edit Assignment popup opens.

  6. Complete and edit the fields as described above.

  7. Click Save if editing only one assignment, or click Save and Next to edit additional assignments for this employee.

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Return to Manage Employees Overview

 

Delete assignments

  1. Select Manage Employees from the Human Resources menu, and that window opens.

  2. Use the Search feature or a filter to display the employee you want to edit.

  3. Click the Display Name link, or check the box for the employee, and click Edit. The Employee Details window opens.

  4. Click on the Assignments tab.

  5. Check the box(es) for the assignment(s) you want to delete, and click Delete. You're asked to confirm the action.

  6. Click Yes.

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Return to Manage Employees Overview