Create Assignments from Jobs

Customers in certain states are required to report assignment information about employee jobs. The assignments feature — which also includes the ability to generate the required reports — is available as a separate module.

For districts who have this module, this information is displayed and can be edited on the Assignments tab, but the Create Assignments from Jobs  feature makes it easy to create multiple assignment records based on an employee's jobs.

Create assignments from jobs

  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 whose job you want to copy.

  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. On the Jobs tab, check the box(es) for the job(s) for which you want to create assignments, and select Create Assignment(s) from Job(s) from the More menu. When the process is complete, the Result window opens displaying successes and failures.

  6. Click Close when you're finished reviewing and/or exporting the results.

Return to Jobs Overview