Position Management - Manage Employee Assignment

Use the Employee Assignment section to add, edit, unassign, and delete an employee assignment.

You can perform the following tasks:

  • Assign an employee to a position
  • Edit an employee assignment
  • Unassign an employee
  • Delete an employee assignment
 

Add an Employee to a Position

You can assign any active user to a Position.

To assign an employee to a Position:

  1. Select the Positions tab and select the appropriate Position.
  2. In the Employee Assignment section, select Add Employee Assignment.
  3. Complete the following:
    • Effective Date - The date for this assignment. This date can be in the past, present, or future.
    • Primary Incumbent - Whether this employee is currently in the position.
    • Primary Position - Whether this is the employee's primary position.
    • FTE Utilized by Employee in this Position - The FTE for this employee for this position. Options are 0 and 1 and any value in between within two decimal points. Decimal points round up.
    • Incumbent - The assigned employee.
    • Notes - Additional information.
  4. Click Add. The assignment information is saved to the Employee Assignment section in the appropriate overview area and the details table.

Edit an Employee Assignment

To edit an employee assignment, select Edit for the appropriate item, make the necessary changes, and select Save.

Delete an Employee Assignment

To delete an employee assignment, select Delete for the appropriate assignment, then select OK on the confirmation message. The selected employee assignment is removed from the table.

Note: You cannot delete a current employee-position assignment. The employee must be unassigned from the position first before the employee-position assignment can be deleted.