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You can assign certain positions to personnel, and enter relevant salary information and date ranges associated with that position. On the Personnel tab, click the type of personnel you want to enter information for.

 To add a personnel assignment
  1. Locate the personnel record you want to add assignments to.
  2. In the navigation pane, click Assignments.
  3. Click the add icon  at the top of the grid to add a new position.
  4. Enter or select any information you want to include. For details, see the Additional Field Information below.

  5. Click Save.

  

Additional Field Information

Position
Select the position for this personnel assignment. These are set up under Personnel Keywords. If this is the main job the individual performs, select Primary Assignment.

Department
Select the department that the position is categorized under. These selections are set up under Personnel Keywords.

Show On
Select which list(s) you want the assignment to show on. All assignments that you have access rights to display in the All Personnel list even if you mark a specific list.

Useful Information

All assignments that you have access rights to display on the All Personnel list even if you mark them for a specific list.

Salary
Enter the total salary the individual is paid for the year. This is only used for reference in this window.

Status
Select from the predefined list. This is used for tax purposes.

Hours Per Week
Enter the number of hours in a week the individual puts toward this assignment. This is only used for reference in this window.

Hourly Rate
If applicable, enter the amount the individual is paid per hour. This is only used for reference in this window.

Vacation
Enter the hours, days, weeks, or other unit of vacation time the individual has, such as "40 hr" or "2 wks". This is only used for reference in this window.

Email
Enter the email address where notifications about this assignment are sent. If the individual prefers to be notified via email instead of mail, select Email Preferred. If the address shouldn't be printed on reports, select Unlisted Email.

Effective Dates
Enter or select the date the individual started the position and, if applicable, the date the individual left the position.

Inactive Assignment
If the individual is no longer active in this position but you don't want to delete it from the record, you can mark it inactive. You can clear this option if you need the assignment again later.

Contract Signed
If applicable, select if the individual signed a contract with your organization.

Type
Select from the predefined assignment types.

Job Description Available
If applicable, select if a job description is available for the individual.

Comments
Enter any notes about the assignment. This is only visible to staff who have proper access.



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