Adding an assignment to an employee

Note: Assignments must be configured before you can add an assignment to an employee.

To add an assignment to an employee:

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Admin section, select Employee Maintenance.
    The Employee Maintenance screen appears in a separate tab.
    For more information, see The Employee Maintenance screen.
  3. In the employee pane, click the row of the employee you want to edit.

    For information about filtering the employee list, see Filtering employees in Employee Maintenance.
    The General tab updates with information for the selected employee.
  4. Click the Assignments tab. 
    For descriptions of the fields and controls on this tab, see Assignments tab - Employee Maintenance. 
  5. Click Add.
    The Add Employee Assignments dialog box appears.
  6. In the Assignment section, do the following to select and deselect the assignment(s):
    • To select one assignment, click an assignment.
    • To select more than one assignment, hold down the Ctrl key while clicking each assignment, or to select multiple assignments that are next to each other in the list, hold down the Shift key while clicking the first and last assignment in the group.
    • To select all assignments in the list, click Select All.
    • To deselect all assignments in the list, click De-Select All.
  7. To apply a rank to the selected job(s), from the Rank drop-down list, select a numeral.
  8. Click Add.
    The dialog box closes, and the assignments are added to the Assignments tab.