Create a New Assignment

Review Assignment Related topics.

To create a new assignment:

  1. Go to the People area or Roster and locate the person.
  2. Click on the person to enable your options.
    • From the People area > click Person Name >

      Select Edit...

    • From the Roster > click Person Name > Select Person.

    The selected person’s record displays.

  3. Go to the Assignment tab.
  4. Click Add to create a new assignment.
  5. Review the fields. The system will auto populate required fields. A Shift and the first three levels of the organizational structure are required. Modify the fields as needed.

    Select <none> at the desired level and where provided to denote unassigned personnel.

  6. Click Save.
Parent topic: People Information