Configuring for Unassigned Personnel

Unassigned personnel are staff members that are scheduled to work but do not have a location of work until a system administrator gives them a home assignment.

Rule of Thumb:

There are two methods for configuring unassigned personnel:

1. Create an area in the organizational structure with Unassigned positions. In the person’s Assignment tab, assign one of the Unassigned positions. Use this method if your organization moves personnel on the Roster frequently, such as shift trades, off for half the shift, many on-duty moves, and so on.
2. Manage unassigned personnel using the person’s Assignment tab only. In the person’s Assignment tab, when a Position is set to <none> meaning undefined, that person displays on the Roster as “Unassigned” with curly braces surrounding their job title. Use this method if you have minimal personnel movement or exceptions, and keeping track of personnel on the Roster is relatively simple.

Best Practice: Create an area in the Organizational Structure with “Unassigned” positions. This configuration keeps the Roster tidy and allows for better personnel tracking when personnel moves from their assigned position. This is because the ‘person’ has a home position, essentially a defined value that allows for better personnel tracking on the Roster. Where as the second method has an undefined position set to <none> in the person’s assignment which may cause personnel to display in random places on the Roster when multiple Roster transactions take place on a single person.