Staff Management Assignments Tab

Staff > Staff Management > Assignments

Staff Assignments can be added manually or via import.

Screenshot of the Staff Management Assignments tab as described on this page.

  1. Building - click to sort by assigned building

  2. Staff Type - click to sort by Staff Type

  3. Assignment - click to sort by assignment percentage

  4. Start Date - click to sort by assignment start date

  5. End Date - click to sort by assignment end date

  6. Pencil - click to edit an existing assignment
    Screenshot of the Edit Staff Assignment modal as described on this page.

    1. Building - choose an assignment building

    2. Staff Type - choose a staff type

    3. Assignment Percent - enter an assignment percent
      Note: Use 100% for staff with only one assignment and less than 100% if a staff member has multiple assignments.

    4. Start Date - select the assignment start date

    5. End Date - select the assignment end date
      Note: leave blank if this is a current assignment

    6. Delete - click to remove the assignment record

    7. Cancel - click to return to the previous screen without saving changes

    8. Save - click to save changes

  7. < > - click to scroll through pages

  8. (+) New Assignment - click to add a new assignment
    Screenshot of the Add New Staff Assignment modal as described on this page.

    1. Building - choose an assignment building

    2. Staff Type - choose a staff type

    3. Assignment Percent - enter an assignment percent

    4. Start Date - select the assignment start date

    5. End Date - select the assignment end date
      Note: leave blank if this is a current assignment

    6. Cancel - click to return to the previous screen without saving changes

    7. Save - click to save changes