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Personnel

Add a Personnel Assignment

You can assign certain positions to personnel, and enter relevant salary information and date ranges associated with that position.

  1. On the Personnel tab, click All Personnel or the appropriate personnel section then Assignments.
  2. Locate the appropriate record.
  3. Click the add icon green plus sign at the top of the grid to add a new position.
  4. Enter or select any information you want to include.
    1. Select a position for this personnel assignment. These are set up under Personnel Keywords. If this is the main job the individual performs, select Primary Assignment.
    2. Select the department that the position is categorized under. These selections are set up under Personnel Keywords.
    3. Select which list(s) you want the assignment to show on.
      Note: All assignments that you have access rights to display on the All Personnel list even if you mark them for a specific list.
    4. Enter the total salary the individual is paid for the year. This is only used for reference in this window.
    5. Select a status from the predefined list. This is used for tax purposes.
    6. Enter the number of hours per week the individual puts toward this assignment. This is only used for reference in this window.
    7. If applicable, enter the amount the individual is paid per hour. This is only used for reference in this window.
    8. 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.
    9. 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.
    10. Enter or select the date the individual started the position and, if applicable, the date the individual left the position.
    11. Select a type from the predefined assignment types.
    12. Enter any notes about the assignment. This is only visible to staff who have proper access.
    13. If the individual is no longer active in this position but you don't want to delete it from the record, you can mark it inactive.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.
    14. If applicable, select whether the individual signed a contract with your organization.
    15. If applicable, select whether a job description is available for the individual.
  5. At the top, click Save.
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Last updated: October 29, 2024