Personnel Assignments

Track the personnel's assignments for each role and location where they serve under Personnel > Personnel Assignments. This could be in or outside of the diocese, at a particular parish, or at a school, hospital, or other place. You can add multiple assignments for a personnel and designate their primary assignment. Personnel records have an Assignments tab that shows all the records for that person.

Location Groups

Location groups are the deaneries and vicariates where your parishes and locations are regionally situated. You can use these to group assignments into larger organizational units or projects, which can be helpful for reporting and mailing labels. Admins can set these up under Church Structure > Location Groups.

A location group can also be a parent location group to indicate hierarchy. For example, you could add a location group for the group of vicariates, then add each vicariate as a location group with that parent location group selected.

Add a Personnel Assignment

You must be a Personnel Administrator to do this.

In the navigation menu, click Personnel > Personnel Assignments.
Click New Personnel Assignment.
Select the personnel to add an assignment for.
Select the type of assignment this is, which can be inside the diocese or outside the diocese.
Admins can change these values under Personnel > Personnel Assignment Types.
Select the location associated with this assignment, which can be any parish, religious center, or other institution.
These values come from Facilities > Locations.
Select the role, which is the job/position that the personnel holds for this assignment, such as Brother or Sister, Deacon, or Priest.
Admins can change these values under Personnel > Assignment Roles.
Enter any relevant dates for this assignment.
Select whether this assignment is the personnel's primary job/position.
Enter any relevant comments about this assignment.
Select whether the personnel receives mail at the location of this assignment.
Enter any other assignment information you want to track.
Click Save.

View personnel assignments on the Personnel Assignments page or on the Assignments tab of the Personnel record.

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Personnel Assignments

Location Groups

Add a Personnel Assignment

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