How to Add/Modify Employees Positions & Assignments

This screen is used to assign Positions and Assignments to an employee. An employee may hold multiple positions and within one position an employee may have multiple assignments. Optionally, a position can first be defined on the Position Control screen on the OPC menu. It is identified by a unique combination of Employee Group Code, Job Code, Location Code and Establishment Code as well as Start Date, End Date and Status.

Use the following steps to Add/Modify Employees Positions & Assignments:

          1. Click on Staffing

          2. Click on Positions and Assignment

          3. Enter a Search parameter, such as Employee ID 

                    To View ALL Employee's, Simply click the Find button, with no parameters entered.

          4. Click Find at the top of the menu bar

          5. Select an Employee ID to modify

          6. Right-click the grey grid below the Employee Group column and Select New Record

          7. Select a Start Date value

          8. Select an End Date value (if applicable)

          9. Select a Position ID value

          10. Select an Employee Group value

          11. Select a Job value

          11. Select a Location value

          13. Select an Establishment Code value (if applicable)

          14. Select a Pos Hrs/ Week value

          15. Select a Home Location value

          16. Select the Absence & Contracts tab to fill out absence details for the select employee (If applicable) (Consult the user guides for more information about each field)

          17. Select the GL Accounts tab to fill out general ledger for the select employee. Multiple GL accounts can be added for a single employee (If applicable) (Consult the user guides for more information about each field)

          18. Enter a GL Account value

          19. Enter a GL % value

          20. Select the Employee Assignments tab to fill out Assignment details for the select employee (If applicable) (Consult the user guides for more information about each field)

          21. Select the Termination History tab to view history of termination for the selected employee (If applicable) (Consult the user guides for more information about each field)

          22. Select the Entitlement FTE tab to enter entitlement information.  Right-click the grey grid below the Start column and Select New Record (If applicable) (Consult the user guides for more information about each field)

          23. Enter in any other relevant information on each tab.(If applicable) (Consult the user guides for more information about each field)

          24. Click the Save button to save your changes