Assignment Tab

Overview

Fields on the Assignment Tab

All entries on the Assignment tab are optional. Many are recommended.

Assignment Information

Job Code. Primary job assignment.
Position Code. Primary position assignment.
Position Begin. Date of position start.
Position End. Optional entry for date of position end.
Shift Code. Optional shift designation. An assigned shift may increase the employee's calculated pay. Select a shift if the employee typically works a particular shift.
Supervisor Code. Assigned direct supervisor. Selections are from the Supervisor codes validation table.
Job Title. Job or position title. A job title may be longer than thirty characters.
FTE Allocation. Full Time Equivalency. For a full-time position, enter 1.00 for the FTE Allocation. Typically, a value from 1.00 (full-time) to 0.10 (one-tenth time) is entered as an FTE allocation. For instance, a half-time assignment is entered as a 0.50 FTE allocation.
FLSA Exempt? A selected "FLSA Exempt" flag excludes this employee's hours from overtime calculations governed by the Fair Labor Standards Act and related system setup.
Union Code. Union membership or affiliation, if any.
Bargain Unit Code. Designates employee's membership in a collective bargaining unit for a union.
EEO Class Code. Designates the employee's Equal Employment Opportunity (EEO) compliance classification for compliance reporting.
Workers Comp. Designates employee's workers' compensation code classification.
Business Owner? To indicate that this individual is for a business owner for tax reporting purposes, select the checkbox for Business Owner.
Corporate Officer? To indicate that this individual is a corporate officer for tax reporting purposes, select the checkbox for Corporate Officer.

Succession Information

Promotion Potential. Promotion potential code.
Promotion Timing. Promotion timing code for estimated promotion timing.
Risk of Leaving. Risk of Leaving code.
Reason for Leaving. Reason for Leaving code.

Performance Information

Performance Profile. Profile for performance evaluations. This is comparable to a competency profile code selection for competencies (similar to skills).
Talent Profile. Frequency of performance reviews.
Review Frequency. Frequency of performance reviews.
Last Review Date. Previous performance review date.
Next Review Date. Next scheduled performance review date.
Position Detail Information... button. Open the Employee Position Detail. Active in edit mode, the Position Detail button is a shortcut to the Employee Position Detail. Making position changes on the Position Detail is recommended, especially for position tracking and position budgeting.

WARNING: Saving position information directly on the Employee Master does not update the primary Employee Position Detail record and causes a conflict of information in the system, so adding or updating an Employee Position Detail is recommended.

Performance Summary... button. Performance summary is an online button that opens a summary of performance information. This is designed for use with Performance Management features.

Succession Position

Manager Selection. Succession Position selected by the Manager/Supervisor.
Employee Selection. Succession Position selected by the employee.
Risk of Leaving. Risk of Leaving code.

Saving and Position Control

If position control is activated, saving the Assignment tab checks the budget for the position. If the budgeted dollars or FTE allocation will be exceeded if this change is saved, a warning prompt displays. Click OK. You will be prompted, "Do you want to save this record with the position violations?" Click Cancel to avoid saving an over-budget position. You may then change the position assignment or may cancel add or edit mode. Alternatively, it is possible to click OK and save the record.