New Assignments

A new assignment is typically required when any field in the assignment tab changes.

Shifts, work location, and dates contained in the Assignment tab affect the Roster and scheduling. Only one assignment must be active at a time. It is important that dates in the From and Through fields do not overlap across assignments. Be sure to remove any future checked records that were placed on the person’s calendar and the roster that are no longer valid.

The From field represents the start date of the Assignment. The Through field represents the end date of the Assignment.

Rule of thumb:

• Create a new assignment when the changes impact scheduling or historical data is required.
• Update the existing assignment if the change in data does not impact scheduling or historical data; for example, assigning the wrong shift, position, or work area.

Security permission settings control the ability to edit and create new assignments. To retain these permission settings intact ensure no time gaps exist between inactive and active assignments.