Assign People to Assignment Templates

Review topic: Push Assignment Templates

The Assign Template window can be accessed via...

To assign people on the Assignments page in the People area.

Locate the assignment template.
Use search or filter options to return the desired template or templates.
To assign people, choices are:
- Click the Unassigned link, or click on the person’s name already assigned to the template to give the same template to someone else.
- Click the Filter icon (top-right) to open the People Filter. Locate the person, select the check box next to the person’s name and drag them to the Unassigned link.
The selected person’s name will appear in the Assign Template dialog. Enter the Start Date*. The start date is the effective date of the template; the date the template activates. If the template contains an assignment that starts on a different date, that assignment will start on the date supplied in *Start Date in conjunction with the Shift pattern. The previous assignment will end the day before the *Start Date.
Optional - to assign another person to this same template. Click Add person, and follow the same steps.
Only one assignment template can be active for each person. More than one person can share the same assignment template.
When ready, click Done.