End an Assignment

Review Assignment related topics.

IMPORTANT: No gaps of time should exist between assignments.

To end an assignment:

  1. Click the person’s name on the People list, or the Roster. Choices are:
    • Select Edit from the People list.
    • Select Person from the Roster.
  2. Click the Assignment tab.
  3. Enter the last date this assignment will be active through in End Date. Format: mm/dd/yyyy. For example...
    • A person’s last day of work is January 16th, 2014. Enter 01/16/2014
    • A person transfers to a different Shift. The new assignment starts January 20th, 2014. First create the new assignment and enter the start date of the new assignment. Example: 01/20/2014. Open the previous assignment and enter the end date. Example: 1/19/2014.
  4. Click Save.

Be sure to remove any future checked records effective beyond the assignment’s end date such as approved time-off records when transferring employees to different locations or Shifts. These records do not follow the person you intend to move. To facilitate the process use the Advanced Calendar to view and remove any remaining future records on the person’s Calendar. Additionally, new time-off requests must be submitted.