How to Give a Staff Member an Additional Assignment
Use
this procedure to give a new assignment to an individual who is already
in your staff list. If the individual is not currently on your staff,
you must add him or her. To do this, go to How
to Add a New Staff Member.
- Click to display the Staff List page.
- From the Organization list, select the organization
in which the staff member has a record.
- In the
Staff List,
select the link under the desired staff member’s name to open his
or her staff record.
- Select the Assignments
tab.
The tab shows the staff member's current
assignments. For example:
- Click to switch to edit mode.
- To add a new assignment, click .
The Organization
Search window opens. The top portion of the window contains fields
that enable you to search for the organization you want to give the staff
member an assignment to. The bottom portion of the window lists organizations
that you can select directly.
- Do one of the following:
- If you want to search for the organization,
enter your search criteria in one or more of the search fields. Click
to display a list of organizations matching
your criteria. Select the organization from the list, and then click
.
- If you want to select the organization to
which you want to give the member an assignment, select it from the
list. Then, click .
You return to the Assignments
tab. The new assignment appears in the Assignment
Details section. If the member has multiple assignments, the Primary Assignment column shows which assignment
is the primary one.
- If you need to change the primary assignment,
select the checkbox next to the assignment you want to make the primary
one. You are prompted to confirm the change. Click
to save the change.
- Do one of the following:
- To add another assignment for this staff
member, repeat this procedure starting at Step 6.
- To save the new assignment, click .
Related Topics
About
the Staff List Page
How
to Add a New Staff Member
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