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.

1. Click to display the Staff List page.
2. From the Organization list, select the organization in which the staff member has a record.
3. In the Staff List, select the link under the desired staff member’s name to open his or her staff record.
4. Select the Assignments tab.

The tab shows the staff member's current assignments. For example:

5. Click to switch to edit mode.

6. 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.

7. 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.

8. 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.

9. 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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