Assignment Codes

The Assignment Codes screen displays all the assignment codes in the system. These codes are used to define values for processing assignment rules and to determine which employees are included in this assignment.

Multiple codes can be entered for each type of assignment. Also, be sure to update the indicators and parameters for the ALL assignment.

To add a new assignment, complete the following steps. To update an existing assignment, open the record and then begin with step 7 below:

1. From the Configuration section>Assignment card, click on the Assignment Code icon.
2. Select the Add button from the left pane.
3. From the Assignment Source Classification drop down menu, select whether the source code is a Standard, Customer, User Defined or Replicated code. The standard codes are already set up in the system.

   The system classification of the assignment source record (Standard, Customer, User-Defined, or Replicated). After entering the Assignment Source Classification, Assignment Source options with the selected classification are listed in the Field Look Up Values.

4. Select the Assignment Source Code to determine which rule this assignment is used for.

   The short name or abbreviation for the assignment source that relates to this record. These codes are previously set up on the Configuration section > Assignment card > Assignment Source screen.

   Note: There are many standard assignment source codes that match the rule being validated. Additional replicated or user defined codes can be added.

5. In the Code field, enter an alphanumeric value to identify this assignment.

   The alphanumeric short name or abbreviation identifying this criteria record. There can be multiple criteria records that qualify for the same assignment.

6. In the Description field, enter a label to describe this assignment. Click on the Save button.

   The label describing this criteria code record.

7. Select the Indicators tab. Select the indicator option values from the drop-down listing to set the rules for this particular assignment. For more information about the specific indicators, see the section relating to that assignment.
8. Select the Parameter tab (if applicable). Enter the parameter option values to set the rules for this assignment. For more information about the specific indicators, see the section relating to that assignment.
9. Save these values.
10. Select the Criteria button in the left pane to open a screen to select the qualification criteria for this assignment code.
    • The field options that are displayed on this screen are selected on the Assignment Source configuration screen.
    • Employees must meet each criterion set up on this screen to qualify for this assignment code.
    • If an employee qualifies for more than one assignment code, the order the qualification criteria appear on the Assignment Determination listing in the Assignment Source screen determines the hierarchy of the assignment criteria. For example: There is an assignment code for employees in department 3270 and an assignment code for RN job class. If an employee belongs to department 3270 and belongs to the RN job class, whichever qualification is higher on this list would be the employee assignment. If Job Class is listed higher, the employee would get the RN assignment. If Department is higher on this listing, the employee would get the department 3270 assignment.

      The Assignment Determination button opens a screen to select the fields that can be used as criteria for employees qualifying for a specific assignment code. For example, if an assignment can be based on an employee's job class, the job class field can be added to the assignment determination list. When configuring an Assignment Code record with a matching Assignment Source Code, the Criteria screen displays the fields selected in this screen.

      The assignment determination listing also sets the hierarchy of the criteria, if an employee qualifies for more than one assignment. In the example below, job class is the highest priority qualification. If an employee qualifies for one assignment based on Job Class qualification and another assignment based on Employee Class qualification, the assignment code with the Job Class qualification would be the one assigned to the employee.

      • The left column displays all the Available Criteria Items in the system, the right column shows the selected Assigned Criteria Items.
      • To add a new criteria item, highlight the item in the Available Criteria Items column and drag to the Assigned Criteria Items column.
      • To remove a criteria item, drag the item back into the Available Criteria section.
      • Criteria items may be moved around within the Assigned Criteria Items column according to the order they should display in the Assignment Codes screen. Highlight the item and drag it above or below another entry. The red arrows indicates where the item will display. Click the Save button before exiting.
    • For each assignment source, the system provides a default assignment code of ALL, which does not have any qualification criteria. Therefore, if employees do not qualify for any other assignment code within an assignment source, they automatically qualify for the ALL assignment.