Steps for Replicating an Assignment Code

An assignment code can be replicated (copied) and modified to create a new assignment without having to set up all the values for a new code. This saves set up time. However, since the same criteria cannot be set up for more than one assignment with the same Assignment Source Code, all the qualification criteria must be set up for the replicated code.

For example, when a maximum work stretch assignment is copied, the new maximum work stretch assignment cannot have the same qualification criteria as the existing record. That way the system knows which assignment to give to those employees.

To replicate (copy) an assignment, complete the following steps:

1. From the Configuration section> Assignment card, open the Assignment Code screen.
2. Using the Search criteria, search for the record to be copied and open that record.
3. Select the Replicate button from the left pane. A copy of the original assignment code is created, with all the indicator, parameter, and range table category settings of the original.
4. The Assignment Source Classification and Assignment Source Code fields are filled with values from the original record and are read only.

   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.

   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.

5. Enter the Effective Date of the replicated Assignment Code.
6. The Code field must be updated to make the code of the new assignment unique. Note: If this value is not changed, a "Duplicate Key" error message is displayed when the Save button is clicked.

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

7. The Description field can either be updated or left the same as the original record.

   The label describing this criteria code record.

8. Click the Save button at the bottom of the screen.
9. If this assignment code has a Range Table Category tab, open this tab. For each field, select the appropriate range table value.

   Note: The range table options that are available for a screen have been previously set up on the Configuration section> Assignment card> Range Table screen with the Assignment Source Code of the Range Table matching the Assignment Source Code of the assignment code. In this example, the Range Tables are set up with the Assignment Source Code set to 'Cmb Shifts'.

10. Select the Indicators tab (if indicators exist for this assignment). The indicator settings of the original record are defaulted. Update any of the setting values.
11. Select the Parameter tab (if parameters exist for this assignment code). The parameter settings of the original code are defaulted. Update any of the setting values.
12. Click Save.
13. Click the Criteria button in the left pane to open a screen to enter the qualification criteria for this assignment code.
    • The field options that are displayed on this screen are selected on the Assignment Source configuration table.
    • Employees must meet each criterion set up on this screen to qualify for this assignment code.
    • If employees qualify for more than one assignment code, the one they are assigned is determined by the order the qualification criteria appear on the Assignment Determination listing in the Assignment Source screen. 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 criterion is higher on the Assignment Determination list would determine 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.
14. Depending on the Assignment Source Code, one or more of the following additional section buttons may be available in the left pane. These can be updated for the replicated assignment.
    • Special Codes
    • Holidays
    • Benefit Eligibility
    • Benefit Hierarchies
    • DeductIT Eligibility