Assignment Source

The Assignment Source screen displays all the Assignment Source options currently set up in the system. There are many standard Assignment Sources included in the system. Most of the fields of the Standard records are not editable. However, standard records can be replicated and the values modified. Note: For more information, see Steps for Replicating an Assignment Source.

The Assignment Source records establish specific information about a type of assignment, including the criteria options for selecting qualified employees (e.g. organization, job class, daily hours, etc.), calculation information, etc. This assignment source is then selected when creating an Assignment Code and that code inherits all the values of the Assignment Source. Multiple assignment codes can use the same assignment source.

The Assignment Determination section is where the fields are selected that can be used as criteria for assigning employees. For example, if an assignment can be based on the employee's job class, the Job Class field must be selected in the Assignment Determination screen (see step 4 below).

To edit the Assignment Determination in the Assignment Source screen, complete the following steps:

1. From the Configuration section>Assignments card, select the Assignment Source icon.
2. Click on the Assignment Determination button in the left pane. This opens a screen to select which fields are available in the Assignment Code screen when setting up the selection criteria.
3. Add all criteria that might be used for the assignments. For example, if some assignments are determined by Employee Class and some are determined by Organization Unit, include both these options in the Assigned Criteria Items list.
4. To add criteria options, click on the option in the Available Criteria items screen. Drag the option to the Assigned Criteria Items column.
5. When all options are selected, click on the Save button.
6. The items selected in this screen are now available when configuring the Assignment Code screen.