Work Assignments

When the Compensation feature is enabled and set up, use the Work Assignments page.Closed From the Payroll menu, select Hire/Profile > Work Assignments. to create a restricted list of positions available for an employee, from all positions defined for the Company. Assigning work assignments is optional.

A single work assignment is a position an employee can work. When work assignments are set up for an employee, the employee is restricted to entering time only for the assigned positions. For example, a work assignment might dictate that the employee can work as a Sales Clerk (a position). To enable the employee to record time in another position, you need to create an additional work assignment.

Note: Work Assignments can only be defined for Active Employees.

Work Assignments are defined for employees based on if the employee is already assigned a position and/or if a position has been selected on a time entry page for the employee.

For employees with an assigned position and/or a position selected on a time entry page, work assignments are loaded. When work assignments are loaded, the employee is assigned to work assignments for each position selected for the employee. The position assigned on the Employee Profile page is set by default as the Primary work assignment.
For employees without an assigned position and without a position selected on a time entry page, work assignments are added.

Prerequisites

Your company must be set up to use the Compensation feature.

Positions should be set up prior to creating work assignments.

Tasks

  1. Navigate to the Work Assignments page.Closed From the Payroll menu, select Hire/Profile > Work Assignments.

  2. Select the employee for whom to add a work assignment from the Employee List.

  3. Click the Add Work Assignments button.

  4. Select the position to add to the selected employee’s work assignment from the Position drop-down list. The list includes all of the positions defined for the payroll.

    The remaining fields are updated with the details associated with the selected positon.

  5. Click Save.

The position is added to the employee’s work assignment list. The positions display in alphabetical order.

  1. Navigate to the Work Assignments page.Closed From the Payroll menu, select Hire/Profile > Work Assignments.

  2. Select the employee for whom to define a work assignment from the Employee List.

  3. Click the Load Work Assignments button.

    Work assignments for all positions selected for the employee on any of the following pages are loaded.

    The position selected on the Employee Profile page is designated (by default) as the Primary work assignment.

  4. Click on the position name to open the Work Assignment Details page and view complete details for the selected work assignment.

Individual work assignments can only be deleted:

  • when the work assignment is not the Primary, and
  • the work assignment is not in use for a time entry in the currently open or suspended pay period.

  1. Navigate to the Work Assignments page.Closed From the Payroll menu, select Hire/Profile > Work Assignments.

  2. Select the employee for whom to delete a work assignment from the Employee List.

  3. Click the trash icon to the right of the work assignment to delete. A confirmation dialog displays.

  4. Click OK.

The work assignment is removed from the work assignment list.

  1. Navigate to the Work Assignments page.Closed From the Payroll menu, select Hire/Profile > Work Assignments.

  2. Select the employee for whom to delete a work assignment from the Employee List.

  3. Click Delete All. A confirmation dialog displays.

  4. Click OK.

All work assignments are removed from the work assignment list.

Next steps

When work assignments are loaded, the employee is assigned to work assignments for each position selected for the employee on the following pages:

Work Assignments Details Page - Field Information

  • Position - The selected Position name. This is a required field.

  • Position Description - The Position Description associated with the selected position.

  • Job - The Job Name associated with the selected position.

  • GL – ID Dept - The department associated with the selected position.

  • GL – ID Y - The ID Y associated with the selected position.

    Note: The GL prefix displays when Advanced Costing is set up and the ID is part of the distribution layout.

  • GL - ID Z - The ID Z associated with the selected position.

    Note: The GL prefix displays when Advanced Costing is set up and the ID is part of the distribution layout.

  • GL - ID X - The ID X associated with the selected position.

    Note: The GL prefix displays when Advanced Costing is set up and the ID is part of the distribution layout.

  • Primary - When checked, indicates the employee’s primary work assignment.

  • Rate - The pay rate associated with the selected position.

  • Pay Grade - The Pay Grade Name associated with the job associated with the selected position.

When the Pay Type Group for the Pay Grade is Hourly EE, or there is no Pay Grade associated with the Position, the following fields display:

  • Minimum Rate - The Minimum Rate associated with the Pay Grade for the job associated with the selected position.

  • Control Rate - The Control Rate associated with the Pay Grade for the job associated with the selected position.

  • Maximum Rate - The Maximum Rate associated with the Pay Grade for the job associated with the selected position.

When the Pay Type Group for the Pay Grade is Salary EE, the following fields display:

  • Minimum Annual Salary - The Minimum Annual Salary associated with the Pay Grade for the job associated with the selected position.

  • Control Annual Salary - The Control Annual Salary associated with the Pay Grade for the job associated with the selected position.

  • Maximum Annual Salary - The Maximum Annual Salary associated with the Pay Grade for the job associated with the selected position.