Create a New Assignment

1. Click the person’s name on the People list, or the Roster. Choices are.
   • Select Edit from the People list.
   • Select Person from the Roster.
2. Click the Assignment tab.
3. Click Add to create a new assignment. To denote unassigned personnel, select <none> at the desired level of the organizational structure. Populate the fields as desired.

   Only the Shift and the first three levels of the organizational structure are required to create an assignment. The application logic that determines what shift will be selected by default when creating a new assignment when multiple assignments exist is based on the order of assignments as shown in the Assignments box. The shift of the first active assignment (top) will be the default. If all of the assignments are inactive, the shift of the first assignment on the list will be the default. If two out of three assignments are active, the shift of the first assignment on the list will be the default. If no assignments exist, the default is the first shift in the Shift menu list.

4. Click Save.