1. Navigate to My Client Groups > Employment Info:
2. Use the employee's name, person number, or assignment number to locate their record:
3. Click on the assignment, then select the three dots menu "..." to choose the appropriate action:
4. Turn on all available toggles until you are more familiar with what each one controls:
4. Enter assignment information for the following fields:
- When does the assignment date start? Select the date.
- Select Permanent (Never Use Temporary). Permanent.
- What's the way to add the assignment? Add assignment.
- Why are you adding the assignment? Select the most appropriate option.
- Business Unit. Texas Woman's University BU.
- Position. Enter the position code from the official position report.
5. Complete the position override section:
- Assignment. Shows the Current Position.
- Position. Automatically populates based on the Position Code; updates the assignment details accordingly.
6. Review and update assignment details for the position. We have highlighted the fields that must be reviewed or edited in the sample picture below:
- Assignment Status
- Person Type
- Primary Assignment. Select yes or no.
- Grant Assignment. If yes, it goes to the grant approver.
- Regular or temporary. If regular, it goes to budgetary approver.
- Full-time or part-time
- Working hours. Weekly, affects the FTE.
- Pay Class. Based on the position type.
- Appointment Start and Appointment End. These fields are for hourly ONLY.
- Optional fields that may be useful:
- Course Information
- Assignment Information
- Comments
7. Select the pencil icon next to the manager field to change the manager, if needed:
8. Save your progress by selecting the save button at the bottom:
9. This step is crucial and is oftentimes missed: enter payroll details and add payroll frequency.
10. Add the salary basis and the salary amount:
11. Complete the compensation section, if applicable:
12. Add any direct reports to the employee, if applicable:
13. Lastly, add any comments or attachments, if applicable:
14. Submit the assignment once you have completed all required fields and have verified the information you have entered is correct. The add assignment process is now completed.