Employee assignments

Accessing Employee Assignments

   

You can access the Employee Assignments section by navigating to the "Scheduling", "Team Management", or a similar section within the system and selecting "Employee Assignments".

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Understanding the Filters

   

At the top of the Employee Assignments view, you'll find several filters to help you narrow down the information displayed:

   

       
• All Employees: This dropdown allows you to view assignments for all employees or select a specific employee to see their individual assignments.
       
• All Assignment Types: This dropdown enables you to filter assignments by type, such as "Meeting", "OHS Training", "Annual leave", "Training", or "Tool box meeting". Selecting a specific type will only show assignments of that category.
       
• Start: Use the calendar icon or manual entry to specify the beginning date for the assignment period you want to view (e.g. 01/03/2025).
       
• End: Use the calendar icon or manual entry to specify the ending date for the assignment period you want to view (e.g. 24/04/2025).
       
• Go: Click this button after adjusting the filters to apply them and update the displayed list of assignments.
   

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Understanding the Columns

   

The Employee Assignments table displays the following information for each assignment within the selected date range and filters:

   

       
• ID: A unique identification number for the assignment.
       
• Assignment: A brief description of the assignment (e.g., "266 Meeting", "265 OHS Training", "267 Annual leave").
       
• Date: The date on which the assignment is scheduled.
       
• Time: The start time of the assignment.
       
• Hours: The duration of the assignment in hours.
       
• Employee: The name of the employee assigned to this task or leave.
       
• Select: A checkbox that allows you to select individual assignments for potential actions (like rescheduling).
   

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Navigating and Using Employee Assignments

   

       
• Filtering: Utilize the dropdown menus and date pickers at the top to filter the assignments based on employee, type, and date range to find the specific information you need.
       
• Sorting: You can usually click on the column headers (e.g., "Date", "Employee") to sort the assignments in ascending or descending order based on that column.
       
• Pagination: If there are more assignments than can be displayed on a single page, you'll see navigation controls (like "<< Start", "< Previous", page numbers, "Next >", "End >>") to move through the different pages of assignments. The display also indicates the current range of items being shown (e.g., "Previous (0 - 14) of 14 Next").
       
• Selecting Assignments: Use the checkboxes in the "Select" column to choose one or more assignments. This might be necessary for actions like rescheduling multiple assignments at once (using the "Multiple Reschedule" button).
   

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Creating New Assignments

   

The "New Assignment" section at the bottom allows you to schedule new events for employees:

   

       
• Annual leave: Use the dropdown to select the type of assignment you want to create (e.g., "Annual leave", "Meeting", "Training").
       
• Days: Specify the number of days the assignment will last.
       
• Hours: Specify the number of hours for the assignment (this might be automatically calculated based on days for leave, or manually entered for meetings/training).
       
• Include Weekends: Check this box if the assignment spans across weekend days.
       
• Once Off / Recurring: Select whether the assignment is a one-time event or if it should recur. If you select "Recurring", additional options for setting the recurrence pattern will likely appear.
       
• Note: Enter any relevant notes or details about the assignment.
       
• Add: Click this button to create and schedule the new assignment. You will likely then need to select the specific employee(s) for this assignment on the main list.
   

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Key Benefits of Using Employee Assignments

   

Updated: 24 April 2025