Steps for Replicating an Assignment Source

An assignment source can be replicated (copied) and modified to create a customized assignment source without having to set up ALL the values for a new code. This saves set up time.

To replicate (copy) an assignment source, complete the following steps:

1. From Configuration > Assignment, select the Assignment Source screen.

2. Using the Search criteria, search for the record to be copied and open that record.

3. Select the Replicate button from the left pane. A copy of the original assignment source record is created, with all the settings of the original.

4. The Code field can be updated, but must be a code that is not being used for another assignment source record.

5. The Description field should be updated to identify the replicated record.

6. The Home Distribution field is filled in with the value from the original record and is read only.

This field must be set accordingly for each Assignment Source used within the system. For example, the pay period information may be based on the Home assignments; however the shift differential may be based on the Worked assignments. In this example all assignment codes within the Pay Period Information screen would have Home checked while all assignment codes in the Shift Differential screen would have Worked checked.

Note:  

Once this field is selected for an assignment source, all assignment codes for the table have the same selection. For example, within the Shift Differential screen, all assignment codes are set up as either Home (Yes) or Worked (No). There would never be a combination of home and worked within one screen.

7. Select the Indicators and/or parameters tab (if applicable). The default indicator settings of the original record are defaulted. Update any of the setting values for the replicated record.

8. Click on the Save button at the bottom of the screen to save these indicator values.

9. Depending on the Assignment Source, one or more of the following additional section button options may be available in the left pane. If any of the values should be changed, open and modify the values, and then click on the Save button at the bottom of the screen to save the values.

   • Assignment Determination

   • Calculation Exceptions

   • Calculation Indicators

   • Calculation Parameters

   • Calculation Rules

10. The calculation exceptions, indicators, or parameters can also be replicated and modified. For more information, see Steps for Replicating a Calculation Exception, Calculation Indicator, or Calculation Parameter.

11. When all screens are updated, click on the Save button at the bottom of the screen to save the assignment source record.