Assignment Codes

The Assignment Codes screen displays all the assignment codes in the system. These codes are used to define values for processing assignment rules and to determine which employees are included in this assignment.

Multiple codes can be entered for each type of assignment. Also, be sure to update the indicators and parameters for the all assignment.

To add a new assignment, complete the following steps. To update an existing assignment, open the record and then begin with step 7 below:

1. From Configuration > Assignment, click on the Assignment Code icon.

2. Select the Add button from the left pane.

3. From the Assignment Source Classification drop down menu, select whether the source code is a Standard, Customer, User Defined or Replicated code. The standard codes are already set up in the system.

4. Select the Assignment Source Code to determine which rule this assignment is used for.

5. In the Code field, enter an alphanumeric value to identify this assignment.

6. In the Description field, enter a label to describe this assignment. Click on the Save button.

7. Select the Indicators tab. Select the indicator option values from the drop-down listing to set the rules for this particular assignment. For more information about the specific indicators, see the section relating to that assignment.

8. Select the Parameter tab (if applicable). Enter the parameter option values to set the rules for this assignment. For more information about the specific indicators, see the section relating to that assignment.

9. Save these values.

10. Select the Criteria button in the left pane to open a screen to select the qualification criteria for this assignment code.

    • The field options that are displayed on this screen are selected on the Assignment Source configuration screen.

    • Employees must meet each criterion set up on this screen to qualify for this assignment code.

    • If an employee qualifies for more than one assignment code, the order the qualification criteria appear on the Assignment Determination listing in the Assignment Source screen determines the hierarchy of the assignment criteria. For example: There is an assignment code for employees in department 3270 and an assignment code for RN job class. If an employee belongs to department 3270 and belongs to the RN job class, whichever qualification is higher on this list would be the employee assignment. If Job Class is listed higher, the employee would get the RN assignment. If Department is higher on this listing, the employee would get the department 3270 assignment.

    • For each assignment source, the system provides a default assignment code of all, which does not have any qualification criteria. Therefore, if employees do not qualify for any other assignment code within an assignment source, they automatically qualify for the all assignment.