Users may hold any number of job assignments, with each assignment linked to a position, organisation and manager. Job assignments can be created and updated manually via a user's profile or via HR import.
This page describes how to create a job assignment manually.
Creating a job assignment
To add a job assignment to a user, navigate to their user account (Site Administration > Users > User Full Name) and view their profile page.
- Under the Job assignments section select Add job assignment.
- Enter in the relevant job assignment details
- Select Add job assignment to save the assignment or Cancel to discard all changes.
- Enable the HR Import setting to allow this job assignment to be updated via HR import.
- Repeat as required to create any other job assignments held by the user.
Job assignment details
Complete these details when creating a job assignment. Mandatory fields are marked with an asterix (*).
| Full name | The title or name of the job assignment. If no full name is provided, then it will default to 'Unnamed job assignment (ID: X), where 'X' is the ID Number of the job assignment. Using a descriptive, clearly identifiable full name is highly recommended. |
| Short name | A shortened or abbreviated title or name for the job assignment. |
| ID Number* | The ID Number is a mandatory field and is used to uniquely identify a job assignment for a user when creating or updating job assignments via HR Import. A user cannot have more than one job assignment with the same ID Number, however users across the site may have the same job assignment ID Number. |
| Description | An optional description of the job assignment. |
| Start date | The date that the user started in this job assignment. This field is for information only, although it can be used when creating dynamic audiences to populate membership based on job assignment start date. |
| End date | The date that the user completed or ends in this job assignment. This field is for information only, although it can be used when creating dynamic audiences to populate membership based on job assignment end date. |
| Position | To link a job assignment to role within an existing positional hierarchy, select Choose position, browse from the position listing, choose the required position and select OK. Use multiple job assignments to link users to more than one position. |
| Organisation | To link a job assignment to a department, team or organisation within an existing organisational hierarchy, select Choose organisation, search or browse from the organisation listing, choose the required organisation and select OK. Use multiple job assignments to link users to more than one organisation. |
| Manager | This is the nominated manager for the user's job assignment. Select Choose manager, search or browse through the user listing for the required individual and select OK. If the selected manager does not have an existing job assignment, select Create empty job assignment. If the selected manager has multiple job assignments, ensure the correct job assignment is selected for the user. |
| HR Import | Select the Enable checkbox to allow the update or deletion of this job assignment via HR Import. The ID Number field MUST have a value to enable this field. |