My Assignments

In some organizations, supervisors are not assigned employees (direct reports) in Time and Attendance. Instead, several supervisors may be assigned to a large organization unit (via organization unit assignments from the Supervisor Assignments screen). Then each supervisor is responsible for selecting their direct reports from the group of employees in that unit.

To self-assign direct reports, the Employee LaborView screen allows supervisors to select their employees. Within the selection workflow, a supervisor can sort and filter the list of employees, see employees who are new to the list, and assign or unassign employees to themselves.

Prerequisite

To use the My Assignments screen, supervisors must have the My Assignments policy added to a replicated supervisor authorization role.

Manage your assigned list of employees

To use My Assignments, complete the following steps.

1. From the Actions > Approval > Employee LaborView screen, click the My Assignments button under Actions.

   Initially, all the employees in your designated organization units are listed here and are assigned to you. All supervisors assigned to the same organization unit see the same list of employees.

   Tip  

   Even though you see all the employees assigned to you initially, the next steps help you remove the employees that are not yours. When done, you are left with your actual list of assigned employees. It is important to remember that you are removing employees who are not yours.

   Employee information is shown in the table. You may see an additional optional column on the right (after the organization units). For an explanation, see Information about the optional column below.

2. Optional. To filter the list of employees:

   1. Click Filter Criteria above the name list.

   2. Enter criteria to help narrow the list and click Filter.

   Additionally, you can sort by any of the columns in the table.

3. Select each employee in the list that is not yours.

   Again, remember that you are selecting employees to remove from your assigned list.

   Note  

   You cannot remove employees that have been temporarily auto-forwarded to you. Those employees will be unassigned automatically when the auto-forwarding expires. Auto-forwarded employees have an arrow icon with a tooltip explaining they are auto-forwarded and cannot be unassigned.

   If you used the filter in step 2, you can remove the filter or filter again and continue selecting names.

4. After selecting all the names you want to remove, click the Remove Assignments button.

5. If needed, repeat steps 2-4 until you are left with your list of employees.

   If you accidentally unassigned one of your employees, see Reassign employees to you below.

As another important point to understand, you did not affect the employee list of other supervisors when you completed the previous steps. You are making your own list and acting independently of the other supervisors; you are not altering the lists of the other supervisors.

As you work with this screen over time, you will see new employees added to the list. They have a check mark in the New column. Once you have seen them, you can select them and click Remove New Status. Then you can continue deciding whether you need to leave them in the list because they are your employees or remove them from your assigned list. Removing them from your assigned list also removes the New status.

Reassign employees to you

To reassign employees that you unassigned, complete the following steps.

1. Click the Show Unassigned button.

   To get back to your assigned list without making any changes, click Show My Assignments.

2. Optional. To filter the list of employees:

   1. Click Filter Criteria above the name list.

   2. Enter criteria to help narrow the list and click Filter.

3. Select each of your employees that you want to reassign to you.

4. Click the Add to My Assignments button.

When you are done assigning and unassigning employees, you can click the Employee LaborView button to return.

Information about the optional column

You can add an additional column to the table of employees. This column is defined by you and provides an additional way to sort and filter the list of employees. Any employee-level parameter can be used.

To select a parameter to appear as a column on the employee table, complete the following steps.

1. Navigate to Preferences > System Preferences > List > Employee LaborView.

2. Click the My Assignments Parameter field.

3. Use the criteria to search for the desired employee-level parameter or leave the fields empty for a full search.

4. Click Search.

5. Click the plus icon for the parameter you want to use.

6. Click Save System Default.

   This adds the column to the table, showing the parameter's Description as the column header.

After selecting which employee-level parameter to use, you need to add values to the parameter on the employee records.

1. Search for and open the desired employees.

2. Under Employee Sections, click General, and then click the Parameters tab.

3. Expand the card for the type of parameter (defined in the previous set of steps when the parameter was created).

4. Enter the desired value in the field and click Save.

When these actions are complete, the optional column appears on the table of employees and each employee in the list has a value in that column. You can now use the column as an additional way to sort and filter the employee list.