Steps for Creating an Assignment Code

To add a new assignment, complete the following steps:

1. From the Configuration section> Assignment card, open the Assignment Code screen.
2. Click the Add button in the left pane.
3. Enter the Effective Date of the new Assignment Code.
4. From the Assignment Source Classification field drop-down menu, select whether the source code is a 'Standard', 'Customer', 'User Defined', or 'Replicated' code. The standard codes are included with the system.

   The system classification of the assignment source record (Standard, Customer, User-Defined, or Replicated). After entering the Assignment Source Classification, Assignment Source options with the selected classification are listed in the Field Look Up Values.

5. Select the appropriate source code for the Assignment Source Code field to identify the rule for which this assignment is used.

   The short name or abbreviation for the assignment source that relates to this record. These codes are previously set up on the Configuration section > Assignment card > Assignment Source screen.

   Note: There are many standard assignment source codes that match the rule being validated. Additional replicated or user defined codes can be added.

6. In the Code field, type an alphanumeric value to identify this assignment code.

   The alphanumeric short name or abbreviation identifying this criteria record. There can be multiple criteria records that qualify for the same assignment.

7. In the Description field, type a label to describe this assignment code.

   The label describing this criteria code record.

8. Click Save.
9. Open the Range Table Category tab (if applicable). This tab is available for the following assignment codes: 'Rounding', 'Shift Diff', 'Cmb Shifts', 'Benefit Submit', 'Shift Diff Day', 'Deduction', and 'Short Rest'. Select the Range Tables to be assigned to each option. Note: The Range Table category options available in the Field Look Up Values in the right pane were previously set up on the Configuration section> Assignment card> Range Table screen.
10. If this assignment code has a Range Table Category tab, open this tab. For each field, select the range table value that should be assigned.

    Note: The Range Table options that are available for a screen have been previously set up on the Configuration section> Assignment card> Range Table screen with the Assignment Source Code of the Range Table matching the Assignment Source Code of the Assignment Code. In this example, the Range Tables are set up with the Assignment Source Code set to 'Cmb Shifts'.

11. Select the Indicators tab (if indicators exist for this assignment). The indicator settings of the original record are defaulted. Update any of the setting values.
12. Select the Parameter tab (if parameters exist for this assignment code). The parameter settings of the original code are defaulted. Update any of the setting values.
13. Click Save.
14. Click 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 Determination section of the Assignment Source screen. Additional criteria options can be added there, if needed. For more information, see the Configuration section> Assignment card> Assignment Source screen> Assignment Determination.
    • Employees must meet each criterion set up on this screen to qualify for this assignment code.
    • There can be more than one criteria record for an assignment.
    • If employees qualify for more than one assignment code, the one they are assigned is determined by the order the qualification criteria appear on the Assignment Determination listing in the Assignment Source screen.

      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 criterion is higher on the Assignment Determination list determines 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. If employees do not qualify for any other assignment code within an assignment source, they automatically qualify for the ALL assignment.
15. Depending on the Assignment Source Code, one or more of the following additional section buttons may be available in the left pane.

    Special Codes

    1. To add a special code to this assignment code, click the Add button.
    2. Select a Special Code from the Field Look Up Values.
    3. Open the Indicators tab, and configure any indicator settings as they relate to this assignment code.
    4. Click Save.

    Holidays

    1. To add a holiday to this assignment code, click the Add button.
    2. Search for a holiday code from the Search criteria.
    3. From the displayed list of holidays, select the check box to the left of each holiday to be included in this assignment code and click the Assign Selected button.
    4. Click Save.

    Benefit Eligibility

    1. To add a benefit eligibility to this assignment code, click the Add button.
    2. Search for a benefit plan code using the Search criteria.
    3. Click the Assign: Individual Data button to assign a Benefit Category Code and a Range Table Code to each benefit plan.
    4. Select the Indicators tab and configure the indicator settings for each plan for this assignment code.
    5. Select the Parameters tab and configure the parameter settings for each plan for this assignment code.
    6. Click Save.

    Benefit Hierarchies

    1. To add a benefit hierarchy to this assignment code, click on the Add button.
    2. Search for a benefit hierarchy plan code using the Search criteria.
    3. From the displayed list of benefit hierarchy plans, select the check box to the left of each of the benefit hierarchy plans to be included in this assignment code and click the Assign Selected button.
    4. Click Save.

    DeductIT Eligibility

    1. To add a DeductIT record to this assignment code, click the Add button.
    2. Search for an existing DeductIT code using the Search criteria.
    3. From the displayed list of DeductIT codes, select the check box to the left of each of the codes to be included in this assignment code .
    4. Click either Assign: Common Data to assign the same Range Table code or Assign: Individual Data to assign individual Range Table codes to this DeductIT record.
16. When all applicable screens are configured, click Save.