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Special Assign Team and Workgroup#

🔒 Employee.SpecialAssignTeamWorkgroup

Overview#

This operation assigns an Employee to a particular Team, Workgroup and position. This exists along with the original Assign Team and Workgroup so that it is not necessary for the user to be the manager of that Employee to perform this special operation.

Preconditions#

  • The Employee exists in the system.
  • The Employee can only be assigned to a Position for which he/she holds a valid Certification (in Active state or within the specified grace period) and which is required for the selected Workgroup.
  • If a Workgroup is set, the Position must also be set and vice-versa.

Sequence of Steps#

The Special Assign Team and Workgroup wizard can be called from the Employee page within the Business Data menu entry.

Step 1: Details#

  1. Verify the current information. The system will present the status to indicate the impact on the assignment of the Employee to a different Team and Workgroup.

  2. Select the new Team, Shift Plan, Workgroup and Position where to assign the Employee. The system will also list the impact of assigning the Employee to the new Team and Workgroup.

  3. Press Assign to complete the Wizard.

Special Assign Employee to Team and Workgroup