How to Add a New Assignment
Chelsea Mongeon
33 steps
3 minutes
Oracle Cloud
1
Navigate to the DASH Home Page
2
Select "My Client Groups"
3
Select "Show More"
4
In the Employment section, select "Add Assignment"
5
Search for the employee you wish to add an assignment. You can search by name or person number.
6
Select the employee assignment once populated.
7
Check all of the boxes for information to add.
8
Select "Continue"
9
Select the start date for new assignment. Be sure that this aligns with the payroll cycle for the new assignment.
10
Click "Permanent"
11
Select "Add a Position"
12
Select the new position you wish to add, you can search by name or position number.
13
Once all of the data is entered, select "Continue"
14
Click "Continue"
15
Enter the necessary assignment details on this screen.
16
If you are ending the previous assignment, you will need to indicate the new assignment as primary "Yes".
17
Click here.
18
Enter the hours per week into the "Working Hours" field. This will automatically populate the FTE.
19
Enter the Default Expense Account by opening this field.
20
Select the appropriate account string.
21
Once completed select "Apply"
22
Once all of the data is entered, select "Continue"
23
Add any additional assignment info here then select "Continue"
24
Select "Add" to enter the payroll frequency details.
25
Once the data is entered select "Save"
26
Once all of the data is entered, select "Continue"
27
Select the appropriate salary basis from the dropdown based on the position.
28
Enter the "Salary Amount"
29
Once all of the data is entered, select "Continue"
30
Add any Individual compensation if necessary and select "Continue"
31
Add the necessary comments and attachments for workflow only. Documents will need to be added in the Employees document of record. This section is strictly for workflow purposes.
32
Once all of the data is entered, select "Continue"
33
Click "Submit"
How to Add a New Assignment
Chelsea Mongeon
33 steps
3 minutes
Oracle Cloud
1
Navigate to the DASH Home Page
2
Select "My Client Groups"
3
Select "Show More"
4
In the Employment section, select "Add Assignment"
5
Search for the employee you wish to add an assignment. You can search by name or person number.
6
Select the employee assignment once populated.
7
Check all of the boxes for information to add.
8
Select "Continue"
9
Select the start date for new assignment. Be sure that this aligns with the payroll cycle for the new assignment.
10
Click "Permanent"
11
Select "Add a Position"
12
Select the new position you wish to add, you can search by name or position number.
13
Once all of the data is entered, select "Continue"
14
Click "Continue"
15
Enter the necessary assignment details on this screen.
16
If you are ending the previous assignment, you will need to indicate the new assignment as primary "Yes".
17
Click here.
18
Enter the hours per week into the "Working Hours" field. This will automatically populate the FTE.
19
Enter the Default Expense Account by opening this field.
20
Select the appropriate account string.
21
Once completed select "Apply"
22
Once all of the data is entered, select "Continue"
23
Add any additional assignment info here then select "Continue"
24
Select "Add" to enter the payroll frequency details.
25
Once the data is entered select "Save"
26
Once all of the data is entered, select "Continue"
27
Select the appropriate salary basis from the dropdown based on the position.
28
Enter the "Salary Amount"
29
Once all of the data is entered, select "Continue"
30
Add any Individual compensation if necessary and select "Continue"
31
Add the necessary comments and attachments for workflow only. Documents will need to be added in the Employees document of record. This section is strictly for workflow purposes.
32
Once all of the data is entered, select "Continue"
33
Click "Submit"
