Setting up Assignment Team Security
Assignment Team
An Assignment Team comprises employees who are assigned to the team automatically when their Primary Station Record matches that of the centre, company, office or department of the client's assignment.
This cross check feature is optional.
You activate the function by nominating what assignment attributes (company, office, department or centre) must be cross checked with an employee's Primary Stationed Record.
If it is not activated, you can assign employees manually in the Assignment Team panel on the Main tab of the Assignment Details page.
Set up Assignment Team Security
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On the Main Menu, select Maintenance > Security > Assignment Team Security.
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In the Assignment Team Security window, select Company to add an employee to the Assignment Team if the company set up for the assignment matches. Company means the different entities within your practice. For example, you may have a company for the main business, one for the partnership and perhaps one for the financial advising division.
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Select Office to add an employee to the Assignment Team if the company set up for the assignment matches. 'Office' means a physical location of your practice, for example, a branch of your practice.
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Select Department to add an employee to the Assignment Team if the company set up for the assignment matches. 'Department' means the different areas that carry out the work in the practice.
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Select Centre to add an employee to the Assignment Team if the company set up for the assignment matches. 'Centre' means a geographically defined area, for example, Europe or Australasia, or a business related area such as Tax Processing.
Note: you can select one or more of the options. For example, if all options are selected, only employees belonging to the same company, office, department and centre are allocated as an Assignment Team Member.
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Click OK to save the settings and close the window.