Use this workflow to assign additional positions to an employee so they can be scheduled for multiple roles.
Before you begin...
- This workflow is intended for users who cannot access the Employee Manager but still need to be able to add positions to employee profiles.
- Ensure you have access to either the Scheduler or Employees module.
You can assign additional positions to an employee using two different methods: Employee Manager or Scheduler. The method you choose depends on the number of positions required and your user permissions.
Method 1: Using Employee Manager (Maximum 3 Positions)
This is the standard method and allows you to assign different rates of pay to each position. However, it is limited to a maximum of 3 positions per employee and is only accessible to users with specific permissions to view and edit employee information.
- Navigate to Employees on the left navigation menu.
- Select the desired hotel from the hotel dropdown list.
- Click View/Edit next to the appropriate employee's name.
- Select Extra Positions Assigned.
- Click Edit next to the position and assign any additional roles to the employee.
- Save once complete.
Success: The employee will now be available to be scheduled for the newly assigned positions.
Method 2: Using Scheduler (For 3+ Positions or Restricted Access)
This flow is essential when an employee needs to be assigned more than three positions, or when a user has permission to edit schedules but is restricted from editing employee information in Employee Manager.
Note: When using this method, the employee's rate of pay will default to their home position pay rate.
- Select Scheduler from the left navigation menu.
- Hover over Employee Setup on the blue bar and choose Assign Employee Positions.
- Choose your correct hotel from the right-hand drop-down menu.
- Click Edit/View next to the appropriate employee's name.
- Add the necessary positions to make the employee available for scheduling.
- Save once complete.
Success: The employee will now be available to be scheduled for the newly assigned positions.
Time & Attendance (T&A) Limitations: The T&A system accepts a maximum of 3 positions per profile. If an employee works more than 3 positions and punches in on a position code that is not in their T&A profile, a yellow exception flag will appear on their time card (they will still get paid, and labor will be tracked to the punched position). If you need to turn on the "Manual Rate Override" feature to adjust pay rates for additional positions, or if you want to remove the yellow exception flags entirely, please contact he-support@actabl.com.
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