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Home / Workstation & Departmental Processor Role Topics / The Employee Assignments Page (for processors)

The Employee Assignments Page (for processors)

The Employee Assignments page allows you to:

  • View course, program, and task assignments for an employee
  • Create course, program, and task assignments for an employee
  • Edit course and task assignments for an employee
  • Remove course, program, and task assignments for an employee

To access this page, select the Assignments option in the Employee tab menu.

the_employee_assignments_page_for_processors_img_1

If no employee is listed, you will need to use the Employee Search to select an employee.

To select an employee:

  1. Click the Employee Search button located below the Employee Assignments page title. The Employee Search pop-up window displays.
  2. Complete one or more of the fields in the “Filter results by:” section.
  3. When you are finished entering your search criteria, click the Search button. All employees matching the criteria entered are displayed at the bottom of the window.
  4. Locate the desired employee and then click the Select button to the left of the employee’s UIN. This selects the employee and displays their information on the Employee Assignments page.

the_employee_assignments_page_for_processors_img_2

The Employee Assignments page consists of two main sections: Employee Details and Assignments.

  1. The Employee Details section displays basic information on the selected employee.
  2. The Assignments section lists all assignments for an employee and is separated into two tabs:
    • Assigned Courses/Tasks
    • Assigned Programs

To learn more about creating, editing, and removing assignments, refer to the following:

  • Creating, Editing, and Removing Course Assignments
  • Creating, Editing, and Removing Task Assignments
  • Creating and Removing Program Assignments

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More Information

Related Topics

  • The Home Tab
  • The Reports Page (for processors)
  • The Workstation/Adloc Reports Page (for processors)
  • How to Use Employee Search
  • The Waitlist Management Page
  • Managing Employee Groups (for Workstation Processors)
  • Viewing Course Assignment, Withdrawal, and Completion Reports (for a single course)
  • The External User Transcripts Page
  • The Employee PIN Info Page
  • The System Log Page
  • Running Affiliate Course Completions and Affiliates for TrainTraq Reports
  • The Difference between Standard and Excel Layouts
  • The Employee Dashboard (processor view)
  • The Employee Group Memberships Page
  • The Employee Assignments Page
  • The Employee Groups Page
  • Creating a New Employee Group
  • Viewing, Editing, and Removing Employee Groups
  • The Employee Group Assignments Page
  • Assigning Courses, Programs, and Tasks to an Employee Group
  • The Courses Page (for processors)
  • Performing a Course Search
  • Course Types
  • The Programs Page (for processors)
  • Performing a Program Search
  • The Tools Page
  • The Batch Completions Page
  • Uploading a Batch Completion File
  • Running Course Assignments, Completions, and Withdrawals Reports
  • Running Task Assignments, Completions, and Withdrawal Reports
  • Creating, Editing, and Removing Course Assignments
  • Creating, Editing, and Removing Task Assignments
  • Creating and Removing Program Assignments
  • The Employee Transcript Page (for processors)
  • Adding and Withdrawing Course Completions
  • Adding and Withdrawing Task Completions
  • Adding and Withdrawing Program Completions
  • Editing Course Tags
  • Editing and Deleting Programs
  • The Default Notifications Page
  • The Assignment Rules Page

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