Add an ESR Assignment to an Employee

Permissions

You will require an Access Role with the following permissions:

• (User Managment) Employees

1. Navigate from the homepage to Administrative Settings | User Management | Employees.
   
   
2. Search for an employee and then click .
   
   
3. Click on the Work tab to set the employee's Line Manager or, for NHS organisations, the employee's ESR Assignment and Assignment Supervisor. This could be dependent on how your organisation has configured their Signoff Groups.
   
   
4. To add an ESR Assignment, click Add ESR Assignment.
   
   
   
5. Complete the General Details:
   
   
   

   Fields	Description
   Assignment Number*	Enter the unique assignment number for the employee.
   Active	Select the check box to make the assignment active.
   Primary Assignment	Select the check box to make this assignment primary if the employee has more than one assignment and this is the primary.
   Earliest Assignment Start Date*	Enter a start date for the assignment.
   Final Assignment End Date	Enter an end date for the assignment.
   Supervisor	Begin typing to display a list of employees, teams and budget holders and then select a supervisor from that list.

   
   
6. Click Save to confirm and return back to the Work tab.
   
   
7. Click Save to confirm your changes.