Assignment Funding
Upload Assignment Funding
In Manage, select Configuration.
Select Assignment Funding.
Select Upload Assignment Funding.
Select Download CSV Template.
Modify the template.
Select Upload.
Map the fields as necessary.
Select Review and Confirm.
Select Confirm and Save.
Explanation of Fields
Field Name | Description | Format | Example |
|---|---|---|---|
Position Code Required | Position Control Number or Position ID | Characters | 10402 |
Employee Code Required | Employee Control Number or Employee ID | Characters | 10402 |
Account Code Required | Account String from your Chart of Accounts that is funding a portion of this position | Characters | 10-106-110-1000 |
Percentage Required | Percentage of the position being funded by the account | Decimal | 55.0 |
Start Date Required | Position Funding Start Date (YYYY-MM-DD) | Date | 2022-01-01 |
End Date | Position Funding End Date (if applicable) (YYYY-MM-DD) | Date | 2022-10-31 |
Delete Assignment Funding
In Manage, select Configuration.
Select Assignments Funding.
Choose the assignment funding and select the trash can icon.
Select OK.
To delete multiple assignment funding at once, use the select field to select more than one assignment funding.