Finalize an Assignment

Once the load has been validated and earning lines have been generated, confirmed, and in most cases, exported, you can use the Assignment Manager page to finalize assignments for faculty members.

If Anthology Student is integrated with an external human resources (HR) and payroll system (for example, Anthology Finance & HCM or any third-party HR and payroll application), you must use Anthology Student to manage the items (such as generating or exporting earning lines, and so on). 

Prerequisites

You must have:

  • Common - Processes - View authorization

  • Faculty Workload - Processes - Assignment Manager - View and Manage authorization

To integrate with an external payroll system, your institution must have configured Yes under Settings > Faculty Workload > General for the feature: Export Payroll Earning Lines from FWMClosed Select whether you want to export payroll earning lines to the Azure Service Bus (ASB). If Yes, it will be sent to the ASB. If No, it will be exported as a file.

The assignment must have a value of: 

  • Draft for Overall StatusClosed Indicates the overall status of the assignment. The values are Draft and Finalized. For example, if your institution requires the load validated and earning lines to be exported, Finalized indicates the assignment is final.

  • Passed for Load Validation StatusClosed The status of load validation. Not Validated indicates it has not been validated yet. Passed indicates it meets the requirements of the policy. Failed indicates it did not meet the requirements of the policy. If Failed is displayed, you can select the link to display a dialog that lists failed policy lines along with the reason why they failed.

If the value for Require Pay in the grid is Yes, the value for Pay Generation StatusClosed Indicates the status for the assignment pay generation based on all the earning lines. If your institution has not configured integration with an external payroll system, the Not-Generated status indicates the earning lines have not been generated; Generated status indicates the earning lines have been generated; Failed status indicates the earning lines were not generated due to incorrect configuration; Confirmed status indicates the earning lines have been confirmed and are ready to be exported; File Exported status indicates the earning lines have been generated and exported as Excel. If your institution has configured integration with an external payroll system, the Not-Generated status indicates the earning lines have not been generated; Generated status indicates the earning lines have been generated; Failed status indicates the earning lines were not generated due to incorrect configuration; Confirmed status indicates the earning lines have been confirmed and are ready to be exported; Exported status indicates the earning lines have been generated and exported; Exported Partially status indicates the earning lines have been generated and exported partially. must be:

  • Confirmed or File Exported

  • Exported, when your institution has configured integration

If your institution has configured integration with an external payroll system, the value must be of Success or Integrated for StatusClosed Indicates the status of earning lines. If your institution has not configured integration with an external payroll system, Generated indicates that the earning lines are generated; Exported indicates that the earning lines have been generated and exported. If your institution has configured integration with an external payroll system, Generated indicates that the earning lines are generated; Sent indicates that the earning lines are exported to the external payroll system; Success indicates that the earning lines are exported and success has been acknowledged by the external payroll system; Integrated indicates that the earning lines are exported and integration has been acknowledged by the external payroll system; Error indicates that the earning lines are exported and there is an error in the external payroll system due to which it cannot be processed. The error has been acknowledged by the external payroll system..

Access Method

Select the Processes tile > locate Faculty Workload > select Assignment Manager.

Procedure to Finalize an Assignment

  1. Select the record for the Non-Teaching assignment.

  2. Select the Assignment Actions menu > Finalize.

    Anthology Student redisplays the grid with the value Finalized in the Overall Status column.