Assignment Manager

Assignment manager works with faculty member assignments, validates loads, and generates pay. You can use the Assignment Manager page to: 

  • Work with faculty member assignments. For example, you can add non-teaching assignments and edit non-teaching and teaching assignments.

  • View the load types for assignments and validate the loads using the load validation policies associated with the faculty members
  • Work with pay. For example, you can generate, confirm, and export earning lines to import them into your payroll system. You can also view existing earning lines.

  • Convert overloads to banked loads as partial or total assigned loads.

  • Split load types for assignments.

Note: Use the "Faculty Workload Management.Grant Overrides" permission to control the access to manual overrides within the Security Console. Those with the permission should be able to grant overrides, while those without this permission can still process load validations but can't override loads when overrides are in use. Unless an override is used, this permission is not relevant.

Once you have filtered the records, Anthology Student displays a list of assignments for faculty members. For example, if more than one faculty member is assigned to a class, there is a record for each faculty member.

If you select All or Teaching for Teaching/Non-Teaching in the filters, Anthology Student lists the teaching activities (classes) your institution assigned to faculty members using the Class Scheduling workspace. (Select the Class Scheduling tile.)

You can filter the assignments by selecting particular Departments using the Department filter.

When using Faculty Workload Management, on save of the class section in Class Scheduling and Non-Teaching activity in configurations, the default position for each faculty based on the term configured will be assigned for the teaching and non-teaching assignments. This is used for the assignment load validation in:

  • Load Validations (Select the Processes tile > locate Faculty Workload > select Load Validations.)

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

If no default position is assigned, Anthology Student will display a blank position and the record cannot be processed by the Batch Processing Load Validations until a position is assigned.

In the Class Scheduling workspace, you can use the Copy Class Schedule button to copy:

  • All Class Sections to Term

  • Single Class Section

  • Selected Class Section

Anthology Student creates these class sections as assignments for the respective faculty member. The assignment created is displayed on the Assignment Manager page.

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

To view the page, you must have:

  • Common - Processes - View authorization

  • Faculty Workload - Processes - Assignment Manager - View authorization

Access Method

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

Process to Validate Loads and Generate Pay

Add or edit the assignment, validate loads, and generate earning lines.

Next

View and confirm the earning lines for the assignment if you generated pay.

Next

Export the earning line:

  • As a Microsoft Excel file, if you have not integrated
  • To an External Payroll system, if you have integrated

Next

Finalize the assignment.

Details for the Steps in the Process

Add or Edit Assignments, Validate Loads, and Generate Earning Lines

View and Confirm Earning Lines for an Assignment

Export Earning Lines for an Assignment

Finalize an Assignment

Additional Actions Available

Delete Assignments for Non-Teaching Activities

Generate or Regenerate Earning Lines

Reset Assignment Statuses

Return the Overall Status for Assignments to Draft

View Load Types for Assignments

Columns

Activity NameClosed The name of the activity. For teaching activities, it is the name of the course. For non-teaching activities, it is the name specified when it was configured.

Applied from BankClosed The "Applied from Bank" column indicates Yes if the assignment was created from the bank Processes > Faculty Workload > Load Banks) and No if the assignment was not created from the bank. The column is hidden by default. If you try to reset the validation status and re-validate the load, the following message appears: "This assignment was created from the bank, it cannot be reset here. If you wish to edit the loads, please delete the assignment and recreate it with the edited loads from the bank."

Assignment TypeClosed Specifies the onload assignment types used in workload validation and pay generation. They are configured by your institution. Assignment types that were configured with No for Has Payroll field, cannot be selected for compensation plans or added to the payroll information for staff.

Contribution PercentageClosed If all load types for the activity were configured with a value of No for Allow Override, specifies the percentage the staff member is contributing. For example, if the default is 12 credit hours, the value for the remaining is 12, and you specify 50%, Anthology Student displays 6 credit hours.

DepartmentClosed Specifies the name of the department applied for the assignment.

Has PayrollClosed Specifies the assignment's assignment type is configured for generating earning lines. For Yes, the assignment type can be selected in compensation plans and is included in payroll.

Has Payroll For OverloadClosed Specifies whether the assignment's overload assignment type is configured for generating earning lines. This value depends on the Overload Assignment Type Applied column.

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.

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.

Overload Assignment Type AppliedClosed Specifies the name of the overload assignment type applied for the assignment. If it is blank, it is not applied.

Overridden ByClosed Indicates the name of the staff member who overrode the assignment. This column is hidden by default.

Overridden DateClosed Indicates the date when the assignment was overridden. This column is hidden by default.

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.

Pay Generation ReasonClosed If Anthology Student could not generate the earning lines, the reason why not. For example, no pay cycles were found.

Processed From BatchClosed Indicates that the assignment was processed from a batch. This column is hidden by default.

PositionClosed The position for the staff member. Positions are configured by your institution. The position must have a single staff assignment for any given duration.

StaffClosed The last name and first name of the staff member.

Type of ActivityClosed The types of activities configured by your institution for teaching and non-teaching activities. Activity types are associated with courses and classes for teaching and their equivalents for non-teaching (non-teaching types and non-teaching activities). Teaching and non-teaching activities are associated with load types and limits in the policy lines in load validation policies so that their load can be validated.

TermClosed Indicates the term for which the assignment is assigned.

Filters

You can filter the list by specifying one or more of the following parameters and selecting the Apply Filters button.

Assignment TypesClosed Specifies the assignment types used in workload validation and pay generation. They are configured by your institution. For example, an adjunct assignment that is paid or an on-load assignment that does not require payroll. Assignment types that were configured with No for Has Payroll, cannot be selected for compensation plans or added to the payroll information for staff.

DepartmentsClosed Select the available departments.

StaffClosed Select the staff member/s from available campuses

Teaching/Non-TeachingClosed Select the type of activity. Select Teaching for class activities. Select Non-Teaching for the activities that your institution configured as not teaching, but contributions to the education process. Select All if you want to view both the teaching and non-teaching activities.

TermsClosed The available terms.

Note: Active staff members (faculty members) available for selection are based on all Campuses that you have access to. You can search by Name and Code.