Assign Staff to a Position
To assign staff to a position:
From the Position List screen:
- From the Modify an Existing Team
page, click the View Positions and
Staff Assignments link. The Position
List screen will display.
- Click a Not Assigned link
in the Staff Name column
to display the Assign Staff to a
Position screen. The position must be active.
- Enter the first 3 letters of a staff member's name and click Search. If no staff member is found,
click the Search VistA button.
See the Search for VA Staff
section for details. See section below for staff assignment rules.
- Staff member information will display. Enter an Assignment
Date and an FTE number,
if required. The Assignment Date
will be defaulted to the current date and will allow you to override,
but not prior to the position’s creation date. The FTE
represents the actual FTE the staff member assigned to this position
has the ability to provide. The FTE
for the staff member assigned to this position cannot be greater than
1.00 across all positions/teams to which he or she is assigned within
a station or within station(s) with the same first three digits of
the station number (i.e., the parent station).
- Click Submit to continue,
Cancel to cancel. You'll get
a success message and the staff member's name will display in the
Staff Name column.
From the Modify an Existing Position screen:
- From the Update a Team Profile
page, click the magnifying glass icon in the Actions
column that corresponds to the position you want to staff.
- The Modify an Existing Position screen will display. The Current
Staff Assignment section will display Staff Name, Role and Actual
FTE. Click the Assign Staff
button to assign a staff member to the position.
- The Search for Staff dialog
box displays. The Staff Role
is displayed and can be edited. Note:
If the Staff Role has been indicated for the position, the staff member
must be valid for the Staff Role in order for the assignment to occur.
If the Staff Role has not been indicated for the position, and if
the role indicated for the position has a position(s) associated with
it, the staff member must be valid for the Staff Role Provider Type(s)
in order for the assignment to occur.
- Follow the steps described above to assign the staff member to
the position.
- When the assignment is created; the assignment date/status/reason
will be captured in History.
Mental Health Team Specifics:
- When assigning a staff member to a mental health team, each staff
member is allowed to be assigned to more than one position on the
same team. This is needed since the staff member may serve as Mental
Health Treatment Coordinator (MHTC) to some patents and not others.
See Also:
Update
a Team Profile
Search for
VA Staff
Remove
Staff From a Position
Reassign/Change
Staff Assignment
Preceptor/Preceptee
Relationships