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 an item in the Positions column for the desired team to display the Positions List page. The team must be active.
- 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 FTEE 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 FTEE represents the actual FTEE the staff member assigned to this position has the ability to provide. The FTEE 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 FTEE. 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