Assign a Time Allocation Directly

Direct allocation assignments take priority over allocation assignments derived from the worker's time processing profile.

We recommend that you create default time allocations and assign them to the appropriate workers through their time processing profiles. Then, assign more specialized allocations to specific workers using these steps.

1. Go to My Client Groups > Time Management > Tasks panel > Allocation Assignments.
2. Create an allocation assignment.
3. Select the time allocation and override the default start date, if appropriate.
4. Optionally select an end date.
5. Assign persons to the selected allocation by selecting at least one row in the search results.
   Press and hold the Shift key while clicking the first and last rows in a series to select all rows in the series. Press and hold the Ctrl key to select nonconsecutive rows.
6. Review the person assignments to make sure that they're correct.
7. Save your changes and close the guided process.