This article explains the Default Assignment functionality.
The Default Assignment feature reduces the instances of time pairs existing on a Timecard which are not associated with an Assignment. Designating a Default Assignment is optional.
If an employee has more than one active Assignment in a client portal, the Assignment selected as the Default will automatically be applied to a time pair if none is selected by the employee when the time is entered (at punch). This is useful when the time capture method is not configured to allow employees to choose which Assignment to punch into. If time is entered manually by a Manager, Partner, or employee and an Assignment is not chosen, the Default Assignment will not be applied to the time.
An Assignment is designated as the employee’s Default Assignment when the Default checkbox on the Assignment record is marked. Only one Assignment can be designated as an employee's Default Assignment at a time.
Set an Assignment as the employee's Default
1)
2) Click the Assignments option. |  |
3) Find the Assignment you want to identify as the Default and then click the pencil icon in the Edit column. |  |
4) Mark the Default checkbox. |  |
5) Click the Update button. |  |
| A message will display near the top of the page that the record was saved successfully. |  |
| The Default checkbox will appear selected in the Assignments list. |  |