The approved position, employee record, and assignment each have their own dates. Changing one does not automatically make every other change your team needs.

Before you begin

Finish the first staffing result and Understand when a change takes effect. Use a separate Evergreen staffing practice organization. Keep Avery and the original coordinator unchanged.

Prepare two approved 1 FTE positions, Practice assignment ending and Practice employee move, using Patient Services Coordinator and Weekdays from January 1, 2027. Create Active employees Rowan Practice and Sage Practice, each at 1 FTE in Outpatient Services, and give each one regular 1 FTE assignment to the corresponding position. Use the creation, approval, and assignment steps from the first module with these reserved names. Record the generated numbers. No financial entries are needed.

Have the administrator make Patient Services Coordinator available in Inpatient Services from July 1, 2027. You need employee management access for the employee’s department and affected position departments. The two records keep the exercises independent.

End an assignment on the correct date

  1. Open Rowan Practice’s assignment to Practice assignment ending.
  2. Choose End assignment and record July 1, 2027 as its end date. Rowan’s final day in this job is June 30.
  3. Compare the position on June 30 and July 1. Assigned FTE changes from 1 to 0 and vacancy changes from 0 to 1; the approved position remains active at 1 FTE.
  4. Open Rowan’s employee record. Ending this assignment has not deactivated the employee or removed anyone’s account access.

For work that should never start, use the offered Cancel assignment action. For an entry that never represented the intended arrangement, use Void assignment with the required explanation. Inspect those choices without applying them to Rowan’s correctly ended assignment. Use the assignment reference for a separately prepared cancellation or void exercise.

Move the employee record

  1. Open Sage Practice’s Details and record an employee department change to Inpatient Services from July 1, 2027.
  2. Keep Patient Services Coordinator if available. If the form requires a replacement classification, select an available classification permitted in the destination department in the same change.
  3. Compare June 30 and July 1. The employee department changes; Practice employee move remains in Outpatient Services and its assignment remains 1 FTE.
  4. Review employee access for the new department and the position separately. The employee’s department governs access to the person, while the position retains its own department.

A real later FTE change needs the intended assignment timeline: end the earlier assignment on the first day of the new arrangement, then create the replacement assignment from that date. A wrongly entered original FTE needs a correction to the same assignment. Issue practice teaches that correction with its own prepared record.

Review an employee leaving and returning

Use Sage’s separate practice record after the department move. Open Deactivate, read the preview, and record October 1, 2027 as the leaving date. Review the assignments already underway and any future assignments before confirming.

Deactivation ends assignments already underway and cancels future assignments as described in the preview. The employee and assignment history remain. Account access is a separate decision for the access administrator.

Use the supported reactivation action for the same returning person. Choose January 1, 2028 as the return date. Inspect the old assignments before adding the intended new assignment explicitly. Reactivating an employee does not resume an ended assignment.

Check your understanding

Show Rowan’s unchanged approved position and ended assignment. Show Sage’s dated department move and later departure and return. Explain which record changed at each step, and why neither exercise changes Avery’s original 1 / 1 / 0 FTE result.

Keep the records and their history. Repeat with separately named practice employees, not by recreating an existing person.