If staffing looks wrong, compare approved position FTE with every assignment active on the selected date. If the totals are right but an issue remains open, check the dates and condition described by that issue.

Before you begin

You need the View positions permission to review staffing and the View employees permission to see employee names. Correcting assignments or recording staffing decisions requires the Manage employees permission for the affected position and employee departments.

Check the effective date

Confirm the date shown on the page. An assignment can start or end while the position remains active, so the same position can have different staffing results on different dates.

Review the day before and the day of each assignment start or end. An end date is the first date the assignment no longer counts.

Example: assignment handoff

One assignment ends July 1 and another begins July 1. On June 30, the first assignment counts. On July 1, only the second counts. If both count on July 1, review whether the earlier end date was entered one day too late.

Check the position and assignments

Confirm the position’s approved FTE, active dates, department, job code, and schedule. A proposal or future approved change may differ from today’s values. Then check every assignment’s employee, dates, and FTE. The employee must be available and have a status that counts as active.

Approved FTE Active assignment FTE Result
1.0000 0.7500 0.2500 vacant FTE
1.0000 1.0000 Fully staffed
1.0000 1.2000 0.2000 overassigned FTE

Two people at 0.5000 FTE each count as two people and 1.0000 assigned FTE. Check other assignments if an employee appears overassigned. Your organization’s one-to-one assignment rule can block overlapping relationships even if the FTE total is within capacity.

Correct staffing

  1. Open Issues and choose Staffing.
  2. Open the issue number and check its affected position, dates, and staffing need.
  3. Follow Add assignment, Review assignments, or Edit assignment, as appropriate.
  4. Save the correct dates and FTE, then review the position and issue again.

An assignment ending July 1 no longer counts on July 1. A replacement starting later does not cover an earlier gap. If approved capacity needs to change, use a position request; do not alter assignments to imitate that change or enter a false assignment to clear an issue.

After a correction, Awaiting verification means a staffing check still needs to confirm the result. Full coverage resolves the issue; partial coverage leaves the remaining need open. If the issue remains, check its date, all active assignments, employee and position status, and whether verification finished.

Record an intentional arrangement

For an intentional vacancy, partial staffing, or overassignment, open the issue’s Accept arrangement tab and record the reason. This keeps the calculated staffing totals unchanged. Accepted arrangements appear in History.

To review the arrangement later, choose Review later with a future date. The issue returns if the date arrives and the condition still exists. A verified correction resolves it sooner. Changes to the relevant staffing information can require another review.

An accepted arrangement remains accepted through ordinary refreshes. If the underlying condition clears and later returns, or its relevant evidence changes, the issue opens again with its earlier history intact.

After correcting staffing, wait for budget, compensation, or forecast results to update before reviewing them. Access to staffing does not include financial information. Correction links appear only when your permissions allow the action.

See Review and resolve issues for shared issues and review dates, or Manage assignments for the full assignment procedure.

Get more help

If staffing remains wrong after verification, contact support with the position, effective date, assignment dates and FTE, issue number and status, and the result you expected. Leave protected employee pay out of the message.