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Creating a New Workspace History Entry

By adding workspace history entries to a staff member's record, you help to ensure that all of the staff member's experience will be taken into account by the users responsible for assigning staff to workspaces. To add workspace history, your security role must have permission to update staff. For more information, see "About Security Permissions".

When you first export a staff member, Proliance automatically creates a workspace history entry for the workspace. However, you can manually add a workspace history entry at any time.

To add a new workspace history entry

1. Open the Staff register.

— or —

Open the Staff tab of the appropriate org company or business unit.

2. Select the staff member who is receiving the new workspace history entry.

The Main page for the staff member appears.

3. Click Edit.
4. Click the Workspace History page.

A list of the workspaces that the staff member has been involved appears.

5. Click Add Line.

Proliance creates a new row for the workspace history entry. The Staff Workspace History Status dialog box appears.

6. Select the category that describes the workspace history status for the current staff member using the Staff Workspace History Status dialog box.
7. Complete the following required information:
• Workspace Name:Type the workspace name for sorting and filtering purposes.
• Workspace Number:Enter an identifier for the workspace. The workspace number can include any alphanumeric character. This number is useful for sorting and filtering purposes.
8. Complete any additional required information. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".
9. Click Save.

Proliance saves the page. Click Exit Edit Mode when done.

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