Editing School Assignments for Personnel

School personnel are assigned to schools when you add them. However, with the default capabilities, district administrators and district staff can change the schools that personnel are assigned to, and school administrators can assign personnel to their schools or remove them (unassign them) from their schools.

Who can do this with default capabilities?

District Administrators, District Staff, School Administrators

If you are a school administrator and you are assigned to more than one school, on the Home page, select your name and choose Change Role to choose the school you want to work with before following these steps.

  1. On the Home page, select Users.
  2. Select View Personnel.
    • To retrieve a list of all personnel, do not enter any search criteria and skip to step 4. (If you are a school administrator, this only finds personnel in your school.)
    • Type the person's first and/or last name in the appropriate blank fields. You do not need to type the entire name if you are not sure how it is spelled; the software can perform partial matches.
    • You can select the person's school for this search from the School drop-down list.
    • If you check the Show Inactive/Unassigned Personnel Records box and you select a person whose record is inactive, you cannot assign that person to a school until you reactivate his or her record.
  3. Select Search.
  4. The personnel who matched your search will be listed. Click Select next to the person's name. (If the list is long, you may need to select Next >> and << Previous to move forward and back through the list.)
  5. The View Personnel page will open, showing you more information about the person you selected. Follow the steps that apply to your position:
    1. Select Edit School Assignments on the View Personnel page.
    2. When the Edit School Assignment page opens, the person's current school(s) will be listed on the top of the page. If you want to remove the person from a school, select Unassign in the row for that school. You can also change the person's position at the school by choosing a different position from the drop-down list. The position that you choose determines which tasks the person can perform in the software.
    3. Personnel who are not assigned to any school or the district will not appear in future search results unless you choose to include inactive/unassigned personnel.

    4. If you want to assign this person to another school, find the school in the list below the buttons on the page. When you find the school, select Assign in the row for that school. The school will be added to the list at the top of the page. Be sure to use the Position drop-down list to choose the person's position in this school.
    5. When you have finished changing the person's school assignments, select Save. If you decide not to save your changes, select Cancel instead.
    • If the person is not currently assigned to your school, you can assign him or her by selecting Assign to School.
    • If the person is assigned to your school, you can remove him or her from your school by selecting Unassign from School. Then, click OK to confirm that you want to do this.
    • To assign an inactive or unassigned person to your school, select Reactivate Personnel Record (if the person was assigned to your school before) or Activate Personnel Record in This School.

    Personnel who are not assigned to any school or the district will not appear in future search results unless you choose to include inactive/unassigned personnel.