Assign CAE workstations to employees

CAE job positions are assigned to coordination employees so that the system requests, only from the linked persons, the specific documentation required for that particular position.

How to assign CAE job positions

1. Access the coordination editor.
2. Go to step 5 · CAE job positions.
3. In the Employee Assignment - CAE Job Position tab you will find a matrix that crosses employees with the available positions.
4. Tick the corresponding cells to link each employee to the position that applies to them.
5. Click Go to coordinations to confirm the changes and exit.

Note

If the main company has already previously assigned you CAE job positions based on your coordination’s activity, when entering step 5 you will go directly to this assignment matrix.

Multiple assignment

The same employee can have several CAE job positions assigned at the same time. Tick all the cells that apply to their actual activity.

If you can’t find the position you need

If the CAE job position you are looking for does not appear in the matrix, or the existing ones do not fit your activity, you can add new ones:

1. Switch to the CAE Job Position Assignment tab.
2. Add the positions you need.
3. Return to the Employee Assignment - CAE Job Position tab to link them to the corresponding employees.

For more details on adding new positions, see Add CAE job positions to the coordination.

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Source: Smartosh internal documentation “Assign CAE job positions to coordination employees”, available at Scribe.