View FCM Assignments by Person

 

Managing your financial work items appear under the Financial Workload tab. Here you can assign, unassign, and end assignment by worker or by person.

To view all of your financial ticklers, complete the following steps:

  1. Click the Financial tab; then the Workload tab. The FCM Workload navigation bar appears on the left of the screen.

  2. Click the Assignments by Person link in the navigation bar on the left. The Assignments By Person screen appears.

  3. Enter the Person ID.  Click Filter. The results populate in the Child Information table.

  4. The employee assigned populate in the Assignments table.