Creating TBx (TBH, TBT, TBR) assignments

When you are planning your go-to-market strategy, it is almost inevitable that you will be looking to hire staff, replace staff or transfer staff in the future to fill certain roles. You can represent these hiring plans by adding New Hire, replace or transfer assignments respectively, for a future date.

Once in the system, these TBx members can be used for planning, ramp calculations of targets, etc.

Assignment Type and the name of the user selected should be of a valid combination to create TBx assignments. Else we need to create a TBx placeholder. 

Clone fields

Setting up clone fields in tenant settings is necessary to Create a TBx placeholder. 

Setting up Clone fields

  1. Click the Settings icon (gear) in the navigation bar. 
  2. Click the Tenant Settings tab. 
  3. Locate people clone fields in the People settings tab.
  4. Choose those fields which need to be cloned to the TBx user. 
  5. Select Save settings. After 20 minutes you can see the configuration changes.

Accessing Assignments

Assignments can be accessed and made through both the Team Design module, as well as the Territory Design modules.

  1. Click Team Organization on the Teams tile. 
  2. Select the node in the hierarchy at which you want to assign the person. 
  3. Select the assignment tab and click on Add New.

Creating TBx (TBH, TBT, TBR) Assignments (Clone fields not set-up)

  1. Select the type of assignment you need to add to the team. 
  2. Choose the name of the person who will be assigned from the dropdown menu. For TBx records, you can select any user or the default TBx hardcoded value. 
  3. Select the role to which the person will be assigned this particular node. 
  4. These assignments are linked to their respective productivity profiles. Once the role is selected the productivity profile is automatically populated. 
  5. The start and end date are also automatically populated. 
  6. Click Next. 

Creating TBx (TBH, TBT, TBR) Assignments (Clone fields are set)

  1. Select the Type (New hire, Replace, Transfer) of assignment that you need to add to the team.
  2. Select the Name of the person who is going to be assigned from the drop-down list.
  3. You can select the respective TBx user of the same type.
  4. You can create a new placeholder record.
  5. If no records exist of the type, then the default option is to create a new placeholder record.
  6. Select the Role the person will be assigned to for this particular node.
  7. These assignments are mapped to their respective productivity profiles. Once the role is selected, the productivity profile gets auto-filled.
  8. The start date and End date are auto-filled from the Roles module.
  9. Select Next. You will be taken to a screen that provide the productivity assumptions based on the assignment type. Select Save and the assignment is created.

Creating a TBx Placeholder

Once the clone fields are set in Tenant Settings, the create a TBx placeholder value is made in the name field. 

Below is the illustration of how a TBH placeholder is created. 

  1. Select the name of the person whose details need to be cloned. 
  2. Select the node where the placeholder needs to be created. 
  3. Verify the clone field values that get displayed.
  4. Select Next and Save. TBx placeholder is created in the assigned node. 

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