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Employee Scheduling


The Employee Scheduling tab enables you to specify the types of skills required to perform the task on equipment units in the class. An equipment unit’s class for resources determines which entries on this screen apply to the unit. The Shop Scheduling module considers employee skills a resource required to perform a task. Because the module considers resource availability when it schedules the tasks, it uses the information on this screen to identify and schedule an employee (or crew) who can perform the task.

Detail Header

The fields in the top section of this tab define the data that displays.

Equipment class ID

Identifier of the equipment class for resources (assigned to equipment units on the Classes tab of the Data -> Equipment Units -> Fleet Equipment screen). This field has a list box. The class name displays to the right of the ID.

Equipment classes are defined on the Data -> Equipment Units -> Setup -> Equipment Class -> Primary Information screen

Task or standard ID

Identifier of the single repair task, repair group, or PM service to base the standard on. This field has a list box. The following choices are appropriate for employee scheduling:

The task description displays to the right of the ID.

Detail View

Data in the fields in the bottom section of this tab specify crew requirements and skill types. Unless otherwise indicated, these fields are optional.

Crew required

If this field has a check, a crew is required to perform the specified task for a vehicle class. You must also specify how many technicians of each skill type are required to complete the task.  

Employee skills required to perform this task on units in this class Group Data Table

The fields in this screen group enable you to specify the number of technicians and skill types required to perform the task.

Delete

To delete the entries in the fields to the right, place a check in this field and click Save.

Skill type

Special skill or training required in order for the employee to perform the task on equipment units in the class. This field has a list box. Employee skill types are recorded on the Skills tab of the Data -> Shop Activity -> Setup -> Employees - Primary Information screen. The skill type can help when calculating labor rates for surcharges for special skills. For more information, refer to the Determining Labor Rates page.

Quantity of technicians

Number of technicians required to perform the task on equipment units in the class.