Scheduling |
The Scheduling tab enables you to display and define information about employees' labor schedules. If the optional Shop Scheduling module is installed, this tab associates the employee with a calendar ID that defines the employee's weekly hours and holidays.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on employee ID, employee name, assigned shop location ID, account ID, and whether the employee charges time, among other values.
The field in the top section of this tab defines the data that displays.
Employee ID
Unique identifier of the employee currently selected in the grid or that you are defining. This field has a list box. If the ID already exists, the employee name displays to the right of the ID.
The fields in the bottom section of this tab define the employee’s schedule. If the Shop Scheduling module is installed, all information is optional. Otherwise, all fields are required.
Charges time
If this field has a check, the employee’s time is recorded. This option enables you to use the employee ID on screens that require that you specify an employee who records labor, such as the Data -> Shop Activity -> Employee Labor Capture and the Data -> Equipment Activity -> Testing -> Setup -> Test Results screens. There must also be a value in the Default time code ID field on the Rates tab.
Can be scheduled
If the optional Shop Scheduling module is installed and this field has a check, labor for this employee can be scheduled. To enable the module to do this, there must be information in the Calendar ID field.
Date and time available for scheduling
Date and time employee first became available for work in the assigned shop.
Calendar ID
Identifier of the employee's calendar. If the optional Shop Scheduling module is installed,the employee is associated with a calendar ID that defines the employee's weekly hours and holidays. If there also is a check in the Can be scheduled field, the module schedules labor for the employee starting at the date and time available for scheduling. This field has a list box. The calendar description displays to the right of the ID.
Calendar IDs are defined on the Data -> Setup -> Organization Structure -> Calendars screen.
Crew assigned to
Number of the crew to which the employee is assigned.
Note: If a task requires a crew, the Shop Scheduling module groups employees together to complete the task based on this field. When you accept the suggested assignments, whether one employee or multiple employees have been assigned to the same task, the information is transferred to the Data -> Shop Activity -> Work Assignment -> Work Assignment screen. If multiple employees have been assigned to a task, each one must post his or her time separately to the work order to which he or she is assigned.
Days of annual leave
Number of days of annual leave that the employee receives.
The fields in the Employees who report to this employee screen group identify the employee's direct reports. All fields are optional.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Employee ID
Identifier of the direct report employee. This field has a list box.
Name
Name of the employee associated with the ID. This field is display only.
Temporarily loaned to
Identifier of the supervisor to whom the employee is being loaned temporarily. This field has a list box.
Name
Name of the supervisor to whom the employee is being loaned temporarily. This field is display only.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Accrual time type
The accrual time type used for the time balance. This field has a choice-list to choose the type. Accrual time types are set up on the Accrual Time Type screen. Each row must have a unique accrual time type, and must be a valid, active entry.
Description
The description of the accrual time type. This field displays with the description of the time type when a type is selected on the previous field.
Current balance
The current amount of accrual time. Time can be entered with up to two decimal places. This amount can be a negative number.