Workers
The Workers panel of the Daily plan document type register allows you to define which workers are delegated to the daily plan. You can choose between all the employees of the company, employees of a selected department, subordinates of a selected superior, or you can create a custom list of employees.
The settings can be accessed from the menu Settings | Program | Document Types. The register of document types opens, where you expand the Plans panel, select the Daily plan panel, and then select the Workers panel.
Below is a description of the register’s features.
In this section, you can select which workers are assigned to the daily plan.
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All
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If selected, all employees of a company are assigned to the daily plan.
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Department
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If selected, only workers assigned to the department chosen in the Daily Plan document type register are assigned to the daily plan.
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Subordinate employees
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If selected, only workers who are subordinate to the superior of the daily plan are assigned to the daily plan.
The superior is chosen in the field Superior on the Daily Plan form.
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Custom
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If selected, a table appears on the form for creating a custom list of workers assigned to the daily plan.
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The table is visible only if Custom is selected. Here you can select the workers that you wish to assign to the daily plan.
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Employee
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Enter or select the ID of the employee from the Employee files register.
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First Name
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Displays the first name of the worker.
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Last Name
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Displays the last name of the worker.
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Department
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Displays the department to which the worker is assigned to.
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