Review of the work planning for department

The functionality Working hours planning provides a clear overview of the created planned working hours by different parameters, one of them is according to the departments.

In the following instructions, we present an example of reviewing the created planned working hours for the department.

Case summary The person responsible wants to prepare an overview of the plan for the manufacturing department for the period from 01.02.2024. to 15.02.2024. They review the departments plan by following these steps: 1.  Entering filtering criteria 2. Review of the work planning for department

1. Entering filtering criteria

The person responsible wants to see the planned working hours for a specific department. To do this, they select Personnel I Calendars I Working Hrs Planning:

HINT For more information, please refer to the technical instructions page, Employee Working Hours Planning.

A form appears on the screen:

The person responsible filters the display by selecting the following parameters in the left bottom corner:

• Employee: from the drop-down list they select the employee.
• Department: they select a department from the drop-down list.

In our case, they chose: Manufacturing. 

• Job: they select a job from the drop-down list
•  Superior: they select a superior from the list
• Cost Center: select a cost center from the list
• Calendar Entry Type: select the calendar entry type from the list
• Calendar: select a calendar from the list
• Shift: select a shift from the list.

WARNING If all of those fields are left blank (Employee, Department, Job, Superior, Cost Center, etc.), information about all employees will be displayed.

• Date From: they select the start date for filtering.

In our case, the start date is entered as 01.02.2024.

• Date To: select the end date for filtering.

In our case, the end date is entered as 15.02.2024.

• Show only active employees - If enabled, the search results will show planned working hours only for active employees.

Clicks on FIlter.

2. Review of the work planning for department

By selecting the criteria, the following overview is displayed:

There are various columns visible, and customization of column appearance on the screen is possible.
The following columns can be selected:

• Picture: Employee's photo
• Employee: Employee's name
• Reg. No./ID: Employee's ID number
• Department: Employee's department
• Weekly Fond: Employee's weekly fond
• Skill/Ability: Skills and abilities defined within the job position
• Job Start: Planned start time of the job
• Job End: Planned end time of the job
• Position: Position of the Employee
• Superior: Superior of the Employee
• Day and date: Date and day of the week for chosen dates.