Review of the work planning for department

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

The following instructions present a case 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. The departments are reviewed as follows: 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, the person responsible selects Personnel I Calendars I Working Hrs Planning:

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

The following form appears on the screen:

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

• Employee: selects the employee from the drop-down list.
• Department: selects the department from the drop-down list.

In this case, Manufacturing. 

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

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

• Date From: selects the start date for filtering.

In this case, the start date is 01.02.2024.

• Date To: selects the end date for filtering.

In this case, the end date is 15.02.2024.

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

Clicks on FIlter.

2. Review of the work planning for department

When the correct criteria is selected, the following overview is displayed:

There are various columns visible, the appearance of which on the screen can be customized.
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 selected dates.