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Microplanning

Microplanning shows the overview of planned employee work.  It enables you to add absences, insert working hours and copy planned working hours between employees and between companies.

After selecting the database you can plan employee working hours on the selected database in the following way:

Table of contents

  1. Calendar
  2. Shifts and Absence
  3. Criteria
  4. Review according to the entered Criteria

1. Calendar

By dragging the mouse pointer you can select the desired days of the month.  Selected days are then shown on the right part of the screen, which is described in more details under topic 7. Review according to the entered Criteria.

2. Shifts and Absence

Shifts

Shown are the shifts set under Settings l Personnel l Time Terminal l Working HoursA new shift can be added by clicking on the button .

When planning, these shifts can be drag&dropped to the desired day for the employee.

Absence

Adding absences works in the same way as adding shifts.  Drag&drop it to the desired day for the employee.

Hint

For a more detailed use of adding an absence see Add Absence section in Employee Working Hours Planning.

 

3. Criteria

Fields are:

Fill in Calendar button can be used to fill in the working hours based on the chosen criteria.
Copy Plan between Employees button. If one or several employees need to have the same plan, then we can plan work for one employee and then copy the plan to others.
Employee Select employee or leave empty to view for all employees
Department Select a department or leave empty to view for all departments
Job Select a job or leave empty to view for all jobs
Superior Select a superior or leave empty to view for all superiors
Cost Center Select a cost center or leave empty to show for all cost centers
Calendar Entry Type Select a category entry type or leave empty to view for all
Calendar Select calendar ID or leave empty to show for all
Shift Select the shift or leave empty to show for all
Date From / To Select the beginning and ending date you want to view
Show only active employees If enabled, the search results are going to show planned working hours only for active employees
Show only subordinate employees If enabled, the search results are going to show planned working hours only for the user's subordinate employees.
Reset filter
After enetering the search criteria click filter to view the results

4. Review according to the entered Criteria

 On the calendar chosen dates are shown right of the listed employees.

There are multiple columns possible to see and the user can modify the column appereance on the screen:

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 Abbilities listed in the register Positions of Employment
Job Start Start time of Job
Job End End time of Job
Position Position of the Employee
Superior Superior of the Employee
Day and date Date and day of the week for chosen dates

 

 

 

 

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