Availability Planning—Exercises
Basic Data Setup
Purpose: The purpose of this exercise is to set up the basic data
required for running this particular functionality. To enter this data, follow
the instructions in the
Administer
Employees, Administer
Wage Codes and
Administer
Working Hours Schedules exercises. If you have completed these
exercises, the data you need should already be in the database, and you can
proceed directly to the main exercises.
Main Exercises
Purpose: The purpose of this lesson is to show you how to
operate the graphical scheduling window. How to assign schedules to employees,
and enter deviation days for different types of absence and changes in the working hours
information for an employee.
Windows:
Availability Planning
Basic operations in the graphical scheduling window
Purpose: The purpose of this exercise is to show you
how to populate the window, how to toggle between week and day mode, and how to
change the date interval displayed.
Windows:
Availability Planning
- Open the
Availability Planning window.
- In the right-mouse-button menu, select the "Change Date
Interval..." option and enter a relevant planning period.
- Press F3 (or F2) to open the Query dialog and enter, e.g., the appropriate
Org. Code or a list of employee numbers.
- When window is populated, use the "Expand Descendents..." option
in the right-mouse- button menu (in the left part of the window), or simply
click the folders. Now you should see the available day types.
- Select the "Show Weeks..." option in the right-mouse-button menu
(in the mid or right part of the window).
- When window is populated, use the "Expand Descendents..." option
again, or click the folders. Now you should see the available (default)
combinations of cycle schedule and shift. Note! If user-preferred default
schedules are defined, you will only see these. You can query for all
schedules via the right-mouse-button menu.
- Deselect the "Show Weeks..." option to toggle back to day mode.
Point the mouse over a schedule or day type in the Gant area to see it's
identity.
Drag and drop schedules
Purpose: The purpose of this exercise is to show you
how to assign schedules to employees and how this affects the employee schedule
assignment information.
Windows:
Availability Planning
Employee Schedules and Rules
- Open the
Availability Planning window and the Employee
Schedules and Rules window.
- Select the "Show Weeks..." option.
- Select your employees in both windows and compare the table based
information with the Gantt information.
- Select a schedule by pointing the mouse and holding the left mouse button
down. Drag the schedule to the Gantt area and drop it in any of the weeks.
Save the new information.
- Go to the
Employee Schedules and Rules window and see how
the information has changed.
Drag and drop day types
Purpose: The purpose of this exercise is to show you
how to enter deviation days and how this affects the working hours information.
Windows:
Availability Planning
Employee Deviation Days
/Deviation Days
- Open and populate the
Availability Planning window.
- Deselect the "Show Weeks..." option. You should be in day mode.
- Drag a day type to the Gannt area and drop it on any of the days. Save the
information.
- Go to the Deviation Days window (use the right-mouse-button option
"Enter Deviation Day..." found in the employee row) and you should
be able to see the change you did.
- Note how the deviation day is "overlapping" the original one in
the Gantt area.
- Drag and drop a new deviation day on top of the first and see how the
Deviation
Days information is updated.
Enter absence
Purpose: The purpose of this exercise is to show you
how to enter various absence to an employee.
Windows:
Availability Planning
Employee Deviation Days
/Deviation Days
- Open the
Availability Planning window.
- Select the "Enter Deviation Day..." option in the
right-mouse-button menu found within the employee row.
- Now the
Deviation Days tab is opened and automatically
populated with the date interval from the Gantt area.
- Enter and save an absence (not a day type). Use the F1-help if necessary.
- Look in the Gantt area what happened. You should see the day has been
marked with lines.