When several planners manage different populations, they sometimes need to exchange employees. A manager makes their employee available, a manager from another section can then borrow them.

In resource view, it is possible to display availability posts in the lower area. This displays the number and the employees available in the other sections. When you select an employee on an availability post, they appear in red so that you can find them more easily in the grid.

 

Click to enlarge/reduce        To declare an employee available:

1.Select the days concerned with the mouse in the planning grid for the employee required.

2.Right click, Make available.

3.Click on icn_plus to add the availability period. The dates will be completed automatically according to your selection.

4.Enter a Comment if necessary.

5.Click on icn_validate to confirm.

6.Validate.

7.Th employee appears in black on the availability post.

Click to enlarge/reduce        To view the availability periods of a particular employee:

1.In the planning grid, select the relevant employee using the mouse.

2.Right click, Make available.

The availabilities window appears on the screen and lists the employee's availability periods if any. From here you can create or modify new availability declarations.

 

Availability_display

The days for which the employee has been made available appear hatched in the planning.

Availability_taken from me

The available employee was borrowed by another manager for four days.

Availability_taken by me

I have borrowed this employee for four days. He remains available for another manager for 3 days.

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Use tooltips to see the details of a day.

Click to enlarge/reduce        To borrow an available employee:

When an employee has been declared available by another section, you can borrow him/her from the availability post in Area 4. Available employees not belonging to your population appear in blue on the post. They are struck out if you have already borrowed them.

icn_info

Enlarge the size of the line of the post in order to be able to read all the names.

1.Click on the employee concerned. He/she is selected for the entire availability period and appears in red.

2.Right click Borrow. The setup window for borrowing criteria is displayed on the screen.

3.Adjust the Dates if necessary.

4.Select a Section

5.Add a Comment if necessary.

6.Click on icn_validate to confirm.

7.Validate.

8.If applicable add a second borrowing period by clicking on icn_plus and completing the form as described above

9.The employee no longer appears as hatched but the small arrow indicates that he/she has been loaned to me.

icn_info

To view this employee in the planning, look at the section to which he/she is assigned on the day the planning opens.

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By default, borrowing is only possible with populations other than the open planning population.

By activating the feature Allow the management of loans/borrowing at the organisation chart level when opening the planning, it will also be possible to borrow employees between selected and unselected organisation chart levels, within the same population.
Click to enlarge/reduceTo view borrowing periods for your employees:

Right clicking on Area 1 then clicking in the menu on History of changes in personnel lets you consult the history of all staff loans between sections. The loans are displayed in the Loans tab with the dates, the destination section and the name of the borrower.

See also:

Availability posts