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Managing employee lending

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Kelio Planning lets you introduce staff loans between sections over the period desired, independently of the job title, skills, etc. This gives you a simple resource, with a graphic view in your section's planning, and also in that to which the employee is loaned.

Lend an employee

1.Right-click on the employee to be lent and then select Lend:

2.Select the start and end dates of the lending.

3.Specify the Destination section, i.e. the section that will receive the employee and be authorised to plan his/her schedule.

4.To retain the right to plan the employee during this period, activate the check box Plannable. Otherwise, the lending period will be greyed out in this employee’s planning and you will no longer be able to plan it, unless you delete the lending or activate the check box.

5.Enter a Comment if necessary.

6.Click on to confirm.

7.Click on the button to add a new loan period.

Viewing in the planning:

Lending_pink mark

A pink arrow appears on this day, the employee thus belongs to the population currently being viewed but has been loaned to another population. It is always possible to plan him/her as the day is not greyed out.

Lending_black mark

This day is greyed out, the employee is thus lent. His/her schedule cannot be planned on this day for the open population.

icn_info

This symbol also appears on the on-call duty line .

Lending_blue mark

A blue arrow appears on this day, the employee thus does not belong to the population currently being viewed but appears since he/she has been loaned. It is possible to plan him/her as the day is not greyed out.

Lending_no mark

This day is greyed out, it is outside the employee loan period. His/her schedule cannot be planned on this day for the open population.

icn_info

By default, loans are 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 lend employees between selected and unselected organisation chart levels, within the same population.

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.