Palette

This palette contains all the elements that you have activated and to which you are authorised Your authorisations have been predefined in the User rights module.

The last element selected always appears on the first line at top left. In all the tabs you can search in the columns, classify according to entity (optional) and sort into alphabetical order by clicking on the column header.

Create a reusable comment

1.Activate the comments in the toolbar.

2.In the Comment tab in the palette, click on and enter the text to be displayed.

3.If applicable add a level of Sorting.

4.Validate the input by .

Create a favourite activity

1.Activate the activities in the toolbar.

2.In the favourite activities tab in the palette, click on and select the elements desired from the dropdown menus.

3.If applicable add a level of Sorting.

4.Validate the input by .

See also:

Assign an element from the palette to the planning

This palette contains the list of plannable employees from the open population. It is possible to filter the list by Job title, Skill, Work cycle or Organisation chart.

The Provisional employees tab contains the list of all the provisional employees that have been created and that can be associated with the post.

The Closure tab lets you manage an exceptional and temporary closure of a post. When you close a post (e.g. for a breakdown or on a public holiday), the display on screen changes; the individuals assigned to this post appear in bold, the cell in grey and the requirement automatically switches to zero. To open the post again, click on Opening.

The Requirement template tab makes it possible for you to quickly assign a template for multiple posts and for multiple days.

To use the palette, simply select the element desired by clicking on the relevant cell, then click on the desired location in the planning grid.

As soon as you select an element in the list you will change to assignment mode. The cursor is then shown as a small hand. When you press the Shift key on your keyboard you may allocate this element several times in a row. The abbreviation and colour of the element or the surname of the person selected are shown in this grid.

To select several elements in the box at a time, you must hold down the Ctrl key. This is valid for schedules, absences, activities, cost centres and clients (optional).

A summary of the elements selected is displayed at the top of the palette and at top right of the screen.

Instead of searching for a schedule, an absence, etc. in the long list in the palette, you can use the dropper to take an employee from the planning and then assign it to another person. Simply activate the a key on your keyboard. The mouse pointer changes to a hand and the element is ready to be assigned. Keep the a key held down and click on the desired location to assign the element.

The dropper only picks up one element at a time. If you have several elements on a particular day, the dropper will only take the one that is visible.

Example:

You have planned an absence over a day. In the schedule, you can only see this absence since the cell has not been enlarged to display the default schedule. By positioning the dropper on the cell, it will only take the absence.

If you have made an input error, you can go back by right clicking in the planning Cancel or by pressing Ctrl-Z. To delete a single entry from a series of assignments, e.g. one day in a week of absence, you must right-click on the day in question and select Delete. A message will appear to ask for confirmation. Confirm via Validate.

Another method consists of restoring the default planning.

Assigning a default planning to an employee is equivalent to assigning the daily schedule and activity distributions corresponding to the weekly schedules (weekly, cyclic, or shift-based) and activities assigned to employees in Time & Attendance Management. This enables you to return to the initial status, even after modification.

To assign your default planning to another employee, right click on the planning grid Return to the default planning. You can choose to assign the default planning to the employees selected in the list, for the period entered. To make a selection, simply activate the corresponding check boxes.

If the Maintain planning of planned schedules check box is unchecked, the schedules already assigned to the employees selected for the chosen period are overwritten by the default schedule. The same will occur for allocated absences and activities if the Maintain absence / activity planning check boxes are disabled. If there is no absence or activity assigned for the chosen period, the boxes for maintaining them will not be displayed.

Depending on your needs, it is possible to display one or more tabs in the palette. To do this click in the toolbar on the relevant icon.

Example:

The Absences, Schedules and On-call duties tabs are visible in the palette. Clicking once on the icon makes the Schedules tab disappear. Just click again on the same icon to display the Schedules tab again. Repeat the same procedure for the other elements.

In all the tabs, whether in the resources planning or post planning palette, you have the option to sort the column descriptions in ascending or descending order. Additional sorting can help you navigate the list more easily.

To create a sort, you must:

1.Double click in the Sorting column.

2.Indicate a figure according to your priorities.

3.Click on the Sorting so that the elements are sorted according to your customisation.

Right click in a column header and then on Hide to remove the element from the list To bring it back, click on Display.