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Using the planning of posts

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The planning of posts enables you to operate in the opposite way to the usual resources planning. In the resources planning, you plan absences, schedules, on-call duties and activities for employees. In the planning of posts, the employees are assigned to posts. The posts are the same as those defined in the posts and requirements management.

Operating principle

You can access the planning of posts by clicking on Posts in the dropdown menu Upper area on the toolbar. After creating a post and assigning it to a planning of posts, you can start work. The palette then lets you assign employees and provisional employees to the posts and not schedules to employees. It can be filtered by Job title, Skills, Work cycle, Organisation chart (see Time and Activity manual). Also from the palette, you can close or open a post.

The post view

The change of Viewing mode works in the same way as in the employee planning. In order to view all of the information shown in the planning for the chosen post, switch to extended mode or use the icon. The contents of the cell of a post can be customised from the configuration of planning of posts.

icn_info

Use tooltips to see the details of a day.

You can display the employee planning in the lower part of the screen (Area 4) by selecting Employees in the Lower area dropdown menu on the toolbar.

Displaying customised results

The right-hand part of the screen (Area 3) lets you compare the requirements and results of a post. This information is defined in the customisation. To access the screen for creating customisations, click on the icon:

The sub-menu displays the list of all customisations already created and gives you the opportunity to create a new customisation:

•Clicking on one of the customisation areas already created allows you to select and display all information saved in this customisation area.

•Clicking on Customise allows you to open the setup window in order to add, modify or delete a customisation. Follow the same procedure as for the results area.

•Clicking on displays the results column on the right.