As standard, a simplified/simple and fully customisable planning screen is directly accessible from the Time & Activity module.

From this tab it is possible to perform basic actions for a planner, which include planning of schedules, absences, activities and comment input.

The planning can be opened individually or collectively with a view by the day. In this way, administrators have a grouped view of their team's daily schedules.

A new standard report lets you edit the planning that you have created for your employees.

tog_minusIcons

icn_calendar_blue

Select the period

resultats_jour_afficher

Display/hide the results by day

icn_resultats

Display/hide the results

icn_info_plan

Display the key and the list of possible shortcuts

icn_options

Configure the options

clé molette petite taille

Information customisation icon

icn_resize

Reduce/increase the size of the planning grid

icn_toolbox

assignment palette for the employee planning

icn_work schedule

Work schedule

icn_rest schedule

Rest schedule

icn_absence

Absences

icn_activity

Activities

icn_teleworking

Remote working

icn_comments

Comments

icn_anomaly

Anomalies

btn_presence

Attendances
tog_minusPalette

Using the palette, it is possible to assign an employee to a post or the various elements to an employee, in the planning grid.

You can open this box opens by moving the mouse over the icn_toolbox icon. It disappears when you move the mouse outside of the frame so that it doesn't get in your way when you don't need it. You may change its position by sliding the icon to the place on the screen that suits you best. If however you want the box to remain open, click on the padlock at the top right of the frame. When the box is fixed in position, the padlock is closed.

This toolbox contains all the elements that you have activated and for which you are authorised. Your authorisations have been previously defined in the User Rights module.

Absences

List of authorised absences to be planned

Business leave

List of authorised business leave to be planned

Schedules

Various sorting criteria: Background, Type of schedule, Description, Abbreviation, Contracted time, Working periods, Customised sorting

Remote working

List of authorised remote working types to be planned

Tasks

To use these elements, you must have the Activities and Activities Pro modules

Various sorting criteria: Background or Symbol, Code, Description, Abbreviation, Customised sorting

Cost centres

Clients

Favourite activities

If you often use the same combination of elements, the favourite activities will be useful to you. See how to create them.

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

Create a favourite activity

1.Activate the activities icn_activity in the toolbar.

2.In the Favourite activities tab in the toolbox, click on icn_plus and select the elements desired from the dropdown menus.

3.Possibly add a level of Sorting.

4.Press icn_validate to confirm input.
tog_minusCustomising the results

The columns in the results area provide various types of information on totals (total number of planned hours, number of sick leave days, etc.). Customisations of the results zone allow the selection of other results in order to display, for example, all of the annualised hours results, the summary of absences, etc.

Results zone on the right

Click on the clé molette petite taille icon then on Customise. The results customisation window appears. To adjust a customisation, you must:

1.Click on icn_plus in the right-hand window.

2.Enter a Customised title for each of the columns created.

3.Customise your columns using the icn_3 dots button and select the categories and data desired using the dropdown menus. Validate. These categories are described in detail when creating a customisable report.

4.Repeat the operation as many times as needed to obtain the desired customisation.

5.Click on Save.

Each column corresponds to a result to be displayed. Its parameters are detailed in the lines which form the column of the customisation screen. Clicking on icn_3 dots lets you modify the parameters by displaying a dropdown menu.

Results by day area in the lower part of the screen

This zone lets you view the sum of the totals day by day (time and attendance management, absence, bonus, activity totals , etc.) for all employees. This zone can be accessed by clicking on resultats_jour_afficher . Customisation of results by day works as described above.
tog_minusCustomise the planning grid

You can define the content to be displayed in the planning cells in order to best match your needs and to make the displayed information more legible. To do this, click on clé molette petite taille at top right of the planning, then on Customise.

To change the default customisation

You can select the elements you want to be displayed: Description, Abbreviation, Periods, Comments, Work cycle, Week resulting from work cycle, etc. You can also choose the order in which the elements are displayed using the icn_arrow_up and icn_arrow_down arrows. If you deactivate all elements, the planning will display only colours/symbols.

Simplified time periods can be used to make the planning easier to read. They are available for the concepts Absences/Business leave, Remote working and Activities (optional).

Remote working

Absences

Activities

Périodes télétravail

Périodes absences

Périodes activités

Day remote working

Remote working 1st half-day

Remote working 2nd half-day

One-day absence

Absence 1st half-day

Absence 2nd half-day

Hour-to-hour absence

Duration absence

Day activity

Activity 1st half-day

Activity 2nd half-day

Duration activity

Hour-to-hour activity

Percentage activity

Périodes télétravail simplifiées

Périodes absences simplifiées

Périodes activités simplifiées

If the Display default schedules box is not checked, only the modified schedules will appear on the planning, helping you to find them more easily.

You can Hide working periods for certain employees to allow you to circulate the planning without an end time of the day, for example. If you choose to do this, the time will be displayed as follows: **.**

1.Click on icn_3 dots to access setup.

2.Define the Employee selection mode by checking Time contract or Work cycle.

3.Click on icn_plus at bottom on the right of the window.

4.Select the time contract or work cycle in the dropdown menu.

5.Indicate whether you want to hide All periods, the Time at the end of the day or the Time at the end of each period.

6.Validate.

icn_infohelp

Please note that this only concerns the display of the working periods of the schedules!

Here, you can select what data you want to be displayed for the tasks. The cost centres will be represented only by their colour/symbol (as chosen during Kelio setup).

You can use the simplified display for the activities.

Here, you can define what events events you want to be displayed below each day, as well as the Type of comment.  

Comment about the day means that the comments made on a day in time management will be visible in the planning and vice versa.

Planning comment means that the comments made from the planning will not be visible in time management.

Here, you can define what completed items (schedules, activities, attendances) you want to be displayed in your planning screen. A customisation window makes it possible for you to select various indicators which will be displayed using an icon or a colour (e.g. a late arrival or a clocking in a core window). You also have the option of hiding automatic clockings and the "Rest time respected" column for the employees concerned.

 

icn_infohelp

In order for the periods, comments and clients (optional) to be visible, either the size of the line must be increased by sliding the mouse on the icn_resize icon, or by switching to extended mode on the employee.
tog_minusExtended mode

It lets you view all information given in the planning for the employee chosen. When several assignments are entered in the same cell, only one piece of information is visible (schedule, absence or activity). To access the other information, you can enlarge the cell by clicking on the icn_arrow_big_blue icon. Clicking on the same icon returns the cell to its original size. It is also possible to extend the information on all employees at the same time, using the icon in the column header icn_arrow_big_white.
tog_minusGrouped modification of working periods

When several employees are impacted by a schedule change, it may be laborious to change their working periods one by one. In order not to waste time, you can use the Mass modify working periods function.

1.Open the planning for the individuals concerned.

2.Activate the schedules icn_work schedule in the toolbar.

3.Right clickMass modify working periods.

4.Modify or add individuals via the icn_3 dots menu.

5.Select the dates concerned.

6.There are two possibilities:

A.The same working periods:

1.Modify the in and out times of working periods or add them (creating additional working periods).

2.Confirm.

B. Different working periods:

1.Select the elements to be modified.

3.Either shift all periods by a certain number of hours.

4.Or shift only certain periods.

5.Confirm.
tog_minusGeneral display options

You may adapt the planning view to meet your individual requirements. To do this, click on icn_options at the very top right of the screen.

From this screen you can:

1.Activate/deactivate the display of tooltips.

oThe planning tooltips are displayed when you press the space bar.

oTimer corresponds to the time that you wait, when moving the mouse, for the tooltip to display, which is 1s by default.

2.Choose the planning representation.

oPer day means that only one day will be displayed at a time. To change the day, click on the arrows icn_arrow_lefticn_arrow_right that appear.

oPer week means that only one week will be shown in the planning grid, even if you have selected a longer period. Change the end of the week day if it is not the Sunday. To change the week, click on the arrows icn_arrow_lefticn_arrow_right that appear.

3.Adjust the size of the planning lines.

oIf the default display does not fit your requirements, you have the option to change the size of the pixels according to your needs.

4.Select the school holidays that can be displayed.

oThe list of school holiday calendars comes from here.

5.By clicking on icn_3 dots, you filter the anomaly types that you wish to monitor in your planning. To do so:

oselect the anomalies desired one by one

osort by desired anomaly type by clicking on the Severity column header (icn_anomaly_must be correctedmust be corrected, icn_anomaly_may be corrected may be corrected, icn_anomaly_for information for information, icn_anomaly_HR for HR information).

oSummary: they are represented by small icons to the right of the results area.

6.Warn and confirm deletion of absences/business leave when planning a schedule: this produces an alert if a day's work is mistakenly planned for a person who is already scheduled as absent.

7.Choose to display what has been completed in the past: A new line will appear allowing you to easily compare clocked and declared attendances to scheduled working periods.