Overview: Workforce allows managers to add generic jobs into the shift planner so that they can account for variable staffing needs and last-minute change in planning.
Start from: The Workforce module.
- Select Scheduling > Scheduler 2.0 from the main menu.
- Parameterize the planner to be able to access the main grid.
- Once in the main grid, select the three dots button ••• in the header, above the list of employees.
- Select Add Generic Position from the drop-down menu.
- In the Add Generic Position pop-up window, you will find three tabs in which you must fill in the following data:
- General Data:
- Name: Assign a name to the new generic position to differentiate it from other employees or generic positions. Later, when the generic position is associated with the employee, it will be replaced with the employee's card.
- Work Center: Selects the default work center for the new generic item.
- Category: Select a category from the drop-down menu. All categories previously created for the work center will be available.
- Contract: Select a contract from the drop-down menu. All categories previously created for the work center will be available.
- Start date and End Date: Indicates the employee's date of start and the estimated date of leaving.
- Selection of Units: Select at least one work center (usually the same plant as the contract) to which you will assign this generic position. You can make use of several filtering levels to make a more detailed selection.
- Workstations: Establishes the workstation(s) for which the employee will be qualified.
- Once all the data has been filled in, select Accept to save the new generic position OR Cancel to discard it.