Views:

Overview: Workforce allows managers to manage the workstations assigned to employees to ensure that each employee is placed in the position that best matches their skills and the operational needs of the workplace. An employee may be qualified for more than one position. 

Start from: The Workforce module.  

  • Select Scheduling > Scheduler 2.0 from the main menu.   

Interfaz de usuario gráfica, Aplicación, Tabla, Excel<br><br>Descripción generada automáticamente 

  • Parameterize the planner to be able to access the main grid. 

To make the parameterization, see Access the scheduler

  • In the employee list, locate the employee for whom you want to enable a workstation and right-click to display a menu.  
  • Select Enabled Workstations from the drop-down menu. 

Imagen que contiene Interfaz de usuario gráfica<br><br>Descripción generada automáticamente 

  • In the Enabled Workstations window, find the drop-down with the category and select the specific workstations to be enabled. 
  • Once the workstations have been selected, assign a rating to the employee's performance in each position. The rating is assigned in the form of stars, on a scale from 0.5 (lowest rating) to 5 (highest rating).  
  • Even if multiple positions are selected, the worker must always have a single Default Workstation. This is determined by selecting the gray flag icon next to the workstation's name. The selected default workstations will be displayed then with a blue flag.  

Interfaz de usuario gráfica, Texto, Aplicación<br><br>Descripción generada automáticamente 

  • Select Accept to save the workstation configuration OR Cancel to discard it.