Employees > Employee planlist > Dayplanning overview

Automatically translated from Dutch. Some wording may be inaccurate.

Dayplanning overview is a tab in Planlist employees. It shows placement planning over eight weeks. You can see who is planned on each day and switch planning on or off for several days at once.

Planlist employees contains the following tabs:

•Planlist

•Dayplanning overview (this page)

•Planlist per day

•Weeklist per employee

•Weeksheets

Selection

From week

Choose the first week of the overview. Eight weeks are shown from the Monday of that week. Use the arrows beside the week selector to move one week at a time; use < 4wk and 4wk > to move four weeks back or forward.

Client name and Emp name

Enter part of a client name or employee name, if required. Click Refresh to retrieve the selection.

Affiliates

Select the required affiliates. Whether the selection uses the employee affiliate or the client affiliate follows the planlist settings. You can also choose to include your own employees placed with clients of other affiliates.

Planlist

Placements and days

The placements are shown on the left, with details such as the client, employee, start date and end date. On the right, each placement has a row of day cells. Placements without planned days can also appear in the overview.

Choose the columns on the left using the list definition button at the top right. See list definitions for changing the layout.

Indicators

•Grey square: the employee is planned on this placement for that day.

•No square: the day is not planned for this placement.

•Red corner at the bottom left: the employee has an absence on that day.

•Cross: the day falls outside the placement period or beyond the configured planning limit.

Hold the mouse over a day cell for more information about the date, planning, any absence and other placements on that day. A red corner and a planning square can appear together; check whether the planning needs to be changed.

Daily totals

Below the day columns is the number of planned placements in the retrieved overview. This counts placements; an employee with several placements may be counted more than once.

Actions

Selecting days and On/Off

Select the required day cells, for example by dragging across several cells. Click On to plan these days or Off to switch off planning for these days. Changes are saved immediately. Days with a cross are skipped.

Please note: changing days in this way also clears any recorded working times and planned hours. Use the Day planning button to edit days with times and hours carefully.

Double-clicking

Select one day cell and double-click to change that day from not planned to planned, or vice versa. This is saved immediately. The same point about working times and hours applies as for On/Off.

Placements

Opens the placements from the selected rows for editing together, for example to enter an end date. This button opens the edit screen directly.

Day planning

Opens the day planner for the selected placements. If a day cell is active, the screen starts at the week of that day; otherwise it starts at the first week of the overview. Here you can also edit working times and planned hours.

New absence

Opens the absence entry screen for the employees from the selected rows. The earliest selected day is entered as the start date. If no day cell is selected, this is today. Check the period in the entry screen before saving.

Emp and Client

Opens the employee or client for the current row. The arrows provide additional actions, such as adding a contact memo.

SMS, E-mail and Archive

SMS and E-mail open the corresponding sending screen with the employees from the selected rows as recipients. The folder button opens their combined archive. The available actions depend on your permissions and the enabled modules.