Automatically translated from Dutch. Some wording may be inaccurate.
Planlist and weeksheets: select affiliate via client instead of employee
Employees and clients are each linked to an affiliate. You can filter placements in the employee planlist by affiliate. With this option off, selection uses the employee's affiliate; with it on, selection uses the client's affiliate. In the latter case, However, also show the own employees may be useful.
Tip
Include both client affiliate and employee affiliate columns in the employee planlist definition so this information remains visible.
Always check 'Active via day planning' in Planlist employees
Use Active via day planning to select by day planning rather than the overall placement period. A placement is then shown only if individual days have been scheduled during the requested period.
Double-click in planlist/planboard: open the employee instead of the placement
Double-clicking normally opens placement details. Enable this option to open employee details instead. Configure it separately for each type of list.
Taking over/copying a placement: fields to copy
Basic placement details are always copied. Here you can select additional fields to include. Enable Show these settings when taking over a placement to show a screen for selecting those additional fields each time you take over or copy a placement.
Employee planboard: one-day placements (automatically set end date to start date)
If you always plan one day at a time, the placement's end date must equal its start date. This option automates that in the planboard. It is probably no longer relevant if you use day planning.
Show the weekly planlist including Saturday and Sunday
When this is selected, the Saturday and Sunday columns are no longer shown in the weekly planlist, either on screen or in Excel.
Set the placement discipline function from the employee's discipline function
The employee's discipline function is filled in automatically when creating a placement. If there are several, the first is used.
Validation when saving a placement
Choose whether to validate car use and/or accommodation use when saving.