Accommodations > Accommodation planlist

Automatically translated from Dutch. Some wording may be inaccurate.

The accommodation planlist shows all accommodation placements within a given period. By default, it shows today's placements. You can edit placements individually or in groups, and open employee and accommodation details. You can export the list to Excel, merge placement data into documents, and send SMS messages or e-mails to one or more employees in accommodations.

Selection

Period

The Period initially contains today's date. You can edit these dates manually, use the period selector to move to the previous or next period, or select a period using a calendar.

Other planning

The planlist can also show additional planning details for the employee, such as the job placement and car use. Other planning determines the date for which these details are retrieved. By default, this is today's date. If you select a different or longer period, you can adjust this date as required. Then click Search to retrieve the list for the selected dates.

Affiliates

The affiliate selector lets you show only employees linked to particular affiliates.

Planlist

The available columns contain details of the accommodation placement, accommodation and employee. Columns are also available for the employee's job placement and car use on the date in Other planning. Choose the columns to display with the list definition button at the top right of the screen.

Double-click a row to open the accommodation placement details, unless Maintenance → Settings is configured to open employee details on double-click.

Actions

Placements

The Placements button opens a menu with the following options:

•Edit selected accommodation placements
The Edit accommodation placements screen opens with the selected placements. You can, for example, set their end dates in one operation.

•Create accommodation placements for selected employees
The New accommodation placements screen opens with the selected employees already filled in.

•Create accommodation placements for selected employees and copy the current row's data
The New accommodation placements screen opens with the selected employees already filled in. The start date, end date, accommodation, rate, rate period and remark are copied from the active row in the planlist. Check these details before saving the new placements, particularly the copied end date.

•Delete selected accommodation placements
The placements are permanently deleted. Use this only if a planned placement is cancelled.

Permissions and affiliates

To create, edit or delete accommodation placements, you need the corresponding user permissions. You also need write permission for accommodations in the affiliates to which the selected employees belong. If you lack these permissions for one or more selected employees, a message appears and the selected operation does not open. Adjust your selection in that case.

Overlap with other accommodation placements

When saving, Regelneef checks whether the period overlaps with another accommodation placement for the same employee. An overlap is shown as a warning. Check the listed accommodations and dates. If the overlap is intentional and the details are correct, you can confirm and save the placement.

Blocked employees

You cannot save a new accommodation placement for a blocked employee. You can edit an existing accommodation placement; a warning appears which you must confirm before saving.

Open an employee or accommodation

The Employee and Accommodation buttons open the corresponding details screens.

Excel list

The planlist data is written to an Excel file. Configure the export columns, sorting, grouping and other options using the list definition button at the top right.

Documents

Select the required rows and click Documents. Then choose Accommodation documents or Employee documents. The screen with available layouts for the selected document type opens.

•Accommodation documents: merge the selected accommodation placement details with the required layout. The period selected under Period is passed to the layout.

•Employee documents: merge the employee details from the selected rows with an employee layout.

SMS

The Send SMS screen opens with the employees selected in the planlist as recipients.

E-mail

Select the employees you want to e-mail and click E-mail. Regelneef opens a new message in your e-mail program with their e-mail addresses. For multiple recipients, the addresses are placed in BCC. You are notified if an employee has no e-mail address. If none of the recipients has an e-mail address, no message opens.