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 to one or more employees in accommodations.

Selection

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.

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

Accommodation placement list

The available columns contain details of the accommodation placement, accommodation and employee. Columns are also available for the employee's current job placement and car use. 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.

Editing accommodation 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 and accommodation are copied from the active row in the planlist.

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

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

The screen with available layouts opens. You can merge the selected accommodation placements with the required layout.

SMS

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