Employees > Employee planlist

Automatically translated from Dutch. Some wording may be inaccurate.

[This screen has three tabs: Planlist, Planlist per day and Weeklist per employee. The first tab, Planlist, is described below.]

The employee planlist shows all placements within a given period, initially today. You can edit placements individually or in groups and open employee and client details. The list can be exported to Excel, and placement data can be merged into documents. You can also send SMS messages to one or more employees in accommodations.

Selection

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

Select Active via day planning to use day planning rather than the overall placement period. A placement is then shown only if individual days have actually been scheduled within the requested period.

Use Client name to filter by all or part of a client's name.

Use Emp name to filter by all or part of an employee's name.

The affiliate selector lets you filter employees or clients by affiliate. Choose whether this applies to the employee's or client's affiliate under Maintenance → Settings.

Weeksheets

Weeksheet data is also available in the planlist, including columns for hours worked. This shows which placements have a completed weeksheet. Weeksheet data always relates to one week, initially the previous week. Use the week selector to choose another week.

Placement list

The available columns contain placement, client, employee and, where applicable, request details. Columns can also show the employee's current accommodation placement and car use. Choose columns with the list definition button at the top right.

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

Editing placements and day planning

The Placements button opens a menu with the following options:

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

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

•Create placements for selected employees and copy the current row's data
The New placements screen opens with the selected employees already filled in. Basic placement details are copied from the active planlist row.

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

The Day planning button opens a larger screen containing the day planner for editing day planning for all selected placements.

Open an employee or client

Use the Employee and Accommodation buttons to open the employee and client details respectively.

Excel list

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

Documents

The screen with available layouts opens. Merge the selected placements with the required layout.

SMS

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