Employees > Employee planlist

Automatically translated from Dutch. Some wording may be inaccurate.

The employee planlist shows placements within a selected period. From this list, you can change placements and day planning, open employee and client details, create documents and contact employees.

Planlist employees contains the following tabs:

•Planlist (this page)

•Dayplanning overview

•Planlist per day

•Weeklist per employee

•Weeksheets

Selection

Period

The default period is today. Change the start and end dates or use the period selector to choose another period. Click Search after changing your selection.

Active via day planning

Select this option to show only placements with at least one planned day within the selected period. Without this option, placements do not need to have any planned days in that period. The default is defined in the settings.

Day planning

The week selector determines which week of day planning is shown in the list, such as the planned days, working times and hours. The default is the current week. Use the arrows to choose another week.

Select Set period from this week to copy this week into the Period fields. When you move to another week, the period moves with it. Without this option, the selected period and the week used for day planning can differ.

Client name and Emp name

Enter part of a client name or employee name to narrow down the list, if required.

Other planning

The list can also show information such as car use, accommodation and absences. Leave this field empty to retrieve these details for the selected period. Enter a date to view other planning for one specific day.

Affiliates

Select the required affiliates. The label indicates whether the selection uses the employee affiliate (Emp) or the client affiliate (Client). This is defined under Maintenance → Settings → Planlist. When selecting by client affiliate, you can also choose to include your own employees placed with clients of other affiliates.

Planlist

The list shows the placements found. An employee with several placements may therefore appear more than once. The information shown depends on the selected column layout.

Available columns include:

•The placement, employee, client and any linked request.

•Day planning for the selected week, including planned days, working times and hours.

•Other planning, such as car use, accommodation and absences.

Choose the column layout using the list definition button at the top right. See list definitions for changing the layout and screen lists for sorting, filtering and marking multiple rows.

Double-clicking

Double-click a row to open the placement. Under Maintenance → Settings → Planlist, you can choose to open the employee instead.

Weeksheets

Use the separate Weeksheets tab for weeksheet details, such as hours worked. Its week selector defaults to the previous week. Choose another week to view the corresponding weeksheet details.

Actions

First mark the rows on which you want to perform an action. The Employee, Client and Request buttons open the details for the current row. The available actions depend on your permissions and the enabled modules.

Placements

This button provides the following options:

•Edit marked job placement(s)
Opens the marked placements for editing together, for example to enter an end date.

•New job placement for marked employee(s)
Opens the entry screen with the marked employees already filled in.

•New job placement for marked employee(s) & copy fields from current record
Opens the entry screen and copies placement details from the current row. The settings determine which additional fields are copied.

•New accommodation placement for marked employee(s)
Opens the accommodation placement entry screen with the marked employees already filled in.

•Delete marked job placement(s)
Deletes the marked placements after confirmation. Use this for a placement that will not go ahead. To end an existing placement, enter an end date using Edit.

•Add or remove wage component
Opens the screen for adding or removing a wage component for the marked placements.

Day planning

Opens the day planner for the marked placements, starting at the week selected under Day planning. This lets you edit the planning of several placements in one screen.

Absences

Use this to add, edit or delete absences for the marked employees. On this tab, editing and deleting look for absences that apply today, even if you have selected another period. When adding an absence, today is entered as the start date.

Employee

Opens the employee for the current row. Use the arrow to add an action or contact memo for the marked employees, add a contact memo for both employees and clients, or edit several employees together.

Client

Opens the client for the current row. Use the arrow to add a contact memo for the clients of the marked placements.

Request

Opens the request linked to the current placement. A message appears if no request is linked.

Evaluations

Use this to open or add evaluations for the marked placements.

Excel list

Opens the selection of available Excel lists. Set the columns, sorting and grouping using list definitions. The selected Excel list also determines whether all rows found or only the marked rows are exported.

Documents

Choose the document type and then the required layout. See creating documents for the general procedure.

•Job placement documents
Uses the marked placements. Day planning details are taken from the selected week.

•Employee documents
Uses the employees from the marked rows.

•CV documents
Opens the CV screen for the employee in the current row.

Export

Opens the screen for exporting placements with the marked placements already added.

SMS and E-mail

SMS opens the Send SMS screen with the marked employees as recipients. E-mail opens an e-mail addressed to these employees.