Employees > Employee planlist

Automatically translated from Dutch. Some wording may be inaccurate.

Planlist per day is a tab in Planlist employees. The list shows one row per placement per planned day. For example, you can see who is planned at a client on each day, together with the working times and hours for that day.

Planlist employees contains the following tabs:

•Planlist

•Dayplanning overview

•Planlist per day (this page)

•Weeklist per employee

•Weeksheets

Selection

Period

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

This list always shows only days that are planned in the day planning. A placement can therefore fall within the selected period without appearing in this list. This tab has no separate Active via day planning option.

Client name and Emp name

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

Affiliates

Select the required affiliates. The label indicates whether the selection uses the employee affiliate (Emp) or the client affiliate (Client). This follows the planlist settings, including the option to include your own employees placed with clients of other affiliates.

Planlist

One row per planned day

In the regular planlist, each placement appears once. In Planlist per day, the same placement is repeated for each planned day.

For example, ten employees each have one placement and are planned from Monday to Friday that week. You select Monday to Sunday:

•The regular planlist shows 10 placements.

•Planlist per day shows 50 rows: 10 placements × 5 planned days.

Saturday and Sunday do not produce any rows in this example. A row in this list means that the day is planned; it does not confirm that work actually took place.

Columns

Depending on the selected list definition, available columns include:

•Date: the day to which the row relates.

•Working hours and Hours: the working times and planned hours from the day planning.

•Worked: the hours worked that are recorded in the weeksheet for this placement and day.

•Client, Employee and Request description: details of the placement and any linked request.

•Other planning: for example car use, accommodation and absences, retrieved for the date of the row.

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. In the settings, you can choose to open the employee instead.

Actions

First mark the required rows. The available actions depend on your permissions and the enabled modules. Affiliate permissions are also checked when changing planning.

Placements

The menu contains the same placement actions as Planlist employees, such as editing, adding, copying and deleting placements. These actions apply to the entire placement. Deleting therefore removes the placement, not just the selected day. Use Day planning to change individual days.

Day planning

Opens the day planner for the placements in the marked rows. The screen starts at the week containing the start date of your selection. Here you can change the planned days, working times and hours.

Employee, Client and Request

These buttons open the employee, client or linked request for the current row. The arrows beside Employee and Client provide additional actions.

Excel list

Choose an available Excel list to export the planning per day. Set the columns, sorting and grouping using list definitions. For example, you can create an overview per client, grouped by date. Depending on the selected Excel list, all daily rows found or only the marked daily rows are included.

Documents

Choose Job placement documents, Employee documents or CV documents, then select the required layout. The first two use the placements or employees from the marked rows; CV documents uses the employee in the current row. See creating documents for the general procedure.

SMS and E-mail

Opens the SMS screen or an e-mail with the employees from the marked rows as recipients.