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<< Click to Display Table of Contents >> Navigation: Employees > Employee planlist > Weekly employee planlist |
Automatically translated from Dutch. Some wording may be inaccurate.
Weeklist per employee is a tab in Planlist employees. It shows one week of planning per employee, with a column for each day. For example, you can view the client, discipline, working times, car use and accommodation together.
Planlist employees contains the following tabs:
•Weeklist per employee (this page)
Selection
Week
The current week is shown by default. Choose another week or use the arrows to move one week back or forward. The list is then retrieved again.
Client name
Enter part of a client name, if required, and click Search. This selects employees who have a placement with this client in the selected week. Their weekly overview may also contain planning at other clients.
Affiliates
Select the required affiliates. The label indicates whether the selection uses the employee affiliate (Emp) or client affiliate (Client). This follows the planlist settings, including the option to include your own employees placed with clients of other affiliates. Click Search after changing your selection.
Planlist
Employees and day columns
General employee details, such as name, date of birth and employee number, are shown on the left. The day columns are on the right. The list shows Monday to Friday, or also Saturday and Sunday if this option is selected in the settings. Today's column heading is red.
Within each day column, the selected planning details are shown below one another. The employee's name and other general details are shown once. The list definition determines which details are visible.
The client, discipline, location and working times are shown on the days when the employee is planned. Working times come from the placement. For different working times recorded for individual days, use Planlist per day. Car use and accommodation are retrieved separately for each day.
List definition
Choose the column layout using the list definition button at the top right. See list definitions for the general procedure. The following applies to this weekly list:
•Fields starting with [day] determine which details are shown below one another in each day column.
•General columns are always shown on the left and day columns on the right, regardless of their position in the list definition.
•All day columns have the same width. This is taken from the configured width of the first [day] field.
Double-clicking
•On a general employee column: opens the employee.
•On the client, discipline, location or working times in a day column: opens the corresponding placement for editing.
•On car use or accommodation in a day column: opens the corresponding use record for editing.
Opening and editing depend on your permissions. Affiliate permissions are also checked when changing planning. A change applies to the placement or use record you open and may therefore affect several days.
Actions
Employee
Opens the employee for the current row. This has the same result as double-clicking a general employee column.
Excel list
Choose an available Excel list to export the weekly overview. The export uses the most recently retrieved selection of week, client name and affiliates. Marking rows or applying an additional column filter on screen does not limit this export.
The Excel list has its own list definition for columns, sorting and grouping, among other things. Planning details are shown below one another in the day cells for each employee. The Saturday and Sunday setting also applies to Excel. See list definitions for changing the output.