Wiki: DTESR

MAINTAIN EMPLOYEE STATION POST REQUIREMENTS
Calendar
Employee Schedule
Requirements
Schedule Workers
QUALIFIED WORKERS TAB
Current Worker Schedule
COMPLEMENT TAB

MAINTAIN EMPLOYEE STATION POST REQUIREMENTS#

The Maintain Employee Station Post Requirements (DTESR) allows you to create and edit employee station post requirements.

Data for the 'View Instance Alerts By Day' screen is maintained on the P2K_TS_WORKERS, P2K_TS_SWORKER_SCHEDULE, P2K_TS_STATION_REQUIREMENTS,P2K_TS_SCHEDULED_SHIFTSand P2K_TS_TIME_EXCEPTIONS tables.

Calendar#

Dynamic Calendars are used in the DTESR form to allow you to specify the start of the work week.

In the Preference tab of IMST, clients must add 1ST_DAY_OF_WEEK preference with a value of 1 thru 7 where 1 represents Sunday and 7 represents Saturday.

The clock entry information below the calendar is derived based on the date in focus on the calendar.

Employee Schedule#

Shift: The shift code that is associated with the station post requirement is entered here.

Direction

Station: The station is the work station that this station post requirement is associated with.

Rank/Job: A numerical field which indicates the hierarchical order in which the employees are qualified for the selected post.

Requirements#

Shift: The shift code that is associated with the station post requirement is entered here.

Direction

Work Station: The station is the work station that this station post requirement is associated with.

Rank/Job: A numerical field which indicates the hierarchical order in which the employees are qualified for the selected post.

Required: This is the number of vacancies that will be created for the station post requirement. This number is filled in by the user and will define how many vacancies will be created on the Complement Tab and need to be filled by qualified workers.

Filled: This is a view only, derived field that displays the number of station posts that have been filled by qualified workers.

Vacant: This is a view only, derived field that displays the number of station posts that remain unfilled or vacant. This field takes the number required and subtracts the number filled.

Schedule Button: This is an action button that will automatically schedule the worker in focus into the vacancy in question.

Schedule Workers#

Compliment Scheduled by Exception

Shift Letter: The shift letter is an optional code that can be used as a descriptor on a shift, e.g. D for Day or N for Night. This field is read only on DTSR.

Blank Column: The station post is the job within the work station that is required.

Copy Button: This button will open the Copy Station Requirements dialog MTCSR that will allow the user to create a copy of the Station Requirements within the current or other Event Site. You will also be able to choose whether or not to Carry Over Workers to the new Station Requirement.

Record Shift End Time Button: This button will open the Record Shift End Time dialog MTSRET which will allow the user easily override the Shift End Time. When a Shift is selected for an Event it may not have the exact Start/End time combination that is required, however, it is not practical to create a new Shift in ITSS every time an Station Post Requirement is needed for an Event. This button/dialog makes it easy to select any Shift with an appropriate Start Time and then adjust the End Time as needed.

QUALIFIED WORKERS TAB#

Rank: A numerical field which indicates the hierarchical order in which the employees are qualified for the selected post.

EE#: The employee number or person code associated with the qualified worker.

Last: The qualified worker's last name.

First: The qualified worker's first name.

Seniority: This seniority date come from the seniority date set on the worker. This date can be used when selecting qualified workers from the list by sorting them by the seniority column (move the Seniority Column to the beginning of the table - the workers with the most seniority (earliest dates) will appear first and the workers with less seniority (latest date) will appear later in the list.

Restriction: This field shows any scheduling restrictions that have been set up for this person on the worker screen. Restrictions will limit when the worker can be scheduled.

Called: If a worker has already been called regarding this post the called toggle box will be checked otherwise it will be unchecked.

Show All: This is an action toggle which enables the user to see all of the qualified workers even if they have scheduling restrictions which would normally preclude them from being scheduled into this post.

Current Worker Schedule#

The table below indicates the shifts that the worker in focus is already scheduled in, plus or minus 3 days. This gives the scheduler a preview of the worker's schedule so that they can quickly determine if it is appropriate to try and schedule them into the vacancy in question.

Worker: The name of the worker in focus that may have shifts scheduled in the same scheduling period.

Date: Start date of the shift in that the worker is scheduled in.

Shift: The shift code being used by the shift that the worker is scheduled in.

Station Post: The station post that the worker is scheduled in.

COMPLEMENT TAB#

Worker: A Worker is an Employee who is Qualified to be Scheduled into a Team Post.

Shift End Time: The time that was originally defined as the end of the shift.

O/R Shift End Time: The end of the shift can be overridden with this field. If a shift has been chosen with an appropriate start time but the end time is unique to the station post requirement, the user can override it here.

Exception: Displays Yes if there are any exceptions (changes to the originally scheduled time) or No if there are none.

Placement: Displays the assignment information for the employee/worker who is scheduled in the station post. This can be entered by selecting from the list on this field, or more likely will already be filled in as a result of clicking the Schedule button on the Qualified Workers Tab.

Time Rule: Special time rules can be setup on the work rule as 'disabled' and 'can be waived'. These time rules can be re-enabled on a worker by worker/day by day basis by toggling the enable box on (see next item, Enable).

Enable: Toggle is checked if disabled & waived time rule needs to be re-enabled.

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