MAINTAIN TEAM POSTS#
Assignment of employees to team posts (station posts within a work team) is generally done well in advance. Only planned work time is recorded here.
Assignments of employees to posts within a work station is done by work team.
One post within the work team may be designated as the "team leader".
Relative Day should not be added here as this will default in from the Work Station.
- Rank ) Job / Department
- This field derives the rank, job and department from the station post.
- Work Team
- This field is used to specify the work team for the station post.
- Post Owner
- This field is a derived field which displays assignment information of the worker who owns the post.
- Relative Day
- This field indicates which day of predefined shift a team would begin with. For instance, on August 22, one team may start on the 1st day (Aug 22) of an 8-day shift pattern while another team would start on the 3rd (Aug 24) day of that same pattern.
Team Post Info tab#
Team post assignments are date sensitive.
Each post assignment is for a single person for a specified WSE or it may be “vacant”.
Post assignments cannot exceed the WSE on the station post definition.
An employee’s total post assignments, cannot exceed the FTE on their assignment file.
Employees can only be assigned during periods where their employment status type is “active”.
A WSE value must be defined on this screen.
- WSE
- The WSE field allows the user to specify an assigned Work Shift Equivalent number for the team post.
- Assignment
- The user may select an employee from the list to record they are the team post owner.
- Override Shift Pattern
- The user may override the shift pattern by selecting a different pattern from the list.
- Start Date
- The start date of the shift may be provided here.
- Default Shift Pattern
- The shift pattern associated to the work team will default in this field.
Qualified Employees tab#
This tab displays the employees that are qualified to fill this post based on the details for this Team Post and the information in the Workers screen.
Using the "Schedule Into Post" button you can schedule the employee into a vacant post from this tab.
- Employee
- This field displays the employee's full name and their person code.
- Seniority Date
- The employee's seniority date defaults in.
- Owns Team Post
- If the employee owns a team post, it will be displayed here.
- Schedule Into Post
- This button allows the user to schedule a qualified worker into the highlighted post.
Post Exceptions tab#
This tab displays any exceptions to the Team Post.
Ability to set up an exception for a period of time to utilize a different Job, Position, Department, Work Rule or Cost Center.
- Type
- This field is used to record the type of exception that is created for the post. The field is tied to the fixed lexicon X_TIME_EXCEPTION_TYPE.
- Start Date
- This field is used to record the start date of the exception.
- End Date
- This field is used to record the end date of the time exception.
- Start Time
- The start time is recorded in this field.
- End Time
- The end time of the exception is recorded in this field.
- Position
- The position code of the employee's scheduled post may be overridden for the time exception by selecting a position from the list.
- Job
- The job code of the employee's scheduled post may be overridden for the time exception by selecting a job code from the list.
- Department
- The department of the employee's scheduled post may be overridden for the time exception by selecting a department from the list.
- Work Rule
- The work rule of the employee's scheduled post may be overridden for the time exception by selecting a work rule from the list.
- Cost Center
- The cost center may be overridden by selecting a cost center from the list.