Allocating Employees to Unallocated Diary Events – By Location

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Allocating Employees to Unallocated Diary Events – By Location

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Select one or more unallocated events from the By Location window by clicking on each one.

 

Select Unallocated Event(s)

Select Unallocated Event(s)

 

Click on the ‘Allocate’ button.  

The application will display the Choose Employee window.

Enter the PIN number and click on the ‘Lookup PIN’ button or use the active search function.  

Once the correct employee is highlighted, click on the ‘Next’ button.  

The application will now display the Save Diary Events window.

You can at this time enter a comment that will be saved against each of the events.

Click on the ‘Save’ button.  

 

Choose Employee

Choose Employee

Save & Confirm

Save & Confirm

Check Failures

Check Failures

 

The application will now validate the employees against the Diary Event and display any Event Check failures found.

Over-rideable checks are displayed in amber; non over-rideable checks are displayed in red.

If there are non-over-rideable checks displayed, the ‘Save’ button will be greyed out.

Click on the ‘Save’ button and the selected employee will be allocated to the selected events.

 

Employee Allocated

Employee Allocated