Creating Diary Events with Employees By Location

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Creating Diary Events with Employees By Location

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Select the Schedule Data tab from the left of the window.

Select your new location from the list displayed on the left of the window.

Select the By Location tab from the top of the window. The application will display the By Location window showing details of the selected location, see below.

 

Creating Diary Event

Creating Diary Event

 

Select the contract you wish to create Diary Events for from the Contract drop down list at the top of the window.

Select the week that you wish to create Diary Events for. Schedule Data: By Location - Date Navigation

Select each of the days under one of the posts that you wish to create Diary Events for by clicking on them.

Click on the ‘Create’ button, if there has been more than one event type set up that can be scheduled to a post, the Choose Type window will be displayed.  If there is only one event type set up that can be scheduled to a post the display the employee selection window will be displayed.

 

Choose Event Type

Choose Event Type

 

Select the event type required and click on the ‘Next’ button.  

The application will display the Set Times window. This will display the default times of the post set up in Location Data. You can accept the default times or specify alternative times.

 

Choose Event Times

Choose Event Times

 

Click on the ‘Next’ button. The Choose Employee window will be displayed.

 

Choose Employee

Choose Employee

 

Enter the PIN number of the employee who will be assigned to the Diary Events and click on the ‘Lookup PIN’ button or use the active search function to find the employee. Once the correct employee is highlighted, click on the ‘‘Next’ button.

 

The application will now display the Easy PayBill settings window. (NOTE: Your system authorisation settings may result in this step being skipped)

The Easy PayBill settings window allows you to override values that would be applied using PBCodes, PBRules or Terms.

The default setting will use default PayBill calculations or you can set different rate values or hours to be applied.

 

Easy PayBill Settings

Easy PayBill Settings

 

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.

Clicking Save and Notify will allow a message to be set to the employee(s) effected by the change.

 

Save Diary Event

Save Diary Event

 

Click on the ‘Save’ button and the application will now validate the employees against the Diary Events and display any Event Check failures found. Over-rideable checks are displayed in amber; non override able checks are displayed in red. If there are non-over-rideable checks displayed, the ‘Save’ button will be greyed out and unavailable for use.

 

Check Failuure

Check Failuure

If there are non-over-rideable checks found you will need to click on the ‘Close’ button and either resolve the conflict or select another employee. Otherwise click on the ‘Save’ button and the application will create the Diary Events and assign the selected employee.

Repeat for each post set up for the location.

(Note that you can select Save and Notify to start the employee notification wizard as part of this process which will generate either an SMS or Email message to the employee providing the details of the duties being allocated.)