Define Principles for Automatic Employee Allocation

This document explains how you define what checks are to be made when employees are automatically allocated to a job.

Follow this instruction when you have defined an order type with automatic allocation of employees.

Outcome

You have defined how you will look for available staff for jobs included in a work order. You have also defined what checks are to be made for the employees that were available to allocate to the job.

The rules for automatic employee allocation are used when a work order uses a work order type that allows automatic allocation of employees.

Information about how the checks are to be performed when automatically allocating employees is stored in the file (CSYTAB).

Before you start

An order type in which automatic allocation of employees should be defined in 'Work Order Type. Open' (MOS120).

Follow These Steps

  1. Start 'Settings – Allocate Person' (MOS992/E).

  2. Specify Employee Search Method

    Specify if suitable employees should be searched by work center, foreman area or department.

    Note: Only one of these alternatives may be selected.
  3. Specify What Checks Are to Be Made for Employees Found

    Specify if checks are to be made for absence, skills and workload on the employee. Press Enter.

Parameters to Set

Program ID/Panel Field The field indicates …
(MOS992/E) Search only employees connected to work center

… whether only employees connected to the work center in question should be included when you search for people to allocate to a job.

You connect employees to a specific work center in 'Person. Open' (CRS530).

(MOS992/E) Search only employees connected to foreman area

… whether only employees connected to the foreman area in question should be included when you search for people to allocate to a job.

You connect employees to a specific foreman area in 'Person. Open' (CRS530).

(MOS992/E) Search only employees connected to department

… whether only employees connected to the department in question should be included when you search for people to allocate to a job.

You connect employees to a specific department in 'Person. Open' (CRS530).

(MOS992/E) Check absence and vacation

… whether you want to check if the suitable employee is absent or on vacation.

You register absence in 'Absence Trans. Open' (PRS220).

(MOS992/E) Check required skill

… whether you want to check the suitable employee's skills before allocating the employee to a job.

You define skill in 'Skill. Select Employee' (PAS120).

(MOS992/E) Check workload on person

… whether you want to check the workload on the suitable employee.

The workload for an employee may be viewed in 'Person load. Open' (CPS155) and 'Employee load. Display Gantt Chart' (MOS155). This is possible only if a person is allocated to a job.

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