Creating an SRT

SRTs are effective over a given date range. You can define multiple templates with different effective dates to account for staffing level variations. The variations can be caused by seasonal changes or other fluctuations in demand.

With release 2024.04:
  • Schedulers can create an SRT that reflects only the day parts. Schedulers can choose to load the staffing requirement templates showing only the day part. This reduces the effort to manually delete any jobs under the day parts they are not relevant. Schedulers can begin creating the staffing template by adding only the required jobs under each day part.
  • The list of jobs that displays in the DB lookup for each day part is now further controlled using the team selected as well as the date effectiveness of the job. Schedulers can see only the list of jobs that are active as of the template creation date. This feature is controlled using a registered row source that can be modified through config mode.

    See Configuring the job filter for templates to check for job effective dates

  • Changing the registry parameter JOB_LOOKUP_RESPECTS_TEMPLATE_STARTDATE from the default value False to True will filter out the Job lookup list based on the start date of the Staffing Requirement Template. The lookup list will not show any jobs that have been end-dated before the start date of the requirement template. Setting the registry to True shows only the active jobs as of selected start date in the list.

    See the Infor Workforce Management Registry Parameter Reference Guide.

  1. Display the available SRTs.
    See Displaying SRTs.
  2. Click the plus sign (+) icon under the Schedule Templates heading, to add a new SRT.
  3. Specify this information:
    Name
    The name of the template
    Description
    A text description of the template.
    Unit
    The unit or team to which the template belongs.
    Subteam
    The subteam to which the template belongs.
    Length (Days)
    The number of days that the template covers.
    Workload Unit
    Specify Headcount or Hours to determine the units that the template uses to quantify workload requirements.
    Active
    Flag indicating that the template is in use.
    Include Areas
    Select the check box to have all the active areas for the team displayed under each day part.
    Load Jobs
    Select this field to load all applicable day parts and jobs that are tied to them under each day part section.

    If the check box is cleared, the Staffing Requirement Template shows only the day parts and no rows for jobs.

    If this option is not available, see Enabling the Load Jobs check box to be visible.

    Effective Dates
    The date range over which the template can be used.
  4. Click Save. Your new SRT is displayed on the Staffing Requirements Template tab. The unit's default workload requirements are automatically displayed in the bottom part of the tab.
  5. Click the delete icon under the day part heading, for the jobs that you do not need. For example, under an early morning day part, delete the staff that do not need to be working in the early morning, such as a clerk or intern.
  6. Click Save.
  7. Click the Templates tab to view your new Staff Requirements template in the Schedule Templates list.