Manpower Planning

Contents

  1. 1 Data Filtering
    1. 1.1 Employee Filter
    2. 1.2 Date Filter
    3. 1.3 Action Filter
  2. 2 Let us see how it actually works
    1. 2.1 Load Plan
    2. 2.2 Edit Plan

Through this form HR Manager and HoD can load and edit manpower dateline plan for proper visualization and management of data. Manpower Planning is an exercise to let the system know expected time of Employees.

First use the information filter (the filter by which you can select the related required data), for which you want to see the manpower planning data.

Data Filtering

For proper visualization and management of data, the filtering is important aspect. Here we provide interface so that employee can be filtered on the lines of departments, individuals and the employee lists. Of these employee list can be very powerful tool to categories employees especially for companies with large number of employees. The list can be location wise or designation wise, or for that matter, anything. There typical use is to aggregate employees for shift scheduling by creating list of Employees of same shift.

Employee Filter

Employee Filter provides three types of filters:
- Department wise
- Employee List wise
- Employee wise

Of these, you can select multiple departments or employees. You can select only one Employee List at a time. One more thing to note is that the selection happens through the check box and not through clicking on employee. As you can see in accompanied image, 1002, 1003 and 1004 employees are selected where as 1001 which is highlighted but is not selected.


Date Filter

For what information you want to see or take action upon, you should also provide which dates that fall in between. This gives you freedom to select monthly, weekly or even daily information.



Action Filter

First let us see what is Action. Actions for Manpower planning form are: setting shift, setting shift sequence, setting a leave. For Time Evaluation form, it can be processing time stamps or manual time event entry. Both the forms, Manpower planning and Time Evaluation, use action filter which determines action should be taken for whom and for which period. For that you need to enable the actions on that form. The action filter is activated using right-click of mouse button.

Employees of Interest

The employees of interest are those for whom you want to perform certain action. They can be All Employees that are selected from Employee filter. Otherwise you can select a single employee or multiple employees on which you want to perform certain action. By default All Employees is selected. Otherwise, last selected option remains selected.

Date Range

Loaded date range is the range that has been used at the information filter level. Viewable date range consists of all the dates that are shown on the interface. You can also select particular date for operation. This is useful when you have to assign the leaves to people.

Let us see how it actually works

Log in by selecting role HoD or HRM >> Click on Control >> Manpower Planning (Alt + C + M) to open Manpower Planning form.

Load Plan

  • Select the employee by clicking one of the radio button of filter as Department, Employee List or Employee.
  • Click on the check boxes of Departments, Employee Lists or Employees, for which you want to load plan.
  • Select the date from calendar or type it in the info filter to load a plan for specific period of a time.
  • Click on the check boxes of 'Show Holidays by #' and 'Show Leaves by @' if required.
  • Click on Load Plan (Alt + L).

Edit Plan

  • First of all load the plan as above.
  • Click on Edit Plan to define or set activities (Alt + E).
  • Select Departments, Employee Lists or Employees from the list below the Plan Details
  • To select multiple employees/departments/lists, press Ctrl + click on required Ids.
  • Right click on selected list to activate Action Filter.
  • Click on option to define range.
  • Click on the activity you want to do.
  • After the activity selection, you will be able to see on top of right side of the window, the details of that selected activity as shown in accompanied image.
  • Every time you make changes, you need to click on edit plan first.


Both processes, i.e. Loading plan and editing plan can be aborted by clicking on Cancel (Alt + C) button.

You can export master data to Excel sheet using the Export (Alt + X) button.

Here as shown in the image, Legends are used 

Using the option Change Cell Width, you can set the width of cells in the table of Plan Details.



 

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