This knowledge base article will serve as a basic getting started guide to familiarize the user with some of the initial steps of setting up the product.
1.1 Basic Navigation
1.2 Accounting Periods
Accounting Periods help the user keep track of Leave Balances and other Reporting functions, within the parameters of the organization.
1.3 Organizational Units
Organizational Units are the first step in setting up the product. Organizational Units are used to define the organization’s hierarchical structure.
For example: Company A has Plant 1 and Plant 2. Plant 1 has Processing, Packaging, and Maintenance units. Each should be defined as its own Organizational Unit. Many items defined in the product will be associated with a primary Organizational Unit.
Adjust Organizational Unit View Settings
The user can adjust which Organizational Units is viewed, in an easy to access interface by pressing the User button in the top right corner. It is recommended that the user only views one Organizational Unit at a time.
1. Press the User button at the top.
2. From the Organizational Units drop-down the user can select the Organizational Unit to be viewed.
3. Press the Plus button to add the chosen Organizational Unit to the selection.
4. Press Apply to see the selected changes in the Application.
1.4 Primary System Entity Data
Primary System Entity data is composed of four sections: Jobs, Locations, Shifts, and Job Locations.
The Jobs section is where the user will define Jobs that will be performed within an Organizational Unit.
Locations are the specific places within the facility where Jobs may be performed.
Shifts are periods of time that can be used to assign Employees to Jobs. Shifts are also used in Employee permissions and Bid Lines.
Job Locations provides users the ability to associate Jobs with Locations.
After a Job Location association is created, an Employee can be qualified for the Job Location, rather than having a separate Job and Location Qualification. Demands will be defined on a Job Location basis as well.
1.5 Employee Management
The user will learn how to set up Employees in the database, structure them by adding Employee groups, and qualify them for the previously build System Entities.
Create a New Employee
Users may create groups of many different Entity items in the Application including Jobs, Shifts, Job Locations, and Employees. Groups provide the user with increased flexibility when performing various tasks in the System such as applying Qualifications, Problem solving, creating Volunteering Opportunities, and applying filters.
Create Employee Qualifications
Employees qualifications need to be created and adjusted as necessary. Qualifications can exist for different types of entities: Jobs, Job Locations, Shifts, etc.
Note: Employees will not be scheduled to Jobs, Job Locations or Shifts they are not qualified for.