next up previous
Next: The User Information pop-up Up: Human Resource Manager (HRM) Previous: Rights related to the


Planning view

As illustrated below, the planning is accessed via Image s_HRM. The following display options are featured :

search menus to aim on a particular user group and/or user and ('User status'), as well as according to their Blue Chameleon access status : enabled, disabled or any of those ;

  • browsing calendars Image OTS_Calendar, allowing to then Image z_Display the planning from and to any date ;
  • a checkbox enabling to show holidays that have not been validated yet.

Figure 7.106: The Main Planning Page, showing the planning of all users (with an enabled access) in "Sales Department" user group.
Image PLANNING_MAIN

Upon display, thanks to click-links, the planning can also be browsed in a weekly or monthly way. User names are also clickable, showing user's information.
 
On the planning grid, a cell which is fully colored means that this event lasts for the user's whole day (therefore, with a duration equal to user's Daily Work Duration, as weekly set on the Staff Workdays Page, otherwise the number of hours that the event lasts is shown in a proportional way to the cell's width.
 
Hovering mouse cursor over a cell shows a Image magnifier icon, which mouseover shows in a small window the detailed planning contents of the day :

Image Mouseover_planning

 
Color codes for cells (or cell parts), as well as the effect of clicking on them, are as follows :

Color Meaning Click (*)
white work Manage Day pop-up
red no work Add/Modify Workday Page
green confirmed holidays View Holidays Page (Modify Holidays Page if 'Review' rights)
orange pending holidays Modify Holidays Page
yellow sick leave Modify Planning Page
(*) provided that related user rights are sufficient.

As it can be seen on the illustration, a white planning cell may contain a small text, corresponding to an activity set for that user that day.

Below the planning grid, as many as four buttons may be available, according to user's rights :

  • Image z_My_holidays, leading to the eponymous page ;
  • Image z_Staff_holidays, allowing to access the Manage Users' Holidays Page ; this button only appears if "Holiday rights" are at least set to 'Debit/Credit' ;
  • Image z_Administration, allowing to access the Planning Administration Pagepar:plnadministration ; this button only appears if "Administration rights" are at least set to 'Workweek profiles'.

At the very bottom of Main Planning Page, a button is available to as a formatted PDF document the current view of the planning (limited to one week), according to a print model.

Image notebook2It is to note that, in order to not clutter the display, only users who had been assessed a workweek profile appear here.



Subsections
next up previous
Next: The User Information pop-up Up: Human Resource Manager (HRM) Previous: Rights related to the