Employees¶

Basic Settings¶

Setting	Description
Active	"Allow if an employee is currently active"
Access	"Allow an employee to access the WFM source. If an employee does not have this permission, they can still have scheduled shifts but will need assistance to log in to WFM"
Adult	(No description provided)

Field	Description
First Name	"Enter employee's first name"
Last Name	"Enter employee's last name"
Username	"Create a username for the employee. This username will be used not only for logging into the system but also as the username for the specific source the employee operates in."
Personal Number	"Enter employee's personal number"
E-mail	"Enter employee's email"
Phone Number	"Enter employee's phone number"
External ID	"It's used to identify a specific user across several different sources"
Roles	"By selecting the role, you predefine the rights and accesses allowed for an employee within a WFM source"
Timezone	"Select a timezone that aligns with the employee's location and working hours"
WFM	"Select a Workforce Management source. Specify the source from which an employee's data is synchronised with WFM."
Call Centre	"Select a call centre for this employee. This function enables to verify that the employee was using the correct queue"
Password	"Create a password for an employee if they operate within the WFM source only"
Confirm Password	"Confirm a password"

Field	Description
Skill Name	"Skill pertains to the type of work that is pertinent to the individual employee"
Level of Competence	"Select the level of employee's seniority"
Actions	Remove or edit skills

Field	Description
Holiday Period	"Allow if an employee on this type of contract can work during the Holiday Period"
Night Shifts	"Allow if an employee on this type of contract can have night shifts"
Contract Name	"Select a specific contract type"
Contract Start	"The beginning date of a contractual agreement"
Contract End	"The termination date of a contractual agreement"

Field	Description
Day Hours Limit	"Maximum number of hours an employee can work within a single day"
Week Hours Limit	"Maximum number of hours an employee can work within a week"
Number of Hours per Day	"The total hours an employee is scheduled to work in a single day. This number is a multiple of the number of working days"
Min Continuous Rest per Week	"The minimum consecutive hours of rest an employee must have within a week"
Min Break Hours per Day	"The minimum duration of breaks required for an employee within a single day. However this duration can be then divided into smaller breaks"
Break at least After Hours	"A break must be taken after the specified number of hours. This means the break should occur either from the beginning of the shift or following the end of the previous break"
Month Hours Limit	"The maximum number of hours an employee can work within a month"

Note: System defaults apply unless overridden at employee level.

Field	Description
Shift	"Select the shifts permitted for an employee. By default, all shifts are permitted"
Breaks	"Enable and configure breaks. You can set breaks and specify the time"

Field	Description
Break Name	"Select a break from the break settings"
Period	"Select the type of subsidy you have: weekly, monthly, or daily"
Subsidy/h	"Define the amount of hours for the selected type of subsidy"

Field	Description
Superior	"Define who the employee's supervisor is"
Subordinate	"Define who reports to this employee"

Field	Description
Send User to AI	"AI automatic planning is utilised for employees with predefined working conditions. For those without clear arrangements, manual shift scheduling is recommended"
Work from Home	"Permitting employees to work remotely if their job requirements are conducive to such arrangements"
Only Work from Home	"Allow if an employee's activity doesn't require physical presence"
Morning	"Select '1' if an employee does not want this type of shift, or '100' if it is preferred the most. Values below 50 indicate a preference against this type of shift, while values above 50 indicate acceptance"
Afternoon	Same preference scale as Morning
Holiday	Same preference scale as Morning
Night	Same preference scale as Morning
Weekend	Same preference scale as Morning

Field	Description
Name of Request Type	"Name the request type"
Year	"Select the particular year for which this type of request is intended"
Fund/Exhausted	"Specify the number of hours that can be used for this specific year and this particular type of request"