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Employees

Basic settings

Top panel

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


Employee’s personal details

Employee’s detail

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. The WFM source can then automatically log them in using this username. When operating within the WFM source, the employee will use the username and password created for WFM. If the source is Daktela, the username must match in both WFM and Daktela, but the password should be the one used for Daktela

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 sourceRoles

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. This indicates where the WFM system should retrieve the login information

Password

Create a password for an employee if they operate within the WFM source only 

Confirm password

Confirm a password


Specification of employee’s working conditions

Add Skills

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/edit


Add Contract

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


Due to various operational changes within the workplaces, there are two options for determining work hours. You can either set a daily limit of working hours for your employees or a monthly limit, which is determined by your workplace's requirements. The multiplier of the number of days and hours worked will always equal the monthly hour limit; therefore, only one of these options can be chosen.

Contract time conditions

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

Min Break Hours per Day Splitted

If min Break Hours per Day is 1 hour and it is then divided to 30 and 30 min. There’s however an option of an additional break, that would not be count in case if its duration doesn’t cross the limit that is defined in the section “Min Break Hours per Day”

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

If time conditions are not specified here, the system will automatically apply those defined in the Contract Type settings. However, by defining time conditions in this section, they will be recognized and applied as valid by the WFM source.


Add Shifts

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

Actions

remove/edit


Add Breaks

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 

Actions

remove/edit 


Add Structure

Superior

Define who the employee's supervisor is

Subordinate

Define who reports to this employee


Add Forecast

Send User to AI for Automatic Planning

AI automatic planning is utilised  for employees with predefined working conditions. For those without clear arrangements, manual shift scheduling is recommended

Allow 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 of this type of shift

Afternoon

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 of this type of shift

Holiday

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 of this type of shift

Night

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 of this type of shift

Weekend

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 of this type of shift


Add Vacation Fund

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

Actions 

remove/edit 

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