Shift Plan#

ShiftPlan.Show

Overview#

A Shift Plan organizes a set of Resources and Employees into Workgroups and allows the planner to schedule each Employee for a particular Workgroup and Position for each Calendar Day. It provides the following functionality:

• Allows the planner to distribute the pool of Employees to different Teams and Workgroups.
• Allows the planner to check for a period of time whether there is a shortage of excess of personnel for a particular Calendar Day and whether there are working hour rules that are violated.
• Allows the planner to temporarily assign an Employee to a particular Workgroup and Position.
• Allows each Employee to check on his work Calendar, that is, for each Calendar Day to know whether he/she must come to work and in which Shift

In order to display some colors and codes, and to list the available non-working day types, the system relies on the generic table CalendarDayType. The table contains a list of system entries which must no be modified in order for the system to work correctly. The table below contains the default records for the table. In these records, the following columns with an asterisk in the title are system-managed and cannot be modified. New lines can be added for non-working days, and the cells belonging to the columns other than the ones marked with an asterisk can be modified as desired.

Table: Calendar Day types

Tying Everything Together#

graph LR
    N1[Calendar Day] --- L1[Employee Calendar Day]
    N1 --- A1[Shift Definition] --- A2[Calendar] --- A3[Team]
    N1 --- A2
    A2 --- Main[Shift Plan]
    A4[Employee] --- L1
    A2 --- L1
    L1 --- L2[Workgroup]
    Main === L2
    L2 --- L3[Workgroup Resource] --- A5[Resource]
    L2 --- L4[Workgroup Step] --- A6[Step]
    L2 --- L5[Workgroup Personnel Requirements] --- A7[Certification]

classDef mermaid_title color:#000, fill:#fafafa, stroke:#fafafa, stroke-width:0x, font-size:100%, font-weight:200;
classDef mermaid_start color:#000, fill:#fafafa, stroke:#fafafa, color:#fafafa, stroke-width:0x, font-size:100%, visibility: hidden;
classDef mermaid_businessdata color:#000, fill:#65CDE8, stroke:#65CDE8, stroke-width:0px, font-size:100%;
classDef mermaid_nonbusinessdata color:#000, fill:#B7DEE8, stroke:#B7DEE8, stroke-width:0px, font-size:100%;
classDef mermaid_entity color:#000, fill:#FB9F53, stroke:#FB9F53, stroke-width:0px, font-size:100%;
classDef mermaid_entitylinked color:#000, fill:#FCD5B5, stroke:#FCD5B5, stroke-width:0px, font-size:100%;
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class Main mermaid_entity
class A1,A2,A3,A4,A5,A6,A7,A8,A9,A10,A11,A12,A13,A14 mermaid_businessdata
class L1,L2,L3,L4,L5,L6,L7 mermaid_entitylinked
class C1,C2,C3,C4,C5,C6 mermaid_context
class N1,N2,N3,N4,N5,N6 mermaid_nonbusinessdata

click Main "../../business-data/shift-plan"
click A1 "../../business-data/shift-definition"
click A2 "../../business-data/calendar"
click A3 "../../business-data/team"
click A4 "../../business-data/employee"
click A5 "../../business-data/resource"
click A6 "../../business-data/step"
click A7 "../../business-data/certification"

Sequence Of Steps#

The necessary steps for correctly creating and using a Shift Plan are:

1. Configure the Generic CalendarDayType with the intended codes, colors and non-working days.
2. Create a Calendar.
3. Generate Calendar Days for the Calendar.
4. Create the necessary Workgroup Personnel Requirement Certifications.
5. Optionally, create the Resources to be associated with the Workgroups.
6. Create the Shift Plan.
7. Assign Employees to Teams and Position using the Manage Employee Teams and Workgroups.
8. Generate Shift Plan Calendar Days to generate individual Employee Calendar Days.