Check-In Employee#

Employee.CheckIn

Overview#

This operation is used to check-in an Employee at one or more Resources.

Preconditions#

• User has an associated Employee object which is active and matches the Employee for which the Check-In applies.
• If the Employee to be checked-in has the property Require Clock-In set, the Employee Clocked State must be Clocked-In.
• The Employee is not already associated with the Resource.
• The Employee is not already associated with any Resource in exclusive mode.

• Resource exists, is Active and it is of the Processing Type Process or Storage and has the property Enable Check-In set to true.

  Info

  You can activate the Enable Check-In property (and more) under the Personnel tab within the Resource page.

• If the Resource property Restrict Check-In is true:

  • The Certification on which the Employee is being checked-in must match one Certification defined in the Resource Personnel Requirements and the Employee must have that Certification in state Active or Grace Period.
  • If the value defined for the /Cmf/System/Configuration/LaborManagement/RestrictedEmployeeCheckMode system configuration entry is LessOrEqual, you cannot exceed the Quantity defined for a given Certification. This means that you can only select an Active Certification from the Resource Personnel Requirements if it is not yet complete. If it is complete, you may Check-Out another Employee. This option is only available if the Resource has the Employees Can Check-Out Others on Check-In property enabled.
  • If the value defined for the /Cmf/System/Configuration/LaborManagement/RestrictedEmployeeCheckMode system configuration entry is None, you can select any Active Certification from a Resource Personnel Requirements – either complete or not.

  • If the Employee is checking in on a particular Certification and the Employee is set as a Trainee on that Certification, a valid Trainer must be provided and meet the following criteria:

    • Any Employee listed as a Trainer on that Certification with a valid Certification (with State as Active or Grace Period).
    • If the Trainer has the property Require Clock-In set to true, the Employee Clocked State of Trainer must be Clocked-In.

Sequence of Steps#

The Check-In Employee wizard can be called from the Resource page within the Business Data Group, or from the Resource View in FabExplorer.

Step 1: Position Selection#

If the Resource has the property Is Restricted set to true, you must select on which position you are checking-in. A list of Certifications that you currently hold will be displayed and is available for selection. Choose the appropriate Certification and select Next to proceed.

Step 2: Checked-In Employees#

1. The system will list all the Employees currently checked-in at the Resource.
2. If the Resource has the property Employees Can Check-Out Others On Check-In set to true, you can select an Employee who is already checked-in to replace their current position.
3. Select Check-In to complete the wizard.