Managing the labor

To access the list of assignment schedules, go to Dashboard > Labor > Schedules, then start a search.

Various actions are available. You can:

Add an assignment

Click on , in the list of search result. The New assignment dialog box opens.

Create an assignment from the selected line
1 Right-click on the line(s) in the result table and select New assignment from the selected one.
2 Enter the information about the relevant project and the assignment, then validate.
Duplicate the selected assignments
1 Right-click on the line(s) in the result table and select Duplicate the selected assignments.
2 Enter the periods of the lines to duplicate.
Reassign the selected assignments
1 Right-click on the line(s) in the result table and select Reassign the selected assignments.
2 Enter the information about the new assignment and validate. This feature enables you to modify the content of one or multiple fields in the selected schedule lines, except the date and the workload.
Reschedule the selected assignments
1 Right-click on the line and select Reschedule the selected assignments.
2 Enter the information to postpone the schedule for X years, months, weeks, days or at a specific date, then validate.
Transfer the selected assignments into timesheets

Right-click on the line and select Transfer selected assignments in timesheets.

Once you validate, time entries are automatically created from the schedule lines. The user can decide to automatically clear the relevant schedule lines. This operation is recommended to avoid creating the same time entries several times. A confirmation is needed prior to any transfer.

Delete the assignment schedule

Right-click on the line(s) in the result table and select Delete the selected assignment.

Validate/De-validate the selected assignments

Right-click on the line(s) in the result table and select Validate the selected assignments.

View the schedule history

Right-click on the line(s) in the result table and select History.

By default, this analysis displays the actual and expected occupancy rate over a specific period (months, quarters, etc.), for the selected company, division, entity or service. Employees included in the analysis are active, internal and external employees.

Go to Dashboard > Labor > Occupancy rates.

For each period, the following information is displayed:

  • Duration: Total of scheduled days for the employee. By clicking on this information, you have direct access to the schedule details.
  • Capacity: Theoretical capacity of the employee for the relevant month.
  • Difference: Difference between the scheduled workload and the theoretical capacity.
  • Rate %: Occupancy rate on contract (external project and external customer).
  • Investment %: Occupancy rate on investment (external project for internal customer).

Leaves are excluded when calculating the occupancy rate.

To access this screen, go to Dashboard > Labor > Timesheets Validation then start a search.

1 To validate a timesheet or to change the selected record sheet's status code, right-click on the relevant line(s) in the search result table.
2 Select Validate or change the status code of the selected records. A windows is displayed with the following fields:
  • Approval type: details about the different approval types are displayed in the lower part of the screen; it is the status code of the billed time entries.
  • Time to bill: the number of hours to bill. Once they are validated, the timesheets disappear from the table.
3 If you want to associate a delivery note with the selected lines, right-click on the table line(s) and select Link a delivery note to the selected lines, then enter the delivery note number in the field of the Link to a delivery note window.
4 If you want to modify a customer/project/phase/sub-phase/task/action for one or multiple timesheet lines, right-click on the table line(s) and select Reassign the selected lines. In the dialog box, enter the information about the new assignment.
5 If you want to delete one or multiple timesheet lines, right-click on the table line(s) and select Delete the selected lines.

To track your employees' leave requests, you must use the leave requests dashboard.

To access this screen, go to Dashboard > Labor > Leave Requests Dashboard, then start a search.

Tracking and updating leave requests

Your employee sends you a leave request that you must validate, reject or cancel.

1 Click on the relevant period, under the Rights tracking section.
2 Double-click on the request, under the List of leave requests section.
3 In the Answer section on the right of the screen, click on Accept, Reject or Cancel. The status of the leave request changes.

The manager can email the updated leave request to the relevant employee.

The Reactivate button enables you to switch from "canceled" to "requested".

Exporting the employee's leave schedule

This feature enables you to export a leave schedule to Excel.

1 From a leave request record sheet, go to Edit > Export the employee's leave schedule.
2 Select the period and start the export.
Sending requests by email

This feature enables you to email the request previously accepted or rejected to the employee.

1 From a leave request record sheet, under the List of leave requests, right-click on the relevant request(s) and select Send requests by email.
2 The dialog box that opens enables the user to add recipients, in addition to the selected employee.
3 Select the email template and specify the output format and the attached documents. You can also create a new email by using the integrated BIRT software.
DMF

1513** DASHBOARDS REMOTE WORK *

161501 TOOLS REMOTE WORK SEARCH

Employees can declare half-days as remote work from their Web Portal or their Akuiteo Mobile application. The remote work dashboard enables you to track these declarations and to view the total of remote worked days by employee and by period.

To access this screen, go to Dashboard > Labor > Remote work dashboard.

Fill in the desired criteria in the search screen then start the search. From the dashboard displayed:

  • Each line represents an employee matching the search criteria.
  • On the table's right, the period specified for the search is displayed with one column per month.

Example

For a search period from 01/01/2022 to 12/31/2022, 12 columns will be displayed in the dashboard, from January 2022 to December 2022.

  • For each month, the total of remote worked days is displayed. Click on each monthly total to directly access the details of declared half-days (morning / afternoon) for the month and for the relevant employee. The DMF 161501 is required to access the details of a monthly total.