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Comment: Migrated to Confluence 5.3

You can create and add adjustments to the schedule of the selected employee after searching and listing the employee information in Daily Inquiry screen. The adjustment can consist of any activity type - Indirect, Delay, or Breaks/Lunch.

To create and add a new adjustment to the employee:

  1. Access the Daily Inquiry screen.
  2. Search and display the employee information in Daily Inquiry screen. (Refer Search Employee).
  3. Select the assignment in which the adjustment occurred.

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    imageSelect Asgn.jpg
    titleFig.41 Daily Inquiry - Select Assignment


  4. Click the button. The Create Assignment screen appears.

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    imageCreate Asgn.jpg
    titleFig.42 Daily Inquiry - Create Assignment


  5. To select activity ID, click the Search Activity screen appears.

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    imageSearch Activity.jpg
    titleFig.43 Daily Inquiry - Search Activity


  6. You can use the Activity Type drop down box to filter, whether you want an indirect, delay, or break/lunch. Click the activity ID link. The Activity ID and Activity Name will be updated in Create Assignment screen.

    Tip
    titleTips
    • The Associate ID and the Associate Name are updated from the Daily Inquiry screen.
    • The Assignment ID is auto-generated. However, you can also specify an assignment ID.

  7. Enter the number of whole minutes for the duration of adjustment. Must be less than the duration of the assignment it occurred in.

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    imageCA Duration.jpg
    titleFig.44 Daily Inquiry - Create Assignment (Duration)


  8. Click . The created assignment will be listed in the Daily Inquiry screen.

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    imageNew Asgn.jpg
    titleFig.45 Daily Inquiry - New Assignment


    Tip
    titleTip
    • You can add multiple adjustments to one work assignment as long as the sum of the new assignments fit within the duration of the worked assignment.

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    imageBad Duration.jpg
    titleFig.46 Adjustment Duration does not fit in Assignment

Moving and Editing Adjustments

You can move and edit an adjustment that you created.

  1. Click on the of the adjustment that needs to be moved or edited.

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    imageEdit Adj.jpg
    titleFig.47 Daily Inquiry – Editing an Adjustment


  2. Select the assignment to move the adjustment to and/or change the Duration as required.

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    imageEdit Screen.jpg
    titleFig.48 Daily Inquiry – Editing an Adjustment


  3. Click to save the changes you have made.