Employee Setup

Positions:

• Purpose: Positions are selected during the resource request process and are used to recommend employees matching the positions that are requested. Includes salary/hourly rate fields for future cost projections.

• Required: Mandatory for creating employees, employee resource requests, and requiring employee position specific certifications for jobs.

  • On the Position setup, there are a few important fields that control how each position will work in the system.

    • Include in Forecasting

      • Disable this if you would like employees with this positions to be hidden from the reports

    • Schedule Type

      • Exclude from Resource Planning

        • Assign this to any position whose employee should be hidden for all reports and assignments

      • Use for both long-term and short-term assignments

        • This will show employees with this position in long term and short term assignments

      • Use for long term Gantt assignments

        • This will only show employees with this position in long term requests / assignments

        • This is usually assigned to non field labor positions

      • Use for short term Daily Scheduling

        • This will only show employees with this positon for short term scheduling on the Daily Scheduling page

        • This is usually assigned to your field labor positions

    • Job Role

      • Apprentice

        • This is used for calculating the labor ratios on the Daily Scheduling page.  Assign this to any of your apprentice positions.

      • Journeyman

        • This is used for calculating the labor ratios on the Daily Scheduling page.  Assign this to any of your journeyman positions.

      • Project Manager

        • This is used for showing who the assigned Project Manager on each job, shows who the Project Team is on the Daily Scheduling page and reports, and can be used to add permissions to jobs without needing a Permission Group setup. Notice the Job Roles for PM's include 'View Only' permissions or 'View Sensitive' permissions. This allows for more control over what employee information certain PM's have access to.

          • If a User is linked to an Employee which is assigned to a Job as a position with this Project Manager Role selected, that user will be able to View and Request resources to the Job they are assigned.

Certifications:

• Purpose: Track employee certifications and ensure alignment with job requirements. Once a request is made for a job that has certification requirements, employees that match the certification requirements will be shown on the recommendation grid used when selecting the right resource for the request.

Labor Types:

• Purpose: Labor Types can be used to separate resources based on their work. Some frequently used Labor Types include Electrical, Mechanical, Carpentry, etc.