Process Roadmap: Planning labor with the Work Content and Workflow views

This process roadmap provides an overview of how the Work Content and Workflow views in Timeline Scheduling are most commonly used. The Work Content view in Timeline Scheduling is designed to be used to view and schedule any work content that is not distributed to the manager's planned shifts. You can use the Work Content view in combination with the Job or Employee views in Timeline Scheduling to create shifts to handle the work content. You can use the Work Content view in combination with the Workflow to view the work content distributed to your planned shifts and evaluate your plan.

Click the links in the Action column for more information on the steps.

Step Action Overview Notes

1

Selecting the planning period and job

Select the planning period and jobs with which you want to work. This step controls what you see in the schedule panes of the selected views.

You perform this step and all following steps in this process roadmap in the Timeline Scheduling screen.

2

Selecting views on The Timeline Scheduling screen

Using dual-timeline view, select Job view in the top view and Work Content view in the bottom view.

In the Job view you can see all of the system-planned shifts that were created to accomplish the work. There is no work displayed in the Work Content view as it was all distributed to the planned shifts seen in the Job view.

3

Manage shifts.

The system-planned shifts are the recommended number of shifts necessary to complete the work content. However, you might want to use different shifts. In the Job and Employee views, you can add, delete, or edit shifts to arrive at the manager's planned shifts. In the Work Content view, you can create shifts based on system recommendations.

4

Redistributing work content

Once you have determined the shifts in your plan and deleted any unwanted shifts, you must redistribute the work content to your plan. When the process finishes, any work content that could not be distributed to your planned shifts will be displayed in the Work Content view. If there is undistributed work, you might want to add additional shifts and repeat the process until all work content can be distributed to your planned shifts.

Before you redistribute work content, you must delete unwanted shifts to ensure that work content is not distributed to them.

5

Analyzing your plan

After you have redistributed work content, you are ready to analyze your plan. Evaluate your plan compared to the system plan using the provided statistics of shift hours, distributed hours, and undistributed hours.