Whether you are editing information from the grid or on the

detailed dialog, employee data that can be edited in campaign mode requires you to bring up the effective date dialog. You are limited to setting employee data within the current dates selected, which will in fact always be inside the current scheduling period.

Like the Work Rules module, the Campaign mode Employees module gets its information from the organizations you selected in the Operations module. It lets you add all the available employees in those organizations and includes their associated work patterns. You can add or change the availability and work patterns and skills of individual employees to meet the requirements of your campaign.

Note: You can also add employees, their associated work patterns,

and skills in Organization mode. For detailed instructions for using the Employees module in Organization mode, see"The Employees Module" (page 115).

You can also add staffing profiles to the campaign in this module. Like employees, the available staffing profiles are determined by the organizations linked to the scheduling period.

This section provides instructions for actions that are unique to the Campaign mode.

To add an employee to a schedule:

Step Action

1 Click New on the toolbar. The Add Employees dialog box is displayed:

2 Employees already scheduled to work appear in blue. Click the left column next to the employees you want to add. Use the Shift and

Ctrl keys to select groups of employees.

Hold the cursor over a column head and drag to move the column. Click Reset Columns to restore the original order.

3 Click OK. The employees are added to your profile.

162 Campaign Mode Modules and Tasks

To remove an employee from the schedule:

Step Action

1 Select the employee.

2 Click the Delete button on the toolbar. The employee is removed from the schedule only. The employee is not removed from the employee database.

—End—

To add a work pattern for an employee:

Step Action

1 Click the Work Patterns tab in the lower pane.

2 In the OK column, click a pattern with a red X. A green check mark is displayed showing that the pattern can be assigned.

Note: Work patterns assigned to employees in Campaign mode

appear in magenta and apply only to the current scheduling period.

3 If you assign a work pattern to an employee from a different organization, you are asked to confirm the assignment. Click OK to assign the work pattern.

4 Add the employee’s preference for that shift (1 to 99). This preference can be used when scheduling. See"Scheduling Using Agent Preferences" (page 190).

—End—

Effectivities

As described previously in "Effective Dates" (page 118), the Employee module allows you to maintain historical information for some of its fields. On the employee grid, some of the items have a blue icon on the left side their cell. This icon, which looks like a calendar, is the Effective Dates button. The button brings up a dialog box that displays all of the historical information for the field and any fields that share the effective date. The dialog box also provides three options:

The Employees Module 163

Note: The value displayed is always based on the effective value on

the first date of the Viewing Display Period, which is displayed on the tool bar at the top of the Forecasting and Scheduling window.

• Insert value for period from – Allows you to set a new value for the exact Viewing Display Period shown on the toolbar at the top of the Forecasting and Scheduling window.

• Insert value from – Allows you to set a new value from the first date of the Viewing Display Period through the end date of the employee.

The effective date dialogs are also available from the employee’s detailed dialog window. When you are editing more than one employee at a time (referred to as multi-editing), the effective date dialog options display “**********” in place of the dates for option one. When you select this option, it still results in the new value being used for each individual employee’s effective dates for the value valid on the first day of the Viewing Display Period. You cannot edit any of the fields if one or more are secure fields. The following fields have effective date dialogs:

• Organization with Supervisor, Team Lead, and Job Title

• Minimum/Maximum Paid Hours, with Minimum/Maximum Daily and Weekly VTO and OT Hours

• Rank • Proficiency • Quality Service • Wage • Work Patterns • Skills

You can only edit employees through the effective date dialogs when in Campaign mode. All the fields specified for effective date dialogs, except for those related to organization, are available for editing. When you edit in campaign mode, the effective date dialog automatically pops up, displaying only the Insert value for period from option as available. The Insert value for period from option allows you to set a value for this field that is only valid during the campaign period currently being edited. Values after this period are returned to their previous state.

Note: The changes can be viewed from both Organization and

Campaign modes by bringing up the effective date dialog that relates to the employee parameter of interest.

164 Campaign Mode Modules and Tasks