Standard Values for Shift Planning

To create an optimal shift plan, you must define the human resources that are to be used for planning shifts. The selection of personnel is based on operational tasks that need to be completed.

First, you must define the evaluations paths by which an employee is selected when using the entry profile. The evaluation paths determine the organizational units, or links to organizational units, containing the employees you want to select. Furthermore, you can specify the employees who should be excluded, or those employees assigned elsewhere who can be included in the selection.

You determine the scope of employees in the entry object type. A shift group is assigned to an entry object type. Defined in this shift group are requirements types such as requirements on weekdays, and shifts such as early shifts. This data is used during shift planning as selection data.

When you enter shift planning, you are required to choose one or more entry objects. You can use the list of possible entries to select several organizational units.

You define an X profile that selects all positions in your enterprise. In Customizing, you specify the appropriate evaluation path. You assign organizational units as the entry object type to the X profile. When you enter shift planning, the Organizational units field appears. Here you can select one or more organizational units from the list of possible entries. The system searches all of the existing positions. The data resulting from the search is automatically entered in the shift plan for use in covering a requirement.

You can select organizational structures and jobs directly from the entry screen in shift planning. Thus, you limit the data assigned to an entry object type, and entered into the shift plan, by using the entry profile.

When you exit shift planning, the system stores the current entry objects, as well as the last period processed. When you next enter shift planning, this data is automatically proposed, and you do not need to select it again.