TRAX MANUALS > Planning > Planning Module > Planning, Update Menu > Employee Schedule Self-Management > Employee Schedule, via Employee Schedule Self-Management

Employee Schedule, via Employee Schedule Self-Management

The Employee Self Assignment option allows users to view their individual schedules.

Note: The Print button is available in this section to generate relevant reports, as necessary.

1. Create a group or find an existing one.

For additional information regarding how to create a group, refer to the Man Hours Schedule, General Tab section of the Planning Training manual.

2. Add an employee (yourself) to the group.

For additional information regarding how to create a group, refer to the Man Hours, Employee Tab section of the Planning Training manual.

3. Create a Schedule for the Employee.

For additional information regarding how to create a schedule for an employee, refer to Schedule Button, General Tab via the Man Hours Schedule Employee Tab section of the Planning Training manual.

Now that a schedule has been created for the employee, go to the Man Hours Schedule, Schedule Tab to view the schedule:

4. Generate the schedule.

For information regarding how to generate a schedule, refer to the Manhours Schedule Generation section of the Planning Training manual.

5. View Employee Self Assignment.

a. Go to Planning/Update/Employee Self Assignment.

Select the Expandable button beside any of the dates shown in the above window.

TRAX displays the breakdown for each hour in that days work day (breaks, lunch, available, pending and requested man hours).

Note: Employees who have schedules set up at one Location and Site can have Labor reserved for a Work Order in the same Location but with a different Site through the Run-Simulation button (via the Interactive Planner). While the employee is scheduled for work at one site, when labor is reserved for a W/O at a different site, the Employee Schedule Self-Management window reflects the new Work Site and time.

The Work Site for the Work Order will also be listed in the Employee Schedule Self Management Print window. For more information refer to the Run Simulation Button and the Capacity Area via the Planning Training Manual.

Select a block of time as shown below. Select the New button from the Absence Schedule window.

An absence request can be quickly created in the Absence Schedule window shown below.

Note: The Start Date and End Date auto populate.

For additional information regarding how to create an absence request, refer to the Absence Schedule via Employee Schedule Management which can be found in the Planning Training manual.

The user may also select the New button from the Override Schedule window to create an Override Schedule.

TRAX displays the Man Hours Schedule Override window.

For additional information regarding how to create an Override Schedule, refer to the Override Schedule via Employee Schedule Self Management which can be found in the Planning Training manual.