This page allows you to search for requested resources and allocate based on the available resources. A resource can be reserved against multiple projects. Hard allocation and resource reservation options are available. You can search the resource details based on the search criteria details like role, designation, work experience, qualification, grade, competency and proficiency. You can specify whether the resource is allocated fully or partially.
This page allows the employee to do the following
Employee Information should have been defined through the Employee Induction component
Resource Request should have been defined
To allocate resource availability details, select Service Resource Planning → Workforce Planning → Resource Availability from the Business Process menu.
Choose Allocate from the Action combo.
Enter the Request ID of the resource request.
Choose an option from Line No combo to specify the line number of the resource.
In the Request Search section, enter the Code that identifies the employee who is available for allocation.
Enter the Type of employee to be retrieved for allocation.
Choose an option from Vertical combo to specify the vertical to which the employee belongs.
Choose an option from Department combo to specify the department of the employee.
Select the checkbox against Show Reserved to view the reserved employees.
Note: You can reserve them for multiple projects and finally you can hard allocate an employee for 100% allocation for only one project.
Choose an option from Role/Job Description combo to specify the role and job description of the required employee. The system lists all the available roles and job codes as options.
Choose an option from Designation/Position combo to specify the designation or the position of the required employee.
Choose an option from Grade combo to specify the grade of the employee to be retrieved for allocation.
Choose an option from Qualification 1 combo to specify the first qualification of the employee required for allocation.
Choose an option from Qualification 2 combo to specify the second qualification of the employee required for allocation.
Choose an option from Qualification 3 combo to specify the third qualification of the employee required for allocation.
Select the checkbox against Qualification 1 Mandatory? to specify whether first qualification of the employee is mandatory or not.
Select the checkbox against Qualification 2 Mandatory? to specify whether second qualification of the employee is mandatory or not.
Select the checkbox against Qualification 3 Mandatory? to specify whether third qualification of the employee is mandatory or not.
Choose an option from Competency 1 combo to specify the first competency level of the employee required for allocation.
Choose an option from Competency 2 combo to specify the second competency level of the employee required for allocation.
Choose an option from Competency 3 combo to specify the third competency level of the employee required for allocation.
Select the checkbox against Competency 1 Mandatory? to specify whether first competency level of the employee is mandatory or not.
Select the checkbox against Competency 2 Mandatory? to specify whether second competency level of the employee is mandatory or not.
Select the checkbox against Competency 3 Mandatory? to specify whether third competency level of the employee is mandatory or not.
Choose an option from Competency 1 Proficiency combo to specify the first competent proficiency level of the employee required for allocation.
Choose an option from Competency 2 Proficiency combo to specify the second competent proficiency level of the employee required for allocation.
Choose an option from Competency 3 Proficiency combo to specify the third competent proficiency level of the employee required for allocation.
Enter the Work Experience of the employee.
Note: The system retrieves the employees who has work experience equal to or greater than the entered work experience in the multiline.
Enter the Work Location of the employee for resource allocation.
Select the checkbox against Show only 100% Availability to check whether the required employee is 100 % available.
Enter the date from which the employee is required.
Enter the date until which the employee is required.
Click Search to retrieve the resource details in the multiline.
The system retrieves and displays Emp. Code, Employee Name, Employee Type, Department, Role/Job Description, Designation/Position, Work Location, Grade, From Date, To Date, % Availability/day, Date of Joining, Date of Separation, Pool Code and Employee Status.
Select any row in the multiline for resource allocation.
In the Allocation Details section, enter the Allocation Type of the resource.
Enter the percentage of resource allocated for the project.
Click Submit to allocate the resource details.
Note: On Submit, the system saves the resource details and generates the Allocation ID.
The system displays the Allocation ID, Allocation Status, Resources Requested, Resources Allocated, Project Code, Project Name and Project Currency.
The system displays the Data History details.
|
Field Name |
Description |
Type |
Editable |
Mandatory |
Length |
Remarks |
|
Header |
||||||
|
Action |
The option that indicates the action that you want to perform. |
Combo |
No |
Yes |
20 |
The system lists Allocate as option. |
|
Request ID |
The request ID of the resource allocation. |
Textbox |
Yes |
Yes |
20 |
Click the lens icon to retrieve a request ID from the Help on Request ID screen. |
|
Line No |
The option that indicates the line number of the resource request. |
Combo |
No |
Yes |
4 |
|
|
Resource Search Section |
||||||
|
Employee Code |
The code that identifies the employee who is available for allocation. |
Textbox |
Yes |
No |
20 |
Click the lens icon to retrieve an Employee Code from the Help on Employees screen. |
|
Employee Name |
The name of the employee. |
Textbox |
No |
No |
50 |
|
|
Employee Type |
The option that indicates the type of employee. |
Combo |
No |
No |
20 |
|
|
Vertical |
The option that indicates the vertical to which the employee belongs. |
Combo |
No |
No |
50 |
|
|
Department |
The option that indicates the department to which the employee belongs. |
Combo |
No |
No |
50 |
|
|
Show Reserved |
Indicates whether the specified employee is already reserved. |
Checkbox |
No |
No |
20 |
|
|
Role/Job Description |
The option that indicates the role and job description of the required employee. |
Combo |
No |
No |
50 |
The system lists all the available roles and job codes as options. |
|
Designation/Position |
The option that indicates the designation or the position of the required employee. |
Combo |
No |
No |
20 |
|
|
Grade |
The option that indicates the grade of the employee to be retrieved for allocation. |
Combo |
No |
No |
20 |
|
|
Qualification 1 |
The option that indicates the first qualification of the employee required for allocation. |
Combo |
No |
No |
20 |
|
|
Qualification 2 |
The option that indicates the second qualification of the employee required for allocation. |
Combo |
No |
No |
20 |
|
|
Qualification 3 |
The option that indicates the third qualification of the employee required for allocation. |
Combo |
No |
No |
20 |
|
|
Qualification 1 Mandatory? |
Indicates whether first qualification of the employee is mandatory or not. |
Checkbox |
No |
No |
20 |
|
|
Qualification 2 Mandatory? |
Indicates whether second qualification of the employee is mandatory or not. |
Checkbox |
No |
No |
20 |
|
|
Qualification 3 Mandatory? |
Indicates whether third qualification of the employee is mandatory or not. |
Checkbox |
No |
No |
20 |
|
|
Competency 1 |
The option that indicates the first competency level of the employee required for allocation. |
Combo |
No |
No |
20 |
|
|
Competency 2 |
The option that indicates the second competency level of the employee required for allocation. |
Combo |
No |
No |
20 |
|
|
Competency 3 |
The option that indicates the third competency level of the employee required for allocation. |
Combo |
No |
No |
20 |
|
|
Competency 1 Mandatory? |
Indicates whether first competency level of the employee is mandatory or not. |
Checkbox |
No |
No |
20 |
|
|
Competency 2 Mandatory? |
Indicates whether second competency level of the employee is mandatory or not. |
Checkbox |
No |
No |
20 |
|
|
Competency 3 Mandatory? |
Indicates whether third competency level of the employee is mandatory or not. |
Checkbox |
No |
No |
20 |
|
|
Competency 1 Proficiency Level |
The option that indicates the first competent proficiency level of the employee required for allocation. |
Combo |
No |
No |
20 |
|
|
Competency 2 Proficiency Level |
The option that indicates the second competent proficiency level of the employee required for allocation. |
Combo |
No |
No |
20 |
|
|
Competency 3 Proficiency Level |
The option that indicates the third competent proficiency level of the employee required for allocation. |
Combo |
No |
No |
20 |
|
|
Work Experience |
The work experience of the employee. |
Textbox |
Yes |
No |
20 |
|
|
Work Location |
The work location of the employee for resource allocation. |
Combo |
No |
No |
20 |
|
|
Show only 100% Availability |
Indicates whether the required employee is 100 % available. |
Checkbox |
No |
No |
20 |
|
|
Required From |
The date from which the employee is required. |
Textbox |
Yes |
Yes |
11 |
|
|
Required Till |
The date until which the employee is required. |
Textbox |
Yes |
Yes |
11 |
|
|
No. of resources |
The number of resources available for allocation. |
Textbox |
No |
No |
4 |
|
|
Resource Details Multiline |
||||||
|
Emp. Code |
The code that identifies the employee. |
Textbox |
No |
No |
20 |
|
|
Employee Name |
The name of the employee. |
Textbox |
No |
No |
50 |
|
|
Employee Type |
The type of the employee. |
Textbox |
No |
No |
20 |
|
|
Department |
The department to which the employee belongs. |
Textbox |
No |
No |
20 |
|
|
Role/Job Description |
The role or job description of the employee. |
Textbox |
No |
No |
50 |
|
|
Designation/Position |
The designation or the position of the employee. |
Textbox |
No |
Yes |
20 |
|
|
Work Location |
The work location of the employee. |
Textbox |
No |
No |
20 |
|
|
Grade |
The grade of the employee. |
Textbox |
No |
No |
20 |
|
|
From Date |
The date from which the resource is available. |
Textbox |
No |
No |
11 |
|
|
To Date |
The date until which the resource is available. |
Textbox |
No |
No |
11 |
|
|
% Availability/day |
The resource availability specified in percentage per day. |
Textbox |
No |
No |
4 |
Click the Datahyperlink to view the employee project allocated details. |
|
Date of Joining |
The date on which the employee joined the organization. |
Textbox |
No |
No |
11 |
|
|
Date of Separation |
The date on which the employee separated from the organization. |
Textbox |
No |
No |
11 |
|
|
Pool Code |
The code that identifies the target pool. |
Textbox |
No |
No |
20 |
|
|
Employee Status |
The availability status of the resource. |
Textbox |
No |
No |
25 |
|
|
Allocation Details Section |
||||||
|
Allocation ID |
The identification code of the resource allocation. |
Textbox |
No |
No |
20 |
|
|
Allocation Status |
The status of the resource allocation. |
Textbox |
No |
No |
30 |
|
|
Allocation Type |
The type of resource allocation. |
Combo |
No |
Yes |
20 |
|
|
Resources Requested |
The number of resources requested for the project. |
Textbox |
No |
No |
5 |
|
|
Resources Allocated |
The number of resources allocated for the project. |
Textbox |
No |
No |
5 |
|
|
Allocation % |
The resource allocated for the project specified in percentage. |
Combo |
No |
Yes |
4 |
|
|
Project Code |
The code of the project to which the employee is allocated. |
Textbox |
No |
No |
25 |
|
|
Project Name |
The name of the project to which the employee is allocated. |
Textbox |
No |
No |
50 |
|
|
Project Currency |
The currency used for the project. |
Textbox |
No |
No |
20 |
|
|
Data History Section |
||||||
|
Created By |
The login ID of the user who created the resource availability details. |
Textbox |
No |
No |
50 |
|
|
Created Date and Time |
The date and time on which the resource availability details was created. |
Textbox |
No |
No |
25 |
|
|
Last Modified By |
The login ID of the user who last modified the resource availability details. |
Textbox |
No |
No |
50 |
|
|
Modified Date and Time |
The date and time on which the resource availability details was last modified. |
Textbox |
No |
No |
25 |
|