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HR

The absences module lets you configure the bidirectional message flow between Dime.Scheduler and absences in Microsoft Dynamics 365 Business Central.

Setup​

Configuring HR absences in Fast track wizard

Enable HR absence registration​

To use the solution, select Enable Absences planning.

Configure HR absence registration​

  • Enter a descriptive code in Job No. for Absences. This code can be used in the open and planned Tasks grid in Dime.Scheduler to sort, group and filter the tasks. Absences don't have a header like a sales or assembly order, so we create a default job from the wizard.

  • Select Create Tasks from Cause of Absence to create tasks in Dime.Scheduler based on the values in the cause of absence table.

  • To show the type of absence of a planned task in Dime.Scheduler select a value for Show Cause of Absence as:

    • Blank: no visual indicator used
    • Category: the color of the planned task shows the cause of absence
    • Time marker: the time marker of the planned task shows the cause of absence

    The video below showcases the functionality that's behind this configuration. The video uses service orders, but the capabilities are the same for this module:

When the user sends an absence from BC or creates an absence using the action shortcut, the planned task in Dime.Scheduler is created based on the setting of Create Appointment as:

  • Working Time: the absence is created with a start and end time as specified in Starting Time and Ending Time
  • Full Day: the absence is created as a 24h planned task, the Starting Time and Ending Time fields are not used in this case

To give the user the possibility to create a new absence via the action shortcut, select Create New Absence Action and enter the caption that is shown to the user in Dime.Scheduler (see screenshot below):

Create new absence in Dime.Scheduler

Causes of absence​

The default actions on the causes of absence page have been extended with the following items:

  • Send absence (selected range or all)
  • Delete selected item

When sending the causes of absence, a special job is created in Dime.Scheduler that holds a list of the selected (current and subsequent) causes of absences. The causes of absences themselves are represented as individual (infinite) tasks.

Causes of absence

These tasks are infinite tasks and as such, they will never disappear from the open tasks list:

Causes of absence

Absence registration​

Dime.Scheduler offers three methods to plan absences:

  • With drag and drop using absences tasks in Dime.Scheduler
  • Use the action shortcut (right-click on the planning board for the selected resource and date) to create an absence in BC
  • Enter an absence in BC and send the absence as a planned task to Dime.Scheduler

Dime.Scheduler simply uses standard Business Central functionality and adds visual capabilities to schedule absences.

Creating absences​

Drag and drop​

The drag and drop feature is useful for planners that don't want to juggle between Dime.Scheduler and Business Central. As the task always appears in the open tasks list, an absence registration is a mere click away. Select the desired cause of absence, drag the task and drag it on the desired timeslot for the right resource. And voilà, you just registered an absence.

Business Central​

Dime.Scheduler has bidirectional connection streams with Business Central and as such, you might as well create an absence directly in Business Central and send it to Dime.Scheduler.

In the absence registration page, you can create an absence and send it to (or remove it from) Dime.Scheduler:

Send absence