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HR

Configure how employee absences flow both ways between Dime.Scheduler and Microsoft Dynamics 365 Business Central. This page walks you through the setup and the three ways planners can register absences.

Setup​

Configuring HR absences in Fast track wizard

Enable HR absence registration​

To turn on the module, select Enable Absences planning.

Configure HR absence registration​

  • Enter a descriptive code in Job No. for Absences. Planners can use this code to sort, group and filter tasks in the open and planned Tasks grid in Dime.Scheduler. Absences don't have a header like a sales or assembly order, so the wizard creates a default job for them.

  • 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 on 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 demonstrates this functionality. It uses service orders, but the behavior is 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 let planners create a new absence through the action shortcut, select Create New Absence Action and enter the caption shown to the user in Dime.Scheduler (see the 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 you send the causes of absence, Dime.Scheduler creates a special job that holds the selected (current and subsequent) causes of absence. Each cause of absence becomes an individual (infinite) task.

Causes of absence

Because these are infinite tasks, they 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 builds on standard Business Central functionality and adds visual scheduling on top of it.

Creating absences​

Drag and drop​

Drag and drop is the fastest option for planners who prefer to stay in Dime.Scheduler. Because the task always appears in the open tasks list, registering an absence takes just a few clicks: pick the cause of absence and drag the task onto the right timeslot for the right resource. The absence is registered.

Business Central​

Because Dime.Scheduler syncs both ways with Business Central, you can also create an absence directly in Business Central and send it to Dime.Scheduler.

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

Send absence