HR

The Absence Registration FastTrack solutionFastTrack solutionOne module of the Business Central or NAV connector that makes a kind of record plannable, such as service orders or production routing. Each has its own enable switch in the FastTrack wizard. brings employee absences into your resource planning. Once you link employees to resourcesResourceAn entity that can carry out work - a person, vehicle, tool, or room - that you schedule on the planning board. in NAV, you can plan their absences against those resources in Dime.Scheduler.

You can plan absences in three ways:

• Drag and drop an absence task onto the planning boardPlanning boardThe main graphical scheduling surface where dispatchers drag tasks onto resources across a timeline. in Dime.Scheduler.
• Enter an absence in NAV and send it to Dime.Scheduler as a planned taskPlanned taskAn appointment together with the resources assigned to it - the full picture of what will be done, by whom, and when..
• Use the action shortcut (right-click on the planning board for the selected resource and date) to create an absence in NAV.

Configuring HR absence registration

In Dime.Scheduler you plan "tasksTaskA unit of work that belongs to a job. It appears in the open task list until it is scheduled to a resource.", and every task belongs to a "jobJobA high-level container, comparable to a project, that bundles related tasks together with common information such as customer, billing, and address.". "Job" and "task" are generic names for whatever you want to schedule. To let users drag and drop absence tasks onto the planning board, you need a "job" and "tasks" in Dime.Scheduler. Absences have no header like a sales or assembly order, so the wizardFastTrack wizardThe setup wizard inside Business Central or NAV that connects it to Dime.Scheduler and switches on the modules to plan from. It writes the source app and creates the source types for each enabled module. creates a default "job" for you.

• Select "Enable Absences planning" to turn on the solution.
• Enter a descriptive code in "Job No. for Absences". This code lets you sort, group and filter tasks in the open and planned Tasks grids in Dime.Scheduler.
• 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, pick a value for "Show Cause of Absence as":
  • Blank: no visual indicator.
  • CategoryCategoryA visual indicator (a color) applied to appointments to classify or label them.: the color of the planned task shows the cause of absence.
  • Time markerTime markerA visual indicator on an appointment, separate from its category, used to flag a status or condition at a point in time.: the time marker of the planned task shows the cause of absence.

When the user sends an absence from NAV or creates one with the action shortcut, "Create Appointment as" controls how the planned task appears in Dime.Scheduler:

• Working Time: the absence uses the start and end time set in "Starting Time" and "Ending Time".
• Full Day: the absence is created as a 24h planned task, and the "Starting Time" and "Ending Time" fields are not used.

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