Setting Requirements

This document explains how to set different types of requirements in the calendar, for both administrators and users.

Demand Requirements (Administrators Only)

Administrators can set the staff demand needed for each day and type. This step is essential to be able to automatically generate the calendar.

Set Daily Demand:

• In each row corresponding to each demand type, click on the day you want to modify.
• Set a numerical value that represents the number of people needed to cover that type of demand.
• Remember that you can also modify the day type from those previously configured. This is important if you want the generation model to take it into account for leveling according to the day type.

Personal Requirements

Administrators have the ability to set or modify personal requirements for any user. Users can only manage their own personal requirements.

Unavailable Days

Mark Unavailable Days:

• Click on the day you want to block
• Click on the "Unavailable" option from the dropdown menu
• These days inform the model that this user cannot be assigned to work on those days

Vacations

Mark Vacations:

• Click on the day you want to mark as vacation
• Click on the "Vacation" option from the dropdown menu
• These days inform the model that this user cannot be assigned to work on those days

Temporary Leave

Mark Temporary Leave: Temporary leave cannot be assigned directly from the dropdown menu. It is necessary to mark the user as on temporary leave in the user dropdown menu.

Note: It is essential to clearly distinguish between unavailable days and vacation or temporary leave days. Unavailable days are intended for one-off events and therefore, the model will respect them by not assigning tasks, but will not consider them for leveling. This means that if the average work for users is 10 days per month, the model will try to assign 10 work days to all users, regardless of whether they have unavailable days.

On the other hand, vacation or temporary leave days will be taken into account for leveling. In this case, if the average work is 10 days per month and a user is on vacation half the time, the model will try to assign only 5 work days to them.

Other Events

Register Other Events:

• Depending on your calendar configuration, you may be able to register other types of events in the dropdown menu
• These events will also be respected by the model but will not be taken into account for leveling
• These events are useful because, depending on the configuration, they can generate subsequent blocked days. That is, the model, in addition to respecting the specific day of the event, will also respect the blocked days that follow

Work Shift Preferences

Set Work Shifts:

• Users can set some work shifts for which they have preference
• These events will be respected by the model. That is, the model will try to assign the fixed shifts

Note: It is important to set shifts where there is sufficient demand. If shifts are set where there is no demand, the model will not be able to assign them and will not be able to generate the calendar.

Event Configuration

The configuration of these events can be accessed from the dropdown menu itself. It can also be accessed from the general configuration menu located in the top right of the screen.

The following parameters can be configured:

• Name
• Abbreviation
• Color
• Subsequent blocked days

Next Steps

After setting the requirements, you can:

• Generate the calendar automatically
  • More information in the Autogenerate calendar guide