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Locales

AgilePlan Capacity Management currently comes with two languages: English and German Locales.

You have the possibility to define your own Locales for the dynamic data. Just click on the Locales tab in CUSM and add the needed locale key. All available system locales are shown in a box.

After adding the new locale you are able to name calendars, day types and additional contract data like contract modes, bonus types and employment types in your chosen language.

If you need a language set for your static data (labels, menu items) just give us a call.

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Calendar Management

In a calendar you capture non working days(as christmas), typically for a group or all of your employees in common.

Maintain your desired calendars by the Calendar-overview.

Apply entries to your new calendar by clicking the button Edit entries.

Calendar entries

This example shows you typical entries of a calendar for german holidays in english language.

You can also add entries with a duration of more than one day. Furthermore every entry gets his own entry type.

Entries can be of type holiday (i.e. no working time needed to report on that day and no capacity given on that day) or marker day (i.e. the days are just shown as some "special day" in a certain color but fully usable for the workers).

Important fields in "Calendar entries"

  FIELD NAME DESCRIPTION
Duration This flag declares if the entry is a half or a full day.
Calendar entry type The application contains two calendar entry types: holiday and marker. The holiday flag should be used for typical holidays like christmas. The marker flag can be used for your own company defined important dates.

Calendar effects on CapMan

CapMan has an calendar overview which shows employees and their planned appointments like projects or fixdates. Holidays and markerdays are marked in this overview with special color and tooltip. Notice that there will be shown special days of all available calendars. However, when calculating the capacity for a user only days of calendars which are assigned to the user will be considered.

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Day types and bookings

Let's take a look at the Day types and bookings tab now. On the left side you have an overview about your day type entries and on the left side you have an overview about day types.

Add a day type

At first you have to define some day types on which you want to book your users. The table below explains the content of a day type.

  FIELD NAME DESCRIPTION
Name The name of the day type: illness day for example. This field can be translated with the aid of your defined Locales.
Key name The day type key must be unique. It exists to identify the day type.
Affects leave days Explains if bookings of this day type influences the employees holiday account.
Affects overtime account Explains if bookings of this day type influences the employees overtime account.
Is absenteeism Explains if the day type is an absenteeism. If the day type is an absenteeism it will be shown in CapMan calendar.

Typical day types

DAY TYPE DESCRIPTION AFFECTS LEAVE DAYS AFFECTS OVERTIME IS ABSENTEEISM
Flextime If an employee has enough overtime he can apply flextime. It automatically subtracts the hours from his work capacity.    
X
Illness day If an employee is ill you can book on the 'illness day' day type. You can choose between half-day or full-day which will add the time to his work capacity.  
X
X
Leave day If an employee is on vacation you can book the 'leave day' day type for the period. Just like 'illness day' the working hours of your employee will be added to his work capacity.
X
X
X

Add a day type entry

Add a day type booking for an employee by clicking the Add-button of daytype entries overview. The dialog add day type booking will appear in your application. In the first combobox you can choose your previously defined day types. After that choose the user for your booking. Decide if you make a half-day or a full-day booking and add it´s date. Save by clicking the Ok-button.

  FIELD NAME DESCRIPTION
Day type Type of entry; i.e. leave day.
User The desired employee for booking can be choosen out of this box, which cointains all employees.
Duration Day type bookings can be done for half day or full day.
From / Till Start date and end date of a booking.
Overwrite If there is an already existing entry on this date you can select this box to overwrite it.

Non-absenteeism day types and half-day bookings are only bookable for one day, but not for a time period.
Depending on the flags of the day type, whether affecting leave days or affecting overtime account or both or nothing the dialog will show you different input fields.

The following table tells you if an input field will be visible in the dialog. X means that the flag is active or the input field will be visible.

FLAGS       INPUT FIELDS    
Affects leave days Affects overtime account Is absenteeism   effective time leave days change effective date
X
X
X
 
X
X
X
X
       
X
X
 
X
   
X
 
X
           
X

The following dialog shows a day type which only affects the overtime account. As you can see there are only two input fields visible, besides the day type and user combo box. Effective time affects the time which will be added to the capacity calculation of the user. The effective date is the date which this day type will be booked on. Information about the input fields are also shown in tooltips.

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