List of absences, leave and holidays
PlanningPME allows you to manage all types of absences and unavailability of your human and material resources. Thus, you customise the list of labels according to your professional activity and needs with your own terms and colours. In the planning, efficiently manage an employee on vacation or sick leave, a conference room being renovated or a van being serviced
Viewing absences and unavailable resources
Breakdown of leave taken by employee
Personalising your list of absences, holidays and other cases of unavailability
Unavailability arises when a resource is unable to be used, for example, for reasons of absence or breakdown/maintenance. An unavailable human resource may arise from planned holidays, sickness, maternity leave, time off in lieu, etc. For material resources, the label of the unavailability can be, for example: out of order, under repair, under revision, etc.
The task list can be personalised according to how you use the planning tool, using the menu “Data”->"Unavailability".
The menu will contain all the labels/names that you have created. To add a new label, click on “Add”. Enter the new label name and choose the colours for the text and the background and confirm by clicking on OK. To rename a task, click on the name label and give the task its new name. To delete a task, tick the label and click on “Delete”.
Viewing absences and unavailable resources
See the chapter on: « Leave and holiday management »
Breakdown of leave taken by employee
According to your company's process, easily manage the amount of time off for each of your employees.
See the section Breakdown of: leave taken by employee in the chapter on absence and leave management.
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- Make and have access to your online planning
- Manage employees and facilities
- Schedule events, appointments and leaves
- Import your data into the planning tool.
- Customise information displayed on the task
- Select time scale periods and filter data
- Create users with specific access rights
- Make your daily activities easy-to-schedule thanks to those features
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- Creating events
- Auto-completion/intuitive data entry
- Assigning an event to several resources
- Managing recurring events
- Modifying an event
- Splitting an event
- Breaking down an event into complete days
- Preventing event modification
- Forcing the creation of an event
- Deleting an event
- All-day events or events in hours
- Assign a duration to your events
- Assign an allocation percentage
- Event options
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- Definition
- Activate the contexts
- Customize your context list
- Create contexts on the schedule
- Modify / Cancel / Copy a context
- Creation of events within a context
- Select the information displayed on the schedule
- Filter the schedule by context
- User access management
- Rename "Context" with your own words
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- Why use the “client” function?
- How to activate the "Clients” function in PlanningPME Web Access
- Adding, modifying and deleting clients
- Associating a client with a task/Assigning a client to a task
- Creating, viewing or modifying a client record in the working window
- Client views and filters
- Importing your client database
- Auto-completion: intuitive data entry
- Access rules defined by user
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