Lending employees means moving an employee to another group for the set period of time in the month. The lending of an empoyee is marked in the work schedule on a specific date.
We recommend completing a lending of an employee in the work schedule mode - Availability only
Steps to be taken to lend an employee:
1. Click the selected employee and the day window in the work schedule
2. Choose Lend employee from the list
When lending an employee, when a shift has already been created on the selected day, hover the mouse cursor over the shift and select the down arrow -> Delete & Mark as -> Lend employee
3. In the new window, select the Department where the employee is being lent.
4. Click to Lend Employee.
5. The system will offer to create a work shift if it is clear what time the employee will work in another department. You can also select the location and other shift settings. After filling in the information, click - Create shift.
If the shift is not known, you can cancel the action by clicking the X on the right side of the window. The system will leave the lend record, but will not create the shift. In this case, the schedule administrator to whom the employee was lent is responsible for creating the shift for the lent employee.
- The borrowed shift/day in the employee's home department is highlighted in purple. - The working hours will be automatically transferred to the borrowed shift based on the duration of the borrowed shift. This means that if a shift is extended/shortened in the borrowed department, the number of working hours that need to be scheduled in the home department will change automatically.
b) Employee job position (based on the position, activities and skills to be performed by the employee is to be selected, if such a configuration is available in the system)
c) Working hours to be allocated per day. Choose if working hours are to be calculated from the employee's norm of working hours (from the main hours) or as overtime (extra hours)
4. Click Lend employee.
A green success message will inform of a successful lending.
Having clicked on the next day's window, the saved lending settings will appear under options. This allows completing other days faster, skipping steps 3 and 4.
The lent day of the employee will be marked separately in the work schedule. On the selected day, the employee will be scheduled in the selected group.
Lent employees will appear in the list of employees in the schedule of the group (to which he was lent). All unlent days will be marked as unavailable for scheduling.
Clicking on the completed window allows stopping the lending . Managers of both groups can stop lending.
By clicking on the next day box, the saved lending settings will appear in the options. You can fill in the next days more quickly and skip steps 3 and 4.
The leaders of both groups can stop lending.
