Work Groups

The task and work order scheduling tools can be configured to schedule a group of workers based on the payroll work code, rather than individual workers. This feature is used when a specific number of work code hours are available.

Tasks and work orders are schedule-based on the total amount of hours available within the work group rather than scheduling individual employees. This feature also allows the manager to include a portion of a worker's time to contribute to a work group rather than all the worker's time. 

A work group is identified by one or more work codes organized within a work code folder. Select Labor > Labor Options and select the Work Code Categories tab as shown below:

The example above contains four work code category folders (also referred to as work groups). All the work codes within a specific work code folder are identified as the same work group. Instead of setting the available hours for each employee as explained within the Task Schedule Charts section, the amount of time is entered within the work group. From the Labor > Labor Options > Work Code Categories, highlight a work code category folder and click the Properties button. Click on the Available Task Hours tab as shown below:

Enter the quantity of Available Task Hours for each day of the week. Click OK to save the settings.

Open a schedule task view by selecting Labor > Tasks & Work Orders from the main EBMS menu and click on a task schedule view.

Select the Work Group option located under the schedule calendar. Select the Work Group (defined by a work code folder) that contains the desired work codes. All the tasks that contain a Work Code that are grouped within the selected work group / work code category folder will be listed. The Work Code setting is found within the timecard tab of the task.  

Review the Task Schedule View section for more details on this view.

Review MyDispatch Overview for details on an enhanced graphical app for scheduling.