Employees Master Data
HOW TO SET UP YOUR EMPLOYEES
The Excel file #4 - Employees Master Data contains the information required to define the employees to be scheduled by Optima.
An employee may not be a User of Optima, a User may not be set as employee.
The Excel file #4 - Employees Master Data contains 7 worksheets to define the Employees Status, Employees Groups, Employees, Employees Datagroups, Employees Shifts, Competencies, Skill Matrix and Employees Recurring Tasks. See attached file
Setting up your Employees Status
This worksheet defines the list of possible statuses of an employee and thus their availability for the assignment or non-assignment of a task by the Optima engine.
During the implementation phase, the employee status is automatically assigned a status as available for task assignment.
The status can be changed manually within Optima configuration at a later stage.
By changing the status of an employee, the scheduling may exclude this person from any task assignment.
Item / column | What / Used for |
Employee Status Code | It is an Optima internal code of the employee status. It should not be modified |
Employee Status Description | This free text allows the status displayed in Optima to be renamed. It can be changed (max. 40 characters) Feel free to edit / add new ones |
Availability | Enter Y / N for yes or no |
Setting up your Employees Group
This worksheet is used to assigned the employees to a specific group for reporting purposes.
These groups are different than the user groups, as the reporting requirements for employees and users may be different.
Item / column | What / Used for |
Employees Group Name | This free text facilitates the naming of every single group (max. 40 characters) Examples run the file are: Manager, Analyst, Reviewer, Supervisor... feel free to delete and add your |
Listing your Employees
This worksheet is used to list the technicians, analysts, reviewers etc. who are authorised and competent to perform a specific task.
An employee may not be necessarily a user of Optima. In this case E-mal address should be left empty.
The listing of employees may be a duplication of users, still need to be confirmed in this worksheet.
Item / column | What/ Used for |
Location Code | Refer Excel File #1 - Site Master Data |
Employee Code | This free text is a unique identification of each employee within the system (max. 20 characters) |
First Name | This free text should facilitates the name of the person (max. 40 characters) |
Last Name | This free text should facilitates the family name of the person (max. 40 characters) |
Employee Group Name | Refer to previous worksheet |
E-mail address | Refer Excel File #2 - Users Master Data If email address is facilitated, the employee will be associated to a user Leave empty if employee is not a user |
Setting up your Employees Datagroup
Similarly to the users, each employee should be assigned to a datagroup.
| Item / column | What / Used for |
Employee Code | Refer to previous worksheet |
Datagroup Description | Refer to Excel file #2 -Users Master Data |
Assigning the Shift to your Employees
This worksheet determines which shift should be assigned to each employee for each day of the week.
It can be left blank if the person is not working that day.
The even and odd week options are for when a person has a specific shift in alternate weeks.
In this case, the person must be entered twice, with the shift to be assigned to even weeks being assigned with YES and the shift to be assigned to odd weeks being assigned with YES.
| Item / column | What/ Used for |
| Employee Code | Refer to previous worksheet |
| Shift Description for Monday | Refer to Excel file #1 - Site Master data |
| Shift Description for Tuesday | Refer to Excel file #1 - Site Master Data |
| Shift Description for Wednesday | Refer to Excel file #1 - Site Master data |
| Shift Description for Thursday | Refer to Excel file #1 - Site Master Data |
| Shift Description for Friday | Refer to Excel file #1 - Site Master data |
Shift Description for Saturday | Refer to Excel file #1 - Site Master Data |
Shift Description for Sunday | Refer to Excel file #1 - Site Master data |
Even Weeks | Enter Y / N for yes or no |
Odd Weeks | Enter Y / N for yes or no |
Defining Night Shift
Note that the shift needs to be defined within the single day.
For someone starting his/her shift from 22:00 to 06:30 from Monday to Wednesday, you would need to create 3 shifts and applied them as follow:
Monday= shift night A, from 22:00 to 23:59
Tuesday = shift night B, from 00:01 to 06:30 and 22:00 to 23:59
Wednesday = shift night B, from 00:01 to 06:30 and 22:00 to 23:59
Thursday = shift night C, from 00:01 to 06:30
Defining your Employees Competencies Group
This worksheet is used to define the competency groups to which you will assign your employees.
These Competency groups are called up when you configure your tests.
You can create as many competency groups as you need.
Some employees may belong to multiple competency groups. Some competency groups may only contain a single employee.
| Item / column | What / Used for |
Competency Group Name | This free text allows the naming of the group ( max. 40 Characters) |
Competency Group Description | This free text allows the description of the group ( max. 40 Characters) |
MATRIX: Assigning your employees to their Competency Groups
This worksheet allows you to assign every single employee to its corresponding Competency Groups.
Create a line for every single employee to be assigned to a given Competency group.
The Employee Priority refers to which person should be prioritised within a specific competence group.
Example:
6 persons are assigned to a given
competency group
competency group
2 seniors are assigned priority 1 to be scheduled first instance
4 juniors are assigned priority 2 to be scheduled when the 2 seniors are not available
You can leave this field blank so that each person is assigned a task within that group based on their availability.
| Item / column | What / Used for |
Employee Code | Refer to previous worksheet |
Competency Group Name | Refer to previous worksheet |
Employee Priority | Enter a number to define priority within a group 1 is the highest priority this can be left blank if there is no need to prioritising the employees within the competency group. |
Defining your EMPLOYEES RECURRING TASKS
This worksheet allows you to define the recurring tasks ( if any) that are to be automatically scheduled for a specific employee.
The recurring tasks are defined using parameters such as Duration, Timing of the day, Frequency...
* Frequency type should be defined as D for daily, W for weekly, M for monthly and Y for yearly.
* Frequency Every requires a number to determine the multiplication factor of the frequency type.
- If frequency type is D and frequency every value is 3, the tasks will be scheduled every 3 days- If frequency type is M and frequency every value is 2, the tasks will be scheduled every 2 months.
* Frequency Code varies according to the frequency type.
- If frequency type is D Daily, enter ALLDAYS- If frequency type is W Weekly, enter MONDAY, TUESDAY, WEDNESDAY, THURSDAY, FRIDAY, SATURDAY, SUNDAY- If frequency type is M Monthly, enter DAY + Number of the weekExample:MONDAY1 = first Monday of the monthFRIDAY3 = 3rd Friday of the month- If frequency type is Y Yearly, enter ALLYEARS
| Item / column | What / Used for |
| Employee Name | Refer to previous worksheet |
| Next Instance | Required to indicate from which date the recurring tasks should start. Specify the date the recurring tasks should be scheduled for the first time. |
| Duration ( minutes) | Enter duration of the task in minutes |
Start Time | Indicate at which time of the day the tasks should be scheduled Use the format HH24:MI |
| Frequency Type* | Enter D for daily, W for weekly, M for monthly and Y for yearly * See comments above |
Frequency Every* | Indicate how often the recurring task should be scheduled within a frequency * See comments above |
Frequency Code* | Enter the value according to the frequency type *See comments above |
| Task Type Code | Refer to previous worksheet in the Excel File #1-Site Master Data |
Related Articles
Recurring Tasks for Employees / Instruments
HOW TO CONFIGURE YOUR TEAM / INSTRUMENTS RECURRING TASKS This feature allows you to set up a list of recurring tasks for Optima to consider when scheduling your requests.task types These tasks will be added to the agenda of employees or instruments, ...Instruments Master Data
HOW TO SET UP YOUR INSTRUMENTS The Excel file #3 - Instruments Master Data contains the necessary information to categorise and define your instruments. See attached file The Excel file #3 - Instruments Master Data contains 5 worksheets to define ...Tests Master Data
HOW TO SET UP YOUR TESTS The Excel file #5 - Tests contains the information required to define all your tests to be scheduled by Optima. The Excel file #5 - Tests contains 6 worksheets to define the Tests Groups, Tests Series, Tests, Test Steps and ...Introduction to designing your Master Data
HOW TO CONFIGURE YOUR OPTIMA LRMS® There is a range of information that needs to be uploaded into your system so that the different types of tasks can be planned and executed correctly according to the skills of your employees, the technical ...Users Master Data
HOW TO SET UP YOUR OPTIMA´ USERS The Excel file #2 - USERS MASTER DATA contains the information required to define the categories of your users´ and assign them a full or limited licence. The Excel file #2 - USERS MASTER DATA contains 5 worksheets to ...