The Personnel Planning tool in ProdSys provides a clear visual overview of employee scheduling and task allocation, displayed as horizontal bars with start and end dates. This tool allows for efficient planning, tracking, and managing of employee tasks and shifts. Users can adjust the duration of each assignment and recalculate timeframes as necessary. This guide will walk you through how to use the Personnel Planning feature effectively.
Step 1: Log in to ProdSys
Log in to your ProdSys account using your username and password.
Navigate to “Planning” and select “Personnel Planning” from the menu to access the tool.
https://app.prodsys.com/#/planning/personnel-timeline
Step 2: Select Employees
Choose Employees: Once on the Personnel Planning page, you will be prompted to select one or more employees whose schedules you want to track.
You can choose from a list of available employees or search for specific individuals.
To view multiple employees' schedules at once, select the relevant team members to display their timelines simultaneously.
Step 3: Set Time Period
Select the Month View: The default time resolution is typically set to month, but you can adjust the time period by clicking forward or backward on the timeline to view other periods.
You will now see tasks and shifts for the selected employees displayed as horizontal bars, representing each assignment's duration over the selected period.
Step 4: Review and Adjust Task Bars
Visual Representation: Each task or shift allocated to an employee is represented as a horizontal bar that indicates the start and end dates. This allows you to easily track when specific tasks or shifts are scheduled and how long they will take.
Adjust Task Duration:
You can modify the duration of any task or shift directly from the timeline by dragging the edges of the task bar to extend or shorten the assignment as needed.
Step 5: Calculate Task Duration
Recalculate Duration: After adjusting the length of a task or shift, you can recalculate its duration based on the updated start and end dates.
Right-click on the task bar and select “Calculate end date”.
The system will automatically adjust the timeline and update the calculation based on the changes.
Step 6: Track and Manage Employee Tasks
Monitor Progress: Use the Personnel Planning tool to track the progress of tasks and shifts for individual employees. The timeline gives you a clear overview of planned tasks and their durations.
Manage Overlaps or Conflicts: Ensure that there are no overlapping tasks or scheduling conflicts by adjusting timelines or reallocating tasks as necessary. This helps prevent bottlenecks and ensures that workload distribution is balanced.
Conclusion
The Personnel Planning tool in ProdSys is essential for managing employee tasks and schedules efficiently. By providing a visual representation of start and end dates and allowing easy adjustments, it helps optimize workload management and resource allocation. Start using this tool to improve your personnel planning and ensure that your team’s tasks are aligned with your overall project goals.