Siebel Field Service Guide > Setting Up and Using Scheduling > Defining Employee Availability and Schedules >

Defining Hours for Employees


This task is a step in Process of Setting Up Scheduling.

Perform the following procedures to associate a schedule with an employee and define exception hours for employees.

To associate a schedule with an employee

  1. Navigate to the Administration - User screen > Employees view.
  2. Drill down on the Last Name field for a selected employee and click the More Info view tab.
  3. In the Schedule field, select a schedule.

To define exception hours for an employee

  1. Navigate to the Administration - User screen > Employees view.
  2. Drill down on the Last Name field for a selected employee and click the Employee Exception Hours view tab.
  3. Create a new record and complete the fields as appropriate.

    Some fields are described in the following table.

    Field
    Comments

    Start

    Time at which the employee starts being unavailable for scheduling.

    End

    Time at which the employees exception hours end and the employee is once more available for scheduling.

    Working

    Select this check box to indicate whether the hours specified are for a working or non-working exception.

    For example, you specify a Saturday morning exception for an employee who normally only works Monday to Friday. You then select the Working check box. This indicates that the service engineer is working for those additional hours and can be scheduled for activities during these hours. However, if you specify exceptions hours for a midweek holiday for the same employee and do not select the check box, this indicates to Scheduler that the employee is not working that particular day and cannot be scheduled for activities.

    Reason

    The reason for which exception hours are being defined for the employee. For example, the employee may be on vacation or taking sick leave.

    Type

    Select the appropriate rate type for the shift. This can be normal, overtime, or extended overtime. See Shifts for more information.

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