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Siebel Field Service Guide > Setting Up and Using Scheduling > Defining Employee Availability and Schedules > Adding Employee Schedule InformationThe following must be taken into account when defining employee schedules:
See Creating Constraint Sets for Scheduling for more information about constraints that can be set up to limit employee working hours, types of activities that can be performed, and so on. ShiftsOne employee can have only one shift per day, which can include rate types of normal time (RT), overtime (OT), and extended overtime (EOT), as defined for each employee. A shift must use rate types in the following order: Any of these rate types can be missing from the definition of a shift, but the remaining types must be in this order. For example: The rates for overtime and extended overtime are configured in the Administration - Pricing screen > Cost List > Cost List Line Items view as a percentage increase over regular time (Standard Cost). Standard Cost is set in the Administration - User screen > Employees > Service Details view. SkillsSiebel Scheduler is capable of performing skill-based routing (that is, assigning only people with a particular skill set to a job). The engines use Assignment Manager to evaluate skills and return a list of appropriate employees, as follows:
For more information about how to set up skills and evaluation rules, see Siebel Assignment Manager Administration Guide. Role PrioritiesFor the purpose of assigning field service engineers to activities, administrators can add a role priority to each field service engineer who is a member of the asset service team. When Assignment Manager schedules field service engineers, it considers the role priority of the associated engineers. For example, Assignment Manager first tries to assign the primary engineer. If the primary engineer is not available, it tries to assign the secondary engineer and so on. The role priority for a field service engineer can be either primary, secondary, or tertiary. NOTE: Employees can also be associated with an account to form an account service team. These team members can then have role priorities assigned to them. See Account Service Team Configuration for more information. BreaksSchedules can include any number of breaks. Breaks are defined as employee breaks or activity breaks:
The following rules apply to the way the Optimizer uses breaks:
To define different break types
To set the name of the break type
About the Breakable FlagThe Breakable flag indicates that it is acceptable for an activity to stop and resume. For example, if a schedule is 9 A.M. to 1 P.M. and 2 P.M. to 6 P.M., the appointments need to be six hours long to accommodate the length of the activities. In this case, appointments could never be scheduled without the Breakable flag as there are no contiguous six-hour time slots available. This flag is optional because there are some circumstances where the activity should be allowed to break—for example, turning the water or the power off during a weekend. The ability for activities to be breakable is why the activity duration is separate from the activity work time. NOTE: The ABS is not designed to handle activities longer than a day. However, it does support breakable activities. To allow breaks for activities
TravelThe Optimizer uses employee travel conditions and travel time when obtaining the lowest-cost solution for a schedule. These values are set in the Administration - User screen > Employees > Service Details view. The fields Start Shift From and End Shift At define the starting and ending conditions for travel to and from service calls. These are the possible values of these fields:
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Siebel Field Service Guide |