Work Allocation Management System

Executive Summary

This project is developed using the data separation model. This database solution is used to keep track of the shifts on the different stores of the client. We have used the SeedCode Calendar in this project to show the events on each day.

There are three types of users in this application. They are Regional Manager, Store Manager and normal Employees.

The regional manager adds Plans for the stores. The Plans includes the number of shifts the store needs each day for Sales, Services and Admin. A Plan is done for a pay-period which consist of two weeks and it starts always from a Saturday. To make the event entry faster, the regional manager can add “Templates”. A “Template” includes the employee shifts for one week. So, when creating a Plan, the regional manager can directly select a template and it will fill-up events for that week. So, at maximum two templates can be chosen for both the week of a Plan. After the Plan is ready the Regional Manager marks the Plan as “Ready to Schedule” and it becomes visible to the assigned Store Manager.

The Regional Managers have a feature to duplicate a Plan for a different Store and a different Pay-Period. This copies all the events from current Plan to a new Plan having the store and pay-period as specified.

When the Store Manager logs-in, he can see all the plans that has a status of “Ready to Schedule” and that are assigned to him. Then he can build the schedules for that Plan and assign employees to the Schedule Event based on their availability. There is also an automated script that assigns the Employees automatically on First Come First Serve basis. But the Store Manager has the option to either Turn on or off the auto-assign feature. After the Schedule is ready the store manager can finalize it. Before finalizing the schedule, the Store Manager can compare the Schedule Events with the Plan events. On the dashboard, tha store manager can also see the Schedules with status “Scheduling in Progress, “Finalized” and “Void”.

When a schedule is Finalized and if the Plan of that schedule is Unlocked by the Regional, then that schedule is marked as Void.

The Store Managers have a functionality to duplicate the schedule for a different store and a pay-period. This copies all the schedule events along with all details to the new Schedule.

The Regional and Store manager has also a feature to view the schedule events for each or a set of Employees. Then can filter out the events based on assigned Employee or the staff type of that event.

For normal employees, when they log-in they are taken to a calendar screen where all the schedule events assigned to them are displayed. They have an option to print the events.

About our Client

Manufacturing (Bicycle)

Industry

Manufacturing

Technologies

Filemaker SDK