Maintain Allocations

Rostering | Requirements | Maintain Allocations command

Summary

Use the Maintain Allocations command to build allocations, and to create a list of suggested employees for an allocation. You can also use this command to update/rebuild allocations where requirements have changed.

Before you rebuild allocations, you must unconfirm the roster of those employees who have already been allocated.

Note: You only need to do this if you have set the Confirm roster field to 'Yes' on the Company Settings - Rostering - General tab.

Fields

Date From, Date To:

Select the date range that you want to create suggestions for.

Requirement Tour query:

Allows you to filter on requirement tours. If no query is specified, PayGlobal will process all requirement tours.

Stand Alone Requirements query:

Allows you to filter on stand alone requirements.

Note: You must check that Build Allocations on stand alone Requirements is set to Yes. See Company Settings for Rostering.

Clear Allocations:

All
Deletes all allocations for the applicable date range.
Auto-generated
Deletes allocations that were generated during the build process in Open Roster or Maintain Allocations for the applicable date range.
Unmodified
Deletes allocations that have not been modified or added manually for the date range.
Unused
Deletes requirements that do not have allocations in the historical or current roster.

Build Allocations:

Yes/No field that determines whether PayGlobal builds allocations.

Employee query:

Allows you to filter on employees when running the Maintain Allocations command. If no query is specified, all employees with a roster period code and no termination date may be allocated.

Suggestions:

Blank
No suggestions are created.
Create
Creates a list of suggested employees based on the the Placement Criteria, and generates the scores defined by the placement criteria.
Roster Best
The scores defined by the placement criteria of each requirement are generated and cut-offs are applied. The top scoring suggestions are automatically placed against the allocation for that requirement.

See Processing Suggestions for each Allocation.

Rank From, Rank To:

Select the rank range that you want to create suggestions for.

Detailed log:

This Yes/No field determines whether PayGlobal generates a detailed audit log when you run the Maintain Allocations command.

Clear Redundant Allocations

If you upgrade to 1.94 from 1.93NEA and you use allocations, then you should clear old Allocation records before you upgrade. When you upgrade, a new Allocation ID field is added to several tables. Reducing the number of Allocation records will significantly increase the speed of the upgrade process. In 1.93NEA, you can clear old records with the Maintain Allocations command by setting Action to "Clear", and specifying a date range for the allocations that you no longer require.