Summary

An Allocation record is an instance of a requirement on a particular date, so Allocation records must always have a Requirement code and a Date.

PayGlobal generates allocations in the following ways:

• When you open a Roster period, PayGlobal automatically generates Allocation records if the field Build allocations when opening roster period is set to Yes (see Periods - Details) and if there are requirements attached to requirement tours for that date range.
• You can manually add new allocations (commonly used to record an ad-hoc requirement, such as an emergency requirement). See Maintain Allocations.

Allocation combines requirements and the roster so you can determine gaps in the roster. For example, Requirement = 5 and Allocated = 3.

The link between the roster and requirements is a combination of:

• Requirement date
• Requirement code
• Requirement Tour code.

  Note: You can edit allocations in Allocation View.