Summary

Use the Maintain Allocations run 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, all requirement tours will be processed.

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:

This Yes/No field 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 requirement tours will be processed.

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.

See Also

Allocations

Creating an Allocation Process