As detailed in the Scheduling Overview document, Home-to-school (HTS) tasks are automatically added to the Schedule when Routes are created in the system. There are many other planned non-HTS tasks that need to be performed on a recurring basis or on a one time basis, that need to go on the Schedule. The ‘Add Employee Task’ function on the Schedule screen allows the user to add such tasks to the Schedule.


Note: The Add Employee Task function is also available in the Dispatch Dashboard and the Payroll Dashboard screens. Though the purpose of this function is the same in all these screens, i.e., to let the user add an employee task, there are some differences, as explained below:


Screen

Purpose

Schedule

Allow the scheduler/dispatcher to set up planned tasks, ‘recurring’ or ‘one-time’, on future dates.

Dispatch

Allow the dispatcher to create ad hoc tasks that need to be performed today/tomorrow.

Payroll

Allow the payroll clerk to add a task that he/she knows was performed, but was not created earlier in the system. The purpose to enable the employee to be paid for that task. The task can be created in completed and verified state, so that it is only visible on the payroll related screens and does not show up in the Dispatch screens.

 

To add employee task to the schedule, follow the steps given below:

 

1. Navigate to Master Schedule.

 

 

2. Click Frequently Used and then click Add Employee Task in the drop down menu.

 

The Add Employee Task dialog will be displayed.

 

Note: All fields marked with an asterisk (*) are mandatory fields.

 

3. Select the task code for task which you wish to add to employee from the Task Code drop down list.

4. The Task Name field will be populated automatically based on the selected task code. If you wish to change the task name, enter a new task name in the Task Name field.

5. Select the customer name for which you wish to add employee task from the Customer Name drop down list.

6. Check the dispatch which you wish to associate with the new task in the Dispatch section. 

7. If this is a recurring task, check the Recurring check-box, and an option opens up to indicate days of the week this task is to be performed.

8. Select the start and end dates for the task from Start Date and End Date drop down calendars respectively.

9. Select the start time and end time for the task from Start Time and End Time drop down lists respectively.

10. Select the employee(s) to which you wish to add new task from the Employee drop down list.

 

Note: 

  • Employees that are not available / hours of which will conflict with the selected task timings are marked with  and you will not be able to add a task for such employees. 
  • To add multiple employees, hold down the shift key on your keyboard and click the employees that you wish to add new task for.

 

11. Select the vehicle number from the Vehicle drop down list. 

 

Note: Vehicles that are not available / hours of which will conflict with the selected task timings are marked with  and you will not be able to such vehicles to the task.

 

12. Click Save.

 

The new task will be added.