In a Nutshell
The Time Slots tab is used to create and manage the different absence and reservation types that can then be applied to the Planning Board in order to accurately reflect current employee availability.
Attention: Please note that it is not possible to create, delete, or modify absence types if using the SAP B1 Connector, as these are managed in Coresuite Time (SAP B1).
The Time Slots screen is accessed from the Planning & Dispatching settings:
In order to create and manage reservation and absence time slots, you must have
DELETE permissions on the
Employee Reservation Type and
Worktime business objects.
For more information on permissions, refer to the Permissions Management guide.
Creating Time Slots
A Closer Look
There are two types of time slots:
|Time Slot Type||Description|
|Reservation Types||Used for scenarios such as training or certification, in which the employee is working but cannot be assigned to an activity.|
|Absence Types||Used for scenarios such as holiday, sick leave, etc, in which the employee is not working and cannot be assigned to an activity.|
After a time slot record has been created it can then be applied when necessary to an employee by right-clicking on the employee schedule.
The application will then display a New Reservation dialog:
|Title||If applicable, the title of the reservation type. This will display on the Planning Board.|
|Customer||If applicable, the customer associated with the employee reservation.|
|Type||Required. Select either a reservation or absence type from the list of values. Both reservations and absence types are created and managed in the Time Slots tab of the Planning & Dispatching settings.|
|Exclusive Reservation||Important. If active, no activities can be assigned to the employee with the reservation/absence.|
|Whole Day||Indicator. Used to indicate that the reservation or absence type is valid for the whole day. When not active, beginning and end times must be entered in the fields below.|
|From||Required. When the Whole Day indicator is not active, the beginning date/time of the reservation or absence.|
|To||Required. When the Whole Day indicator is not active, the ending date/time of the reservation or absence.|
After a time slot has been created and applied to an employee, it will then display on the Planning Board along with the following information:
Note: when adding a reservation to planning board in the Planning & Dispatching app, you can choose to set a time instead of being applied for the netire day. There will be the option to block the time and the technician.
|Name||The name of the reservation/absence. This is entered in the
|Date||The date/time of the reservation/absence. If the
|Time Slot||The selected reservation or absence type. Reservation and absence types are managed in the Time Slots tab in the Planning & Dispatching settings.|
When the reservation
Exclusive Reservation setting has been set to active, no activities can be assigned to the employee:
The following message will be displayed: Not allowed. The dropped activity is overlapping an exclusive reservation.
Changing Reservation Type Color
The color of reservation type can be set and managed in the Reservation Types section of the Planning & Dispatching general settings.
The reservation or absence type will then display the color on the Planning Board:
Changing Absence Type Color
Absence type colors can be defined in Settings > Time slot types: