Allocation Suggestions

Use the following procedure to process allocation suggestions in Allocation View.

1. Open Daily View.
2. Click the Show Allocation View icon on the top-right of the Daily View window.
3. In the date fields, select a date range and then click Go!

   

   Suggestions are loaded for the selected date range.

   Note: If no allocations exist for the selected date range, the following Confirm message appears:
   
   Click Yes to build allocations and suggestions. Click No to return to Allocation View. You can also access the Maintain Allocations command by clicking Tools | Maintain Allocations.

4. On the main menu click Tools | Suggestions.

   The Action Suggestions form is displayed.

   Note: If you configured Maintain Allocations to create suggestions, they will already be displayed appear in Allocation View.

5. In the Action Suggestions for combo box, select from:
   • This allocation.
   • All allocations.
   • Unfilled allocations.
6. In the Allocation Suggestions combo box, select Yes or No.

   When Allocations Suggestions is 'Yes', PayGlobal automatically allocates the suggested employees.

7. Click OK.

   The suggestions are loaded in Allocation View.

   

   • Req

     Displays the number of employees that are required for the Requirement.

   • Alloc

     Displays the number of employees allocated to the Requirement.

   • Nett
     • A black value indicates that the requirement has been met.
     • A red value indicates that not enough employees have been allocated to the Requirement. The red value shows the shortfall.
     • A blue negative value indicates that too many employees have been allocated to the Requirement. The blue value shows the excess.

Topic: 13108