Staffing: Remove Jobs

Parent topic: Schedule

Remove Job and People Options

Same Remove job functionality available on the Planning board is available on the Staffing board as of application version 7.3.

Remove functionality was extended in application version 7.3 to include the option to remove the person from the job, remove the job and the person, or remove the job across one or more blueprints.

Important: Changes to any predefined data on the template upon deployment of the blueprint will apply to this instance of the blueprint only. If the change in data should apply to future templates, then apply the new data changes to the actual blueprint template in Setup.

Functions inside the pencil icon target the corresponding Blueprint only. This means if you select jobs in Blueprint 1 and Blueprint 2, click the pencil icon for Blueprint 1 and select Remove then only the selected jobs on Blueprint 1 will be removed.

Removing shared jobs functionality remains the same, this means if you remove a person sharing a job on Blueprint 1 and Blueprint 2, and you remove the shared job on Blueprint 2, this person keeps their job on Blueprint 1. Only current and future shared jobs may be removed.

When removing multiple jobs at one time, jobs display in chronological order by Job Type (Before, During, After), followed byJob Start Time, and then by the alphabetical order of Job Nameor Job Overriding Name.

To use the remove function located inside the Jobs menu for all blueprints, or inside the pencil icon menu for an individual blueprint on the Staffing Board:

  1. Select one or more people on a single blueprint, click the pencil icon, and click Remove. To target multiple people on multiple blueprints, click Jobs, and click Remove.
  2. Remove From Blueprint opens. Options are:
    1. Remove Job and People - Removes the selected person, and the job from the blueprint.
    2. Remove Job - Removes the selected job.
    3. Remove Person - Removes the selected person, but keeps the job on the blueprint. This option disables when removing an unallocated job.
    4. Remove All Jobs and People - Removes the people, and the job records selected at one time.
    5. Remove All People - Removes people from the selected jobs at one time, but keeps the job record on the blueprint. This options enables when selecting multiple allocated jobs.
  3. Click Save.

Important:Any work code covering an extended period that the employee will no longer cover via another allocation must be removed from the person’s calendar. For reference, there may not be a need to remove the work code if it is used to leverage a subsequent job allocation, which is common with crew leveling where people are given work codes to define the time they are going to work. The job allocation will then allocate to that work code. While a person may be removed from a job, the work code remains on the person’s calendar because the person is still working during that time, and could get another job during a subsequent job allocation run.

Remove from Job (Prior to 7.3)

To remove the person from a job on a single blueprint on the Staffing board:.

  1. Select the job.
  2. Click the pencil icon, and click Remove from Job.