Differences

spay:hrmsprocguide:how_to_generate_ta_planning_for_future_year [2026/07/30 10:52] jpha created		spay:hrmsprocguide:how_to_generate_ta_planning_for_future_year [2026/08/07 17:10] (current) jpha
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-	====== **The illustration and steps below show how to generate TA planning for future year** ======	+	======= How to generate TA planning for future year =======
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		+	**The illustration and steps below show how to generate TA planning for future year**
	* 1A. Go to **T/A** - **Home Page**		* 1A. Go to **T/A** - **Home Page**
	* 1B. Click **Planning**		* 1B. Click **Planning**
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		+	{{:spay:hrmsprocguide:1a_planning.png|}}
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	* 2. Click **MORE**, go to **Regenerate planning over date range**		* 2. Click **MORE**, go to **Regenerate planning over date range**
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		+	{{:spay:hrmsprocguide:2_planning_2nd.png|}}
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	* 3A. Click the **Roster group** dropdown list		* 3A. Click the **Roster group** dropdown list
	* 3B. Tick **Check all** to select all the Roster groups		* 3B. Tick **Check all** to select all the Roster groups
-	* 4A. In the **From date** field insert or choose the start date	+	{{:spay:hrmsprocguide:3a_et_3b_planning.png|}}
-	* 4B. In the **To-date** field insert or choose the end date period	+
		+	* 4A. Click on any blank area to access the remaining fields, the alert message **From Date cannot be null** appears as the field **From date** has not been filled yet
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		+	{{:spay:hrmsprocguide:4a_blank_area.png|}}
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		+	* 4B. In the **From date** field insert or choose the start date
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		+	{{:spay:hrmsprocguide:4b_from_date.png|}}
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		+	* 4C. Click the **To-date field**, the alert message **From Date must be less than To Date** appears as the displayed **From date** is greater than the **To-date**
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		+	{{:spay:hrmsprocguide:4c_error_message.png|}}
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		+	* 4D. Insert or choose the end date in the **To-date** field
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		+	{{:spay:hrmsprocguide:4d_renumerote.png|}}
	* 5A. Click in the below grid to display all the employees		* 5A. Click in the below grid to display all the employees
-	* 5B. Activate the **S** (Selection) check box, whereby all employees will be selected	+
		+	{{:spay:hrmsprocguide:5a_planning.png|}}
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		+	* 5B. Activate the **S** (Selection) check box to select all the employees
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		+	{{:spay:hrmsprocguide:5b_planning.png|}}
	* 6A. Click **Generate**		* 6A. Click **Generate**
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		+	{{:spay:hrmsprocguide:6a_planning.png|}}
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	* 6B. Wait until the process is completed		* 6B. Wait until the process is completed
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		+	{{:spay:hrmsprocguide:6b_planning.png|}}
	* 7. Click **Close**		* 7. Click **Close**
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		+	{{:spay:hrmsprocguide:7_planning.png|}}
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	* 8A. To verify the generated planning, in the TA planning criteria, insert the date in the **From date** field		* 8A. To verify the generated planning, in the TA planning criteria, insert the date in the **From date** field
	* 8B. Wait until the yellow progress bar applies the criteria		* 8B. Wait until the yellow progress bar applies the criteria
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		+	{{:spay:hrmsprocguide:8a_8b_planning.png|}}
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	* The new planning for the following year appears below in the grid		* The new planning for the following year appears below in the grid
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		+	{{:spay:hrmsprocguide:8c_planning.png|}}