======= How to generate TA planning for future year =======


**The illustration and steps below show how to generate TA planning for future year**

  * 1A. Go to **T/A** - **Home Page**
  * 1B. Click **Planning**

{{:spay:hrmsprocguide:1a_planning.png|}}


  * 2. Click **MORE**, go to **Regenerate planning over date range**

{{:spay:hrmsprocguide:2_planning_2nd.png|}}


  * 3A. Click the **Roster group** dropdown list
  * 3B. Tick **Check all** to select all the Roster groups

{{:spay:hrmsprocguide:3a_et_3b_planning.png|}}

  * 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

{{:spay:hrmsprocguide:4a_blank_area.png|}}

  * 4B. In the **From date** field insert or choose the start date

{{:spay:hrmsprocguide:4b_from_date.png|}}

  * 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**

{{:spay:hrmsprocguide:4c_error_message.png|}}

  * 4D. Insert or choose the end date in the **To-date** field 

{{:spay:hrmsprocguide:4d_renumerote.png|}}

  * 5A. Click in the below grid to display all the employees

{{:spay:hrmsprocguide:5a_planning.png|}}

  * 5B. Activate the **S** (Selection) check box to select all the employees

{{:spay:hrmsprocguide:5b_planning.png|}}

  * 6A. Click **Generate**

{{:spay:hrmsprocguide:6a_planning.png|}}

  * 6B. Wait until the process is completed

{{:spay:hrmsprocguide:6b_planning.png|}}

  * 7. Click **Close**

{{:spay:hrmsprocguide:7_planning.png|}}


  * 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

{{:spay:hrmsprocguide:8a_8b_planning.png|}}


  * The new planning for the following year appears below in the grid

{{:spay:hrmsprocguide:8c_planning.png|}}