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

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

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

• 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

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

• 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

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

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

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

• 6A. Click Generate

• 6B. Wait until the process is completed

• 7. Click Close

• 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

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