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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
  • 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. In the From date field insert or choose the start date
  • 4B. In the To-date field insert or choose the end date period
  • 5A. Click in the below grid to display all the employees
  • 5B. Activate the S (Selection) check box, whereby all employees will be selected
  • 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

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