Creating Hold-Downs from Hold-down Management

Create hold-downs from the Hold-down Management screen.

  1. Open the Hold-down Management screen and set the Context (F3).
    Available options are From Date, To Date, Agency, Divisions, and Absence Types.
  2. Select Create Hold-down: Create Hold-down
    The Create Hold-down dialog appears.
  3. Specify a Date Range.
  4. Select the Scheduled Operator.
    If the property OPS > WorkPlanner > Relief > Holddown > Enforce Absence-Holddown Relationship is enabled, operators must have absences that fall within the From Date and To Date range.
    A message appears asking you to define a valid hold-down operator.
  5. Select the Select checkbox for all applicable Hold-down Weeks.
  6. Select a Hold-down Operator.
    Only employees with an EB (extraboard) bid unit or a Vacation Relief operator with an EB work association can be selected as the hold-down operator.
    The WorkPlanner and Hold-down Management with the WorkPlanner employees circled in red and the Create Hold-down dialog showing.
  7. Select a Bid Unit to apply to the hold-down operator.
  8. Select OK.
    A message appears to confirm that you want to create a hold-down for [operator], who will take over the work of [operator].
  9. Select OK.