Work Planner Properties

Table 1. Work Planner Properties
Property	Description
OPS > WorkPlanner > Assign Roster > Assign Method	Specifies fields and functionality for the Assign Roster dialog. If Advanced Assignment is selected, users can view and print roster details and select employee names using the Assign Roster dialog. Users also have the option to reassign previously-assigned rosters using the Assign Roster dialog. The Assign Roster dialog remains open after a roster is assigned. If Regular Assignment is selected, users cannot view roster details, select employee names or reassign rosters using the Assign Roster dialog. The Assign Roster dialog closes after a roster is assigned.
OPS > WorkPlanner > Assign Roster > Assign Period	Specifies the period for the Assign Roster dialog. If Selected Date Range is selected, you can assign a roster for the calendar week of the day selected in the Work Planner screen. If a range of days is selected in the Work Planner, users can assign the roster for the calendar weeks of all selected days. If Whole Signup Period is selected, users can assign rosters to the entire signup period specified in ancillary data.
OPS > WorkPlanner > Assign Roster > Set Default Fast Find Employee	If the OPS > WorkPlanner > Assign Roster > Assign Method property is set to Advanced Assignment, specifies whether the employee name selected in the WorkPlanner screen automatically appears in the Assign Roster dialog. If selected, the employee name selected in the WorkPlanner screen appears in the Employee Name fast field of the Assign Roster dialog. If not selected, the Employee Name field in the Assign Roster screen is empty.
OPS > WorkPlanner > Assign Roster > Show Assigned Roster	If the OPS > WorkPlanner > Assign Roster > Assign Method property is set to Advanced Assignment, specifies whether users can view and assign previously-assigned rosters in the Assign Roster dialog. If selected, users can view and reassign rosters in the Assign Roster dialog. If not selected, the Assign Roster dialog only displays unassigned rosters.
OPS > WorkPlanner > Assign Roster > Sort By	Specifies how to sort rosters in the Assign Roster dialog: by Roster Name or by Roster Num.
OPS > WorkPlanner > Context > Advanced Filtering	Specifies whether users can filter data by line group or work name series in the Work Planner screen. If Line Group is selected, users can filter data by line group using a Line Group tab in the Work Planner Context dialog. If Work Name Series is selected, users can filter data by work name series using a Work Name Series tab in the Work Planner Context dialog. If None is selected, users cannot filter Work Planner data by line group or work name series.
OPS > WorkPlanner > Context > Bid Filtering	Specifies whether employee bid categories or bid units can be selected in the Work Planner screen Context for an employee view. If Bid Category is selected, bid categories can be selected from a tree view in the Work Planner screen Context. If Bid Unit is selected, bid units can be selected from a tree view in the Work Planner screen Context.
OPS > WorkPlanner > Days Off > Invoke Set Bid Unit	If selected, the Set Bid Unit dialog is automatically invoked when you create days off in the Work Planner.
OPS > WorkPlanner > Enable Week Number on Calendar Week Header	If selected, the week number of the year will be displayed in the Work Planner calendar week headers. For example, Week 2 Starting January 6, 2020. If Enable Week Number on Calendar Week Header is selected, the system uses the Core > Locale > First Week of Year property (defaulted to Includes January 1) to determine the first week of the year. Options for the First Week of Year property are as follows: Includes January 1. The first week of the year starts on the first day of the year and ends before the following defined First Day Of Week. First Full Week. The first week of the year begins on the first occurrence of the defined First Day Of Week on or after the first day of the year. Contains at least Four Days of the Year. The first week of the year is the first week with four or more days before the defined First Day Of Week.
OPS > WorkPlanner > Relief > Allow Multi Level Relief	If selected, both hold-down and vacation relief are allowed. This property overrides both the OPS > WorkPlanner > Relief > Holddown > Allow Multi Level Hold-downs and OPS > WorkPlanner > Relief > Vacation Relief > Allow Multi Level Vacation Relief properties.
OPS > WorkPlanner > Relief > Hold-Down > Action	Specifies how work and days off are processed when a hold-down is created.
OPS > WorkPlanner > Relief > Hold-Down > Allow Multi Level Hold-Downs	If selected, multi-level hold-downs are allowed and vacation relief is not used. To use both hold-downs and vacation relief, set the OPS > WorkPlanner > Relief > Allow Multi Level Relief property.
OPS > WorkPlanner > Relief > Hold-Down > Automatically Delete Hold-downs When Held-Down Employee Returns	If selected, when an absence day was removed, if the date has not been activated or costed, the hold-down associated with that absence will be removed, the held-down employee will be restored to the holding down work, and the hold-down employee will be reassigned to the previous works (for example, ExtraBoard). This system property is only applicable when OPS > WorkPlanner > Holddown > Enforce Absence-Holddown Relationship is enabled.
OPS > WorkPlanner > Relief > Hold-Down > Delete Action	Specifies how work and days off are processed when a hold-down is deleted.
OPS > WorkPlanner > Relief > Hold-Down > Enforce Absence-Hold-Down Relationship	If selected, relationships between absences and corresponding hold-downs are enforced in the Work Planner.
OPS > WorkPlanner > Relief > Hold-Down > Excluded Work Types	Specifies a work type group that is exclude from hold-down procedure.
OPS > WorkPlanner > Relief > Hold-Down > Extraboard Bid Unit if no longer on Hold-Down By Agency	Specifies the extraboard bid unit to be assigned to employees who do not have a previously assigned extraboard bid unit and who have their hold-down work deleted. This is only applicable if the property OPS > WorkPlanner > Relief > Holddown > Delete Action = Restore Original Days Off and EB Assignment.
OPS > WorkPlanner > Relief > Hold-Down > Extraboard Bid Unit if no longer on Hold-Down Method	Specifies the method for getting the extraboard bid unit if work is no longer on hold-down. Default setting is By Agency, which uses the extraboard bid unit defined in OPS > WorkPlanner > Relief > Holddown > Extraboard Bid Unit if no longer on Hold-Down By Agency. If Custom is used, consult your Trapeze representative.
OPS > WorkPlanner > Relief > Hold-Down > Ignore Default Days Off When Create Hold-Down	If selected, default days off are ignored when creating a hold-down. Default days off are defined in OPS > Absence > Default Days Off.
OPS > WorkPlanner > Relief > Vacation Relief > Action	Specifies how work and days off are processed when a Vacation Relief is created.
OPS > WorkPlanner > Relief > Vacation Relief > Allow Multi Level Vacation Relief	If selected, only multilevel Vacation Relief are allowed. Hold-downs are not used. For open-run bids, if this property is not selected, when someone bids for vacation relief and the original employee has vacation relief, a warning appears: `Vacation Relief operator cannot cover another Vacation Relief operator. Manual adjustment to the Vacation Relief assignment will have to be made after bidding is complete.`
OPS > WorkPlanner > Relief > Vacation Relief > Allow Non-Weekly Vacation Relief	If selected, Absence Quota Types with a duration type of Weekly are allowed to have non-weekly vacation relief created for them in the Work Planner screen for the specified agencies. To enable this property, selected Dependencies and add the applicable agency value. This property is unselected by default.
OPS > WorkPlanner > Relief > Vacation Relief > Automatically Delete Vacation Relief When Relieved Employee Returns	If selected, when an absence day is deleted from a date that has not been activated or costed, the vacation relief for the delete absence dates is removed as defined in the Delete Action property. A warning is shown if the absence is deleted from the middle of the week. Additionally, the Relieved employee will be restored to the hold-down work, and the hold-down employee will be reassigned to the previous works (i.e., Extraboard). This is only applicable if the property OPS > WorkPlanner > Vacation Relief > Enforce Absence-Holddown Relationship is enabled.
OPS > WorkPlanner > Relief > Vacation Relief > Delete Action	Specifies how work and days off are processed when a Vacation Relief is deleted.
OPS > WorkPlanner > Relief > Vacation Relief > Enforce Absence - VacationRelief Relationship	If selected, relationships between absences and corresponding Vacation Relief are enforced in the Work Planner.
OPS > WorkPlanner > Relief > Vacation Relief > Excluded Work Types	Specifies the work type group that is excluded from the Vacation Relief procedure.
OPS > WorkPlanner > Relief > Vacation Relief > Ignore Default Days Off When Create VacationRelief	If selected, default days off are ignored when creating vacation relief. Default days off are defined in OPS > Absence > Default Days Off.
OPS > WorkPlanner > Relief > Vacation Relief > Released VR Package Being Involved In Operational Bid After Week(s)	The vacation relief package From Date is set based on the number of weeks defined in this property. To make vacation relief packages immediately available, set the property to 0 (default). This property allows vacation relief packages to be included in operational bids after the current bid cycle. Click Dependencies (+) to specify the number of weeks for each agency.
OPS > WorkPlanner > Ignore Bid Unit Job Class filtering	If selected, the bid units in WorkPlanner (Assign EB, Assign Bid Unit, Create Days Off, etc) will not consider the JobClass filtering.
OPS > WorkPlanner > Locking outside of a valid Sign Up Period	If selected, WorkPlanner (Assign EB, Assign Bid Unit, Create Days Off, etc) will not allowed outside of a valid Sign Up Period.
OPS > WorkPlanner > Replicate Work > Consider Auto Holiday Matching > Extraboard	If selected, when replicating work WorkPlanner will also create holiday work assignments for Extraboard employees using the rules specified in the OPS > Bidding > Holiday > Automated properties.
OPS > WorkPlanner > Replicate Work > Consider Auto Holiday Matching > Regular	If selected, when replicating work WorkPlanner will also create holiday work assignments for regular employees using the rules specified in the OPS > Bidding > Holiday > Automated properties.
OPS > WorkPlanner > Replicate Work > Select Replicate All Weeks as Default	If selected, when replicating work, select all weeks as Default. If cleared, weeks are not automatically selected when replicating work. Selected by default.
OPS > WorkPlanner > Set Extraboard > Allow change of Division	If selected, in the Set Extraboard dialog, the Division field is available. When a division other than the employee's home division is selected, the employee's division (shown in the Employee Profile under Status, in the Division column) is updated to the selected division for the selected date range. If cleared, the division field is not shown in the Set Extraboard dialog. This is cleared by default.
OPS > WorkPlanner > Show Job Class	If selected, the Job Class column is now shown in the Work Planner screen in both the Employee View and Work View. In the Context dialog, JobClass has been added to each of the sort options in the Sort By dropdown list for both views. For example, the option "Badge Number" is now "JobClass, Badge Number."
OPS > WorkPlanner > Show Piece Num For Extra Work	If selected, the piece number is appended to the work name when extra work is displayed in the Work Planner or Rota screen.
OPS > WorkPlanner > Show Recognized Absences Only	If selected, only recognized absences will be displayed in the Work Planner screen.
OPS > WorkPlanner > Update Work Assignment For Activated Day	If selected, when work is assigned to an employee in the Work Planner for a date that is already activated, the employee work assignment is also updated in the Daily Activity screen.

OPS > WorkPlanner > Assign Roster > Assign Method

Specifies fields and functionality for the Assign Roster dialog.

If Advanced Assignment is selected, users can view and print roster details and select employee names using the Assign Roster dialog. Users also have the option to reassign previously-assigned rosters using the Assign Roster dialog. The Assign Roster dialog remains open after a roster is assigned.

If Regular Assignment is selected, users cannot view roster details, select employee names or reassign rosters using the Assign Roster dialog. The Assign Roster dialog closes after a roster is assigned.

OPS > WorkPlanner > Assign Roster > Assign Period

Specifies the period for the Assign Roster dialog.

If Selected Date Range is selected, you can assign a roster for the calendar week of the day selected in the Work Planner screen. If a range of days is selected in the Work Planner, users can assign the roster for the calendar weeks of all selected days.

If Whole Signup Period is selected, users can assign rosters to the entire signup period specified in ancillary data.

OPS > WorkPlanner > Assign Roster > Set Default Fast Find Employee

If the OPS > WorkPlanner > Assign Roster > Assign Method property is set to Advanced Assignment, specifies whether the employee name selected in the WorkPlanner screen automatically appears in the Assign Roster dialog.

If selected, the employee name selected in the WorkPlanner screen appears in the Employee Name fast field of the Assign Roster dialog.

If not selected, the Employee Name field in the Assign Roster screen is empty.

OPS > WorkPlanner > Assign Roster > Show Assigned Roster

If the OPS > WorkPlanner > Assign Roster > Assign Method property is set to Advanced Assignment, specifies whether users can view and assign previously-assigned rosters in the Assign Roster dialog.

If selected, users can view and reassign rosters in the Assign Roster dialog.

If not selected, the Assign Roster dialog only displays unassigned rosters.

OPS > WorkPlanner > Assign Roster > Sort By

Specifies how to sort rosters in the Assign Roster dialog: by Roster Name or by Roster Num.

OPS > WorkPlanner > Context > Advanced Filtering

Specifies whether users can filter data by line group or work name series in the Work Planner screen.

If Line Group is selected, users can filter data by line group using a Line Group tab in the Work Planner Context dialog.

If Work Name Series is selected, users can filter data by work name series using a Work Name Series tab in the Work Planner Context dialog.

If None is selected, users cannot filter Work Planner data by line group or work name series.

OPS > WorkPlanner > Context > Bid Filtering

Specifies whether employee bid categories or bid units can be selected in the Work Planner screen Context for an employee view.

If Bid Category is selected, bid categories can be selected from a tree view in the Work Planner screen Context.

If Bid Unit is selected, bid units can be selected from a tree view in the Work Planner screen Context.

OPS > WorkPlanner > Days Off > Invoke Set Bid Unit

If selected, the Set Bid Unit dialog is automatically invoked when you create days off in the Work Planner.

OPS > WorkPlanner > Enable Week Number on Calendar Week Header

If selected, the week number of the year will be displayed in the Work Planner calendar week headers. For example, Week 2 Starting January 6, 2020.

If Enable Week Number on Calendar Week Header is selected, the system uses the Core > Locale > First Week of Year property (defaulted to Includes January 1) to determine the first week of the year.

Options for the First Week of Year property are as follows:

Includes January 1. The first week of the year starts on the first day of the year and ends before the following defined First Day Of Week.
First Full Week. The first week of the year begins on the first occurrence of the defined First Day Of Week on or after the first day of the year.
Contains at least Four Days of the Year. The first week of the year is the first week with four or more days before the defined First Day Of Week.

OPS > WorkPlanner > Relief > Allow Multi Level Relief

If selected, both hold-down and vacation relief are allowed.

This property overrides both the OPS > WorkPlanner > Relief > Holddown > Allow Multi Level Hold-downs and OPS > WorkPlanner > Relief > Vacation Relief > Allow Multi Level Vacation Relief properties.

OPS > WorkPlanner > Relief > Hold-Down > Action

Specifies how work and days off are processed when a hold-down is created.

OPS > WorkPlanner > Relief > Hold-Down > Allow Multi Level Hold-Downs

If selected, multi-level hold-downs are allowed and vacation relief is not used.

To use both hold-downs and vacation relief, set the OPS > WorkPlanner > Relief > Allow Multi Level Relief property.

OPS > WorkPlanner > Relief > Hold-Down > Automatically Delete Hold-downs When Held-Down Employee Returns

If selected, when an absence day was removed, if the date has not been activated or costed, the hold-down associated with that absence will be removed, the held-down employee will be restored to the holding down work, and the hold-down employee will be reassigned to the previous works (for example, ExtraBoard).

This system property is only applicable when OPS > WorkPlanner > Holddown > Enforce Absence-Holddown Relationship is enabled.

OPS > WorkPlanner > Relief > Hold-Down > Delete Action

Specifies how work and days off are processed when a hold-down is deleted.

OPS > WorkPlanner > Relief > Hold-Down > Enforce Absence-Hold-Down Relationship

If selected, relationships between absences and corresponding hold-downs are enforced in the Work Planner.

OPS > WorkPlanner > Relief > Hold-Down > Excluded Work Types

Specifies a work type group that is exclude from hold-down procedure.

OPS > WorkPlanner > Relief > Hold-Down > Extraboard Bid Unit if no longer on Hold-Down By Agency

Specifies the extraboard bid unit to be assigned to employees who do not have a previously assigned extraboard bid unit and who have their hold-down work deleted.

This is only applicable if the property OPS > WorkPlanner > Relief > Holddown > Delete Action = Restore Original Days Off and EB Assignment.

OPS > WorkPlanner > Relief > Hold-Down > Extraboard Bid Unit if no longer on Hold-Down Method

Specifies the method for getting the extraboard bid unit if work is no longer on hold-down.

Default setting is By Agency, which uses the extraboard bid unit defined in OPS > WorkPlanner > Relief > Holddown > Extraboard Bid Unit if no longer on Hold-Down By Agency. If Custom is used, consult your Trapeze representative.

OPS > WorkPlanner > Relief > Hold-Down > Ignore Default Days Off When Create Hold-Down

If selected, default days off are ignored when creating a hold-down.

Default days off are defined in OPS > Absence > Default Days Off.

OPS > WorkPlanner > Relief > Vacation Relief > Action

Specifies how work and days off are processed when a Vacation Relief is created.

OPS > WorkPlanner > Relief > Vacation Relief > Allow Multi Level Vacation Relief

If selected, only multilevel Vacation Relief are allowed. Hold-downs are not used.

For open-run bids, if this property is not selected, when someone bids for vacation relief and the original employee has vacation relief, a warning appears: Vacation Relief operator cannot cover another Vacation Relief operator. Manual adjustment to the Vacation Relief assignment will have to be made after bidding is complete.

OPS > WorkPlanner > Relief > Vacation Relief > Allow Non-Weekly Vacation Relief

If selected, Absence Quota Types with a duration type of Weekly are allowed to have non-weekly vacation relief created for them in the Work Planner screen for the specified agencies.

To enable this property, selected Dependencies and add the applicable agency value. This property is unselected by default.

OPS > WorkPlanner > Relief > Vacation Relief > Automatically Delete Vacation Relief When Relieved Employee Returns

If selected, when an absence day is deleted from a date that has not been activated or costed, the vacation relief for the delete absence dates is removed as defined in the Delete Action property. A warning is shown if the absence is deleted from the middle of the week.

Additionally, the Relieved employee will be restored to the hold-down work, and the hold-down employee will be reassigned to the previous works (i.e., Extraboard). This is only applicable if the property OPS > WorkPlanner > Vacation Relief > Enforce Absence-Holddown Relationship is enabled.

OPS > WorkPlanner > Relief > Vacation Relief > Delete Action

Specifies how work and days off are processed when a Vacation Relief is deleted.

OPS > WorkPlanner > Relief > Vacation Relief > Enforce Absence - VacationRelief Relationship

If selected, relationships between absences and corresponding Vacation Relief are enforced in the Work Planner.

OPS > WorkPlanner > Relief > Vacation Relief > Excluded Work Types

Specifies the work type group that is excluded from the Vacation Relief procedure.

OPS > WorkPlanner > Relief > Vacation Relief > Ignore Default Days Off When Create VacationRelief

If selected, default days off are ignored when creating vacation relief. Default days off are defined in OPS > Absence > Default Days Off.

OPS > WorkPlanner > Relief > Vacation Relief > Released VR Package Being Involved In Operational Bid After Week(s)

The vacation relief package From Date is set based on the number of weeks defined in this property. To make vacation relief packages immediately available, set the property to 0 (default). This property allows vacation relief packages to be included in operational bids after the current bid cycle.

Click Dependencies (+) to specify the number of weeks for each agency.

OPS > WorkPlanner > Ignore Bid Unit Job Class filtering

If selected, the bid units in WorkPlanner (Assign EB, Assign Bid Unit, Create Days Off, etc) will not consider the JobClass filtering.

OPS > WorkPlanner > Locking outside of a valid Sign Up Period

If selected, WorkPlanner (Assign EB, Assign Bid Unit, Create Days Off, etc) will not allowed outside of a valid Sign Up Period.

OPS > WorkPlanner > Replicate Work > Consider Auto Holiday Matching > Extraboard

If selected, when replicating work WorkPlanner will also create holiday work assignments for Extraboard employees using the rules specified in the OPS > Bidding > Holiday > Automated properties.

OPS > WorkPlanner > Replicate Work > Consider Auto Holiday Matching > Regular

If selected, when replicating work WorkPlanner will also create holiday work assignments for regular employees using the rules specified in the OPS > Bidding > Holiday > Automated properties.

OPS > WorkPlanner > Replicate Work > Select Replicate All Weeks as Default

If selected, when replicating work, select all weeks as Default. If cleared, weeks are not automatically selected when replicating work.

Selected by default.

OPS > WorkPlanner > Set Extraboard > Allow change of Division

If selected, in the Set Extraboard dialog, the Division field is available. When a division other than the employee's home division is selected, the employee's division (shown in the Employee Profile under Status, in the Division column) is updated to the selected division for the selected date range. If cleared, the division field is not shown in the Set Extraboard dialog. This is cleared by default.

OPS > WorkPlanner > Show Job Class

If selected, the Job Class column is now shown in the Work Planner screen in both the Employee View and Work View. In the Context dialog, JobClass has been added to each of the sort options in the Sort By dropdown list for both views. For example, the option "Badge Number" is now "JobClass, Badge Number."

OPS > WorkPlanner > Show Piece Num For Extra Work

If selected, the piece number is appended to the work name when extra work is displayed in the Work Planner or Rota screen.

OPS > WorkPlanner > Show Recognized Absences Only

If selected, only recognized absences will be displayed in the Work Planner screen.

OPS > WorkPlanner > Update Work Assignment For Activated Day

If selected, when work is assigned to an employee in the Work Planner for a date that is already activated, the employee work assignment is also updated in the Daily Activity screen.