Skills

Skills are the competences that may be required to work on an spot. For example, an international call center can require English, Italian and other languages. 

To create or edit skills in the web interface, click Admin Skills and you can see all existing skills, import/export or add new one.

Skills will then be allocated to spots and to employees (in relative sections) so that you can know which employees can work on certain spots based on skills.

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Spots

From Admin Spots you can set the list of spots, which represent skills aggregator. Each spot can require certain skills, which you can select from the list that you entered in the related section. The application rosters only employees that have all of required skills for a spot. If the spot has no required skill, the application can roster any employee into it.

Depending on how you prefer to organise management:

• you can create a single spot for each commission to manage (above all if you have employees allocated only on one spot and not shared among more customers).

• you can create spot as a skills set to be allocated to employees (who, in this way, may work on several customers on the same shift). In this case services section will identify possible different commissions within that spot.
  For example: Spot = Clinical | Skills = English call center/ Medical skills | Services = name of clinical customers (Saint Patrick Hospital / Columbus Clinic / Care Clinic)
  Remember that XPLANY is a software designed to create scheduling solutions. If an agent is shared between several customers, on the platform there is no reporting on the single customer, but you can create the spot (with all required common skills) indicating the various services like labels connected to it.

From this section you can see the list of created spots, import a file, export the existing ones or add a new one.

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To create a new one, you can click on Add new, then insert a name and if you want you can indicate one or more required skills and a Garrison parameter. With this option, you can define garrison times related to a spot (so days and times of service coverage).
For example, if Saturday garrison time is from 9am to 1pm, it is possible to warn the planner if a shift is entered outside that interval, by entering a penalty in the score that the planner can see in the scheduling section.

Services

Instead from Admin Services you can create a new service, that works like a label, indicating spot to which it refers.