Creating workload schemes

Abstract

How to create workload schemes

Important

Creating, configuring and deleting workload schemes requires the Tempo Administrator permission.

Employee work requirements depend on the definition of the work week that you define here with the workload schemes. The workload scheme is reflected in Tempo Timesheets as the number of working hours required per week and per day; in Tempo Planner, it's reflected in the number of working hours per week and per day that can be planned for each member.

You can create different workload schemes to address different working hour requirements, and then assign the members to their appropriate scheme. For example, employees who work in different countries might have different working hour requirements, or some employees might be working only part-time. All Tempo users must be assigned to a workload scheme, and by default, everyone is added to the Tempo Default workload scheme. When a new user is added to Tempo, they are automatically added to the default scheme.

Workload schemes contain information about the days and hours in different types of working weeks. Create or edit workload schemes to manage different types of users' workload. The required hours per day calculation is based on a user's workload scheme. You must assign all users to a Tempo workload scheme. 

Note

Holiday schemes also affect the working capacity for employees. Total capacity is equal to the working hours minus holidays.

Check out this video to see how to create a workload scheme:

To create a workload scheme:

  1. Select Settings Settings.png in the Tempo sidebar.

  2. Under Working Days, select Workload.

  3. Add a Name and Description for the new workload scheme.

  4. For each day in the week, set the number of working hours.

  5. Click Add to create the new workload scheme.

    Workload_scheme_create.gif
    • Click Set Default to the right of the workload scheme you want to be the default. New users are automatically added to the default workload scheme when they access Tempo.

    • You can edit the name, description, and working hours of the workload scheme inline. 

Tip

If you have employees who need access to Tempo but won't be logging their time, you should create a workload scheme for 0 hours and assign those employees to it.

Adding Members to Workload Schemes

Adding a user to a workload scheme will remove them from any other workload schemes the are included in. If you wish, you can move users from one workload scheme to another.

To add a member to a workload scheme:

  1. Click Members to the right of the workload scheme.

  2. In the Member field, search for a user and then click Add. When a member is added, a Move dropdown is displayed. You can then quickly move a member to another workload scheme if necessary.

Workload_scheme_add_member.gif

Deleting Workload Schemes

You cannot delete a workload scheme if there are members assigned to it. You must first move the member to another workload scheme.

Then click Delete to the right of the workload scheme.