Set and adjust employees

Rillsoft Project provides for a very flexible management of employees. You can assign several different roles, team memberships, costs and productivity to employees.

Note: We recommend you creating teams before defining employees.

In order to set and adjust employees, you do as follows:

1. Select the menu item Tools / Resource pool.
   The dialogue box Resource pool opens.
2. Select the tab Employees.

   

3. Create a new group or a new employee by clicking on the button New group or, in the row that is marked with an asterisk (*), enter a new employee name in the column Name.
4. Enter the property of an employee (a new role or team membership) already in this group in the row (columns Working group – team and Role - qualification). You can enter additional properties of the employee directly into the empty row below in the column Working group - team and Role - qualification, while the group description is automatically copied.

   Note: To change the name of the group, you need to do this in the first group row first, which automatically transfers the group name to all the other stored material types.

5. Enter a specific value into the column Code to exchange data with other applications.
6. From the drop down list Calendar, select the calendar that should apply for this employee. If you have not selected a calendar, the program searches for a valid calendar in the following order. Team calendar, activity calendar and project calendar.
7. Enter the date the employee has entered the company in the field Entry.
8. Enter the date the employee has left the company in the field Leaving.
9. Enter the non-working days of the employee (job trainings, workshops, etc.) into the field Non-working days. Note: The non-working days entered here will be added to those defined in the team. (Example for a definition of non-working days: 18.03.05-22.04.05; 25.05.05; 08.06.05-17.06.05).
10. Select the team which you want the employee assign to in the drop down list Working group - team.
11. Select the role which you want to assign to the employee in the drop down list Role - qualification.
12. Enter a different value for the calculated productivity of an employee in percent in the field Productivity.
13. Enter a different value for the calculated hourly rate of an employee (for instance, from the role definition) in the field Costs.
14. After a particular date, you can enter either a coefficient for an existing unit price or a new unit price per hour of the employee into the field Cost adjustment.
15. If you like, enter a note into the field Notes.
16. Click on the button OK.

Assign additional roles, teams, costs and productivity to one employee

If you want to assign a different role along with its different cost rate to an employee, do as follows:

1. Enter the different value into the row of the employee directly below (no asterisk) in the corresponding column.

   Caution: Take care that you do not define this employee in another row, which features an asterisk, because this may cause inconsistencies within the project.

Import / export of employees

Click on the button Export to export a resource to a TXT file or on the button Import to import resources.

Import / export fields:

• [ID]
• [Name](required field)
• [Code]
• [Calendar]
• [Entry date]
• [Leaving date]
• [Non-working days]
• [Team]
• [Role]
• [Productivity]
• [Costs]
• [Cost adjustment]
• [Notes]

The individual fields are separated by a hash key "#".

Example of an import file (only employee names and the corresponding hourly rates are imported):
  #Alfgot Zeller#########20.00##
  #Alex Harrison#########30.00##
  #Uwe Gibbons#########35.00##

Note:

• You can search for employees in the field Filter. Enter the search phrase (or a part of it) into the field.

See also: