Labor Admin - Editing

Searching through Shifts and Editing

These procedures go over how to search for shifts and edit them.

Searching for Shifts in a Facility

1. Go to the Admin Tools -> Labor -> Shift Admin.

2. In the Existing Shifts panel, populate the following drop-down fields:

Existing Shift panel

Field	What You Enter…
System	Originating system.
Facility ID	Facility for which you want to add or edit a shift.

The screen is populated with the details of the shifts already set up for that facility.

Editing Shift Details, Breaks, and Users

1. Run a search for the shift that you want to edit.

2. In the search results, select the shift that you want to edit.

3. Make the desired change:

Editing Shifts

Type of Change	What You Do…
Edit a Shift’s Name or Leeway time	Open the Shift Details tab, make the desired changes and click ‘Save Shift’. For field definitions, see Setup Procedure 1 of 7: Setting up Shifts.
Edit a Shift’s Breaks	Open the Break Details tab, select the break you want to edit, make the desired changes and click ‘Save Shift’. For field definitions, see Setting up Breaks.
Edit a Shift’s Schedule	Open the Shift Schedules tab, select the shift schedule user you want to edit, and click the pencil icon next to the shift schedule you want to change. Make the desired changes and click ‘Save Shift Schedule’.
Add a Shift Schedule	Open the Shift Schedules tab and select the ‘Add Shift Schedule’ button. Make the desired changes in the modal window and click ‘Save Shift Schedule’.
Delete a Shift Schedule	Open the Shift Schedules tab and select the ‘Delete Shift Schedule’ button. Select the shifts you want to delete and click ‘Delete’.
Add Users to a Shift	Open the User Details tab, click ‘+Add User’, select the users to be added to the shift, and click ‘Save User(s)’.
Remove Users from a Shift	Open the User Details tab, select the existing users to be removed and then click ‘Remove User’.
Delete a Shift	Open the Shift Details tab, click ‘Delete Shift’, and then click ‘Yes’ on the Confirmation dialog.

Sorting Labor Users

1. Go to the Admin Tools -> Labor -> Labor User Admin.

2. Select ‘Manage Preferences’. The Labor Module Default Values appear.

3. Fill in the fields explained below.

Sorting Labor Users

Field	What You Do…
Default System (Optional)	From the dropdown, select the default originating system. To leave it blank, click ‘Clear’ .
Default Facility (Optional)	From the dropdown, select the default facility.
Sort User List By	From the dropdown, select the sorting option: User ID, First Name, or Last Name.

4. Click ‘Save Preferences’.

The set sorting option is applied to the other labor user lists in the following places:

• Labor User Admin screen

• Activity Adjustment screen

• On the Labor User Group Admin screen, in the User Group Details tab

• On the Shift Admin screen, in the User Details tab

• On the Transaction Error Review screen, both in the Quarantined and Incomplete Transaction tabs.

Editing Labor Users

Editing One Single UserEditing Labor Users in Bulk

1. Go to the Admin Tools -> Labor -> Labor User Admin.

2. In the System field of the Existing Users panel, select the system that has the labor user(s) you want to edit. The Existing Users panel is populated with all that system’s labor users.

3. In the Search field of the Existing Users panel, type the either the user ID, first name, last name, or email address of the labor user. The list is filtered to show those labor users that contain the search term.

4. Select the labor user that you want to edit. A User Information form appears in the main interface area populated with the selected user’s details.

5. Make your desired changes to the record.

Editing Labor Users

Type of Change	What You Do…
Edit a Labor User’s Name, Email, or Base Shift	Make the desired changes in the fields and click ‘Save’. For field definitions, refer to Setup Procedure 3 of 7: Setting up Labor Users.
Delete a User	Click ‘Delete’, and click ‘Yes’ on the Confirmation dialog.

Note

If you delete a user, the transactions will remain, but the user won’t be available in any labor module dropdown.

Adding a Labor User to a Scheduled Shift

A scheduled shift is a pre-configured shift that is assigned to users based on a schedule. For more information on scheduled shifts, see Automatic Shift Scheduling.

You can set up several types of scheduled shifts:

Type of Scheduled Shift	Steps	Example
Weekly Recurring Shift	Select the frequency of weeks to iterate on (i.e., every 1st,2nd, or 3rd month) and specify which day of the week to apply.	Apply the weekend shift every 2 weeks starting 04/06/2021 on Saturdays and Sundays.
Monthly Recurring shift	Select the frequency of months to iterate on (i.e., every 1st,2nd, or 3rd month) and specify day of the week to iterate on.	Apply the special overtime shift every 2 months starting 04/06/2021 on the third Monday of the month.
Yearly Recurring Shift	Select the frequency of years to iterate on (i.e., every 1,2,3 year) and specify the day of the week of which month.	Apply the special overtime shift every 2 years starting 04/06/2021 on the third Monday of April.

Constraints

• A labor user can be assigned to multiple scheduled shifts only if they do not overlap.

• To be eligible for a scheduled shift, a labor user must belong to a user group that is associated with the shift’s facility.

• Start dates are required for scheduled shifts and recurring shifts.

• Recurring shifts take effect as of the start date.

Pre-requisites

• Facilities, systems, labor user groups, and labor users must already be configured.

• Shift must be properly configured in Shift Admin before a schedule can take effect.

Steps

1. Go to Labor -> Labor User Admin.

2. Select the System and choose the User.

3. Go to the Shift Schedules tab. You are the Scheduled Shifts screen.

4. To add a scheduled shift, click the ‘+’ button in the Scheduled Shifts table:

5. The Add Scheduled Shift screen appears. Fill in the required information.

Field Name	Meaning
Shift Name	The name of the pre-configured shift.
Start Date	The start date of the shift.
End Date	The end date of the shift. Optional.
Recurrence Pattern	Specify if the scheduled shift should repeat every week, month or year, the frequency, and the day of the week.

6. Click on ‘Save Shift Schedule.’

Result

The labor user is now scheduled for a specific shift recurrently within a specified period.

Note

A base shift can be selected as a labor user’s default shift in the User Details tab. This means that if no assigned or scheduled shift can be found for that user and the base shift is set as default in the User Details screen, the base shift will be applied.

Editing Labor User Groups

1. Go to the Admin Tools -> Labor -> Labor User Group Admin.

2. In the Existing User Groups panel, populate the following drop-down fields:

Existing User Group panel

Field	What You Enter…
System	Originating system.
Facility ID	Facility that has the user group you want to edit.

The panel is populated with the labor user groups set up for that facility.

3. In the Search field of the Existing User Groups panel, type the Group Name of the labor user group. The list is filtered to show those labor user groups whose group name contains the search term.

4. Select the labor user group that you want to edit. A User Group Information form appears in the main interface area populated with the selected user group’s details.

5. Make your desired changes to the record.

Editing Labor User Groups

Type of Change	What You Do…
Add a user to the user group	Select the user in the Available Users list, click ‘<<’, and then click ‘Save’.
Remove a user from the user group	Select the user in the Selected Users list, click ‘>>’ and then click ‘Save’.
Delete a User	Click ‘Delete’, and then click ‘Yes’ on the Confirmation dialog.

Editing Activity Groups

1. Go to the Admin Tools -> Labor -> Activity Group Configuration.

2. In the Existing Activity Groups panel, populate the following drop-down fields:

Existing Activity Group panel

Field	What You Enter…
System	Originating system.
Facility ID	Facility that has the activity group you want to edit.

3. In the Search field of the Existing Activity Groups panel, type the name of the activity group. The list is filtered to show those activity groups whose group name contains the search term.

4. Select the activity group that you want to edit. An Activity Group Information form appears in the main interface area populated with the selected user group’s details. For field definitions, see Setup Procedure 6 of 7: Setting up Activity Types for Imported Transactions.

5. Make your desired changes to the record.

Note

Do NOT click the Enhanced Mapping checkbox to upgrade the activity group’s mapping scheme from simple to enhanced. Please contact Rebus Customer Support. For more on enhanced vs simple mapping, see Activity Groups.

Note

You are not allowed to change the name of an activity group after it’s already been assigned to an activity type and a mapping scheme through the Activity Configuration screen. If the activity group has an enhanced mapping scheme, however, you can migrate its mapping scheme to another activity group that also has enhanced mapping. If the activity group was designed with a simple mapping, a new group has to be created and designed with the desired mapping scheme.

6. Click ‘Save’.

Migrating Enhanced Activity Mapping to a New Activity Group

You can easily overwrite the mapping scheme of one activity group with that of another when updating an activity type through the Activity Configuration Admin screen. When updating an activity group that uses enhanced mapping, you can import the mapping scheme from another activity group that uses enhanced mapping. This lets you easily edit an activity group’s name without having to configure the group again.

Note

Migrating a mapping scheme from one activity group to another works only when you are re-assigning an activity from an activity group that uses enhanced mapping to another that uses enhanced mapping.

For more on mapping schemes, see Activity Groups.

1. Go to the Activity Configuration Admin submenu, select the activity whose assigned activity group you want to update, and click the Activity Group tab.

2. From the Activity Group dropdown, select the activity group to which you want to assign the activity. A dialog window opens and asks you to confirm the change.

Confirming clearing of Activity Group Mapping Scheme

If you click ‘Yes’…	If you click ‘No’…
The mapping scheme, if any, in the activity group to which you want to assign your activity will be cleared.	No change will take place regarding the activity group’s name, and its mapping scheme will remain the same.

3. Click ‘Yes’. A second dialog window opens asking you if you want to import the already configured mappings.

Confirming migrating of Activity Group Mapping Scheme

If you click ‘Yes’…	If you click ‘No’…
The mapping scheme of the previously assigned activity group will be imported to the newly assigned activity group. Whatever mappings the newly assigned activity group had previously will be overwritten.	No mapping scheme will be imported, and you will have to configure new mappings for your activity for its new activity group.

4. Click ‘Yes’.

Example of Mapping Scheme Migration

For example, we can update the Unloading activity that is assigned to the Enhanced-18.4 group so that it is assigned to the Inbound activity group. Note that both activity groups have an enhanced mapping type.

Before Mapping Migration

	Enhanced-18.4 Activity Group	Inbound Activity Group
Assigned Activity	Unloading	Dock
Mapping	(AUX1 = 1 AND AUX 2 !=2)	AUX6 = 5

This assignment results in the Dock activity losing its mapping scheme with the Inbound activity group. The Unloading activity is now assigned to the Inbound activity group and its old mapping scheme is carried over so you don’t have to configure it again.

The Enhanced-18.4 activity group and the Dock activity end up with no mapping scheme.

After Mapping Migration

	Enhanced-18.4 Activity Group	Inbound Activity Group
Assigned Activity	None	Unloading
Mapping	None	(AUX1 = 1 AND AUX 2 !=2)

Reprocessing Activities with Different Time Measurement through Activity Configuration

You can reprocess activities of a given activity type with a different time measurement to update their total goal time. This lets you have accurate data for labor performance reporting.

How Does it Work?

Let’s look at the following example.

CASE PICKING activities that occurred as of July 1st, 2022, 12:00:00 AM must be updated with a new total goal time. The time measurements for CASE PICKING should be:

• 110 seconds from July 1st 12:00:00 AM to July 15th 12:00:00 AM

• 100 seconds from July 15th 12:00:01 AM to July 31st 12:00:00 AM

Two key elements are involved:

• The Effective Date for Standard Reprocessing—The date as of when Rebus will evaluate all activities that occurred on or after that date and will reprocess only the elligible ones. In this example, the Effective Date for Standard Reprocessing is July 1st, 2022, 12:00:00 AM.

• The new time measurement(s) and their date range

An activity’s MIN_STOP_DATE_LOCAL determines whether it is eligible for a given time measurement. An activity whose MIN_STOP_DATE_LOCAL occurs on or after the effective date for standard reprocessing will be reprocessed in one of the following ways:

• If an activity’s MIN_STOP_DATE_LOCAL falls within the date range of a configured time measurement, it will get reprocessed to have the configured time measurement.

• Otherwise, if an activity’s time measurement differs from its activity type’s Default Time Measurement, it will get reprocessed to have the activity type’s Default Time Measurement.

MIN_STOP_DATE_LOCAL is available in your standard labor collection.

Currently, the two CASE PICKING activities below have a total goal time of 450 seconds (GOAL SECONDS)—with a quantity of 5 cases and the default time measurement of 90 seconds.

When the reprocessing starts, Rebus evaluates all activities whose MIN_STOP_DATE_LOCAL occurred on or after July 1st 2022 July 1st, 2022, 12:00:00 AM, and reprocesses the eligible ones.

Expected Results:

• The first activity will get reprocessed with the 110-seconds standard because its MIN_STOP_DATE_LOCAL occurred within the date range of that standard. As a result, the activity’s total goal time will get updated to 550 (i.e., 5 x 110) seconds.

• The second activity will get reprocessed with the 100-seconds standard because its MIN_STOP_DATE_LOCAL occurred within the date range of that standard. As a result, the activity’s total goal time will get updated to 500 (i.e., 5 x100) seconds.

• Other activities whose MIN_STOP_DATE_LOCAL occurred on or after July 1st, 2022, 12:00:00 AM and whose current time measurement is different than the activity type’s default time measurement will get reprocessed with the activity type’s default time measurement.

Note

Labor transactions imported from your WMS will be processed with the added time measurement if they occur within the corresponding time measurement’s date range.

Prerequisites

You should know:

• The effective date for standard reprocessing the activities with the new time measurement. The effective date must be within the past 30 days.

• The new time measurement(s) for the targeted activities and their date range

Note

We recommend doing the procedure outside of operating hours—i.e., after the activities are recorded in Rebus’ Activity Adjustment Admin screen. Otherwise, there’s a slight chance that the labor transactions imported to Rebus from your WMS at the same time as the reprocessing will not get updated with the right time measurement. If this happens, you can always reprocess the activities again a few minutes later.

Steps

1. Open the Rebus menu, and go to Admin Tools -> Labor -> Activity Configuration Admin.

2. From the Existing Activity tool panel, select the System, Facility ID, and find the activity type. You’re at the activity type’s configuration screen.

3. Enter the Effective Date for Standard Reprocessing. When the reprocessing starts, Rebus evaluates all activities that occurred on or after that date and will determine the ones eligible for reprocessing.

   

4. Configure an additional time measurement. To do so, follow these steps:

   1. Click ‘+ Add Time Measurement’. The Add Time Measurement Unit form appears.

   2. Fill in the fields explained in the table below.

   

   Adding a Time Measurement

   Field	What You Enter…
   Time Measurement	The time measurement either in seconds or TMU.
   Start Date	The date as of when the activities should be updated with the new time measurement (i.e., total goal time).
   End Date (optional)	The date that indicates the end of the time measurement’s date range.

   Note

   You can configure a maximum of ten time measurements each with a different date range.

   3. Click ‘Done’.

   Note

   The Default Time Measurement of the activity type cannot be changed once a new time measurement has been added. You can always delete the added time measurement, change the default time measurement, then add back the new time measurement.

5. Click ‘Reprocess’.

   

A confirm message appears. Confirm if you want to proceed with reprocessing the activities of that activity type.

The reprocessing starts, and when it’s done you can see the updated GOAL_SECONDS in your widget:

You can also see this update in the Activity Adjustment Admin screen:

The values in the Unmeasured Time Seconds, Measured Time Seconds, and Goal Seconds columns are automatically updated when the Default Time Measurement is updated and the activity is reprocessed.

Related Links

Labor Admin

Labor Admin - Errors

Labor Admin - Setting Up

Labor Admin - Adjustments

Labor Admin - Travel Time