2) Create a custom entity
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Custom entities are a highly customisable feature of Easy Employer. A custom entity could be but is not limited to; a person, client, vehicle or funding scheme. Custom entities are used to provide additional information to staff members on a rostered shift. This article will cover how to add and setup a custom entity so they are displayed in the roster correctly.
NOTE: This article does not detail how to create a new custom entity type. To create new custom entity types, please contact the Easy Employer Support Team.
Custom entities can be restricted to appear on a roster against a specific set of circumstances. During the initial setup of custom entities users dictate the circumstances that that custom entity should be subject to. These restrictions are not permanent and can be changed as required.
2) Create a custom entity
- Click Organisation.
- In the example shown below there are four custom entities listed. Clients will be the focus of this article however, the principles that will be demonstrated can apply to multiple situations.
- The image below is the custom entity landing page. In this example, the list of 'clients' has been loaded and the search bar has been highlighted. The search bar is useful for finding a specific custom entity from the list. Also highlighted is the Add button on the top right corner. Clicking it will cause a popup box to appear
- The popup only requires the name of the newly created custom entity. Once the name has been entered click Add.
- Since a new custom entity has been added to the list it needs to be setup.
To access and change any custom entity, simply click on the custom entity's name.
- Details of the custom entity will be displayed. Different fields can be edited as required but this is not required information.
Each custom entity can be setup to display the data that is required for that custom entity type.
- There are a number of fields in this section, each field is defined below.
- Name - This field is used to assign a name to the custom entity. If the custom entity is a client, then the name would be the client's name. If this is a service, then the name would indicate the type of service to be delivered.
- Required gender - This field can be used to enforce a gender restriction if required.
- Country - The country where the custom entity is located.
- State - The state where the custom entity is located.
- Location - The address of the custom entity. This can be entered manually or a pin can be dropped on the map.
- Communicate address - If the custom entity is should be communicated to employees when communicating the roster.
- Manager notes - Additional information related to this custom entity. Visible to managers in the manage shift dialog.
- Roster notes - Additional information that is sent to users when the roster is published.
- Export code - Used to identify a custom entity type in an export.
- Cost centre code - Used to assign costs to an entity for reporting purposes.
- Job code - Used to designate a code for a job type for reporting purposes.
- Billing application settings - billing specific details for the selected custom entity.
- Custom entity colour - adds a colour to the custom entity to make it clearly identifiable.
The colour only shows in the new roster, not on the old one, and only applies to custom entities set on shifts, not custom entities set on appointments.
- The Groups tab displays the organisation structure. Different settings can be enabled that either allow all to be selected by default or not selected by default.
- Sections of the organisation structure should be allowed/disallowed. Disallowing a section of the organisation structure means that it will not appear on the rosters against that role. Allowing means the role will be available for selection if the role has been selected. A simple way to remember this is if the section is GREEN then the custom entity will appear against that role. If the section is RED the custom entity will not appear against the role. To confirm the selection click Save.
- The next tab is titled Users. This tab is for selecting specific users/employees that can have this custom entity type rostered against their shift. Adding or removing a user from this list will prevent the custom entity from being assigned to that users shift. Colour coding remains consistent for allowed and disallowed sections. GREEN indicates the custom entity can be assigned to the users shift and RED means the custom entity cannot be assigned to the users shift. To confirm the selection click Save.
- Custom entities can also be allowed/disallowed against their own and different custom entity types. This can be done to ensure that tow custom entities do not appear on the same shift together. The same rules apply here as in the other tabs GREEN means they are able to be selected on the same shift while RED prevents them from appearing. To confirm the selection click Save.
- Abilities can also be linked to custom entities. Press Add to select from the list of abilities available. In this section you can also remove or edit linked abilities.
- Navigate to a roster period and check that the custom entity appears in the roster correctly. The custom entity is able to be added to a shift by clicking the custom entity field.
- Clicking into the custom entity field allows users to select the custom entities that are required for the shift. Multiple custom entities can be selected for a shift.
- Once the shift has been saved selected custom entities will be displayed on a shift under the role.