People > [select a person] > Employment

The Employment tab on a profile tracks a person’s hire date, termination date, and periods of unavailability to ensure accurate data about the available workforce.

This functionality is also available on the Bridgit Bench web portal.

 

Hire Date & Termination Date

Adding a Hire Date or a Termination Date to a profile dictates when a person can start being allocated to projects or when they can no longer be allocated to projects.

If a person has a hire date in the future, they are unable to be allocated to a role that starts before their hire date.

If a termination date is added, the person is removed from any roles scheduled after that date.

A warning message appears if a submitted date conflicts with existing allocations. 

 

Time Off

Time Off indicates a period when a person is unavailable. This could be for several reasons, including vacation, medical, parental, or military leave. 

With Time Off, is the ability to choose whether someone else is needed to backfill on a project. If backfill is required for the projects a person is on, the person is removed from all projects and is not available to be placed on a project during the time off period. The time off period is represented as a black bar in the Place A Person modal.

If backfill is not required, the person remains on any existing projects and is represented with a gray bar in the Place A Person modal.

 

Add Time Off

Select the Add Time Off button.

• Time Off requires a Start Date to be included, and an End Date also needs to be included if backfill is not required.
• A Description can be added and made private if needed.
• If backfill is necessary, Yes or No can be selected under Requires Backfill on Projects.

 

A person will have two allocation bars displayed when selecting their role in the project after time off has been submitted.

 

 

Modify Time Off

An existing Time Off can be modified by selecting the entry in the Employment tab.

Changes in backfill requirements cannot be edited. The current time off entry will need to be deleted and a new entry created. 

 

Delete Time Off

Deleting Time Off removes any record of that Time Off from a person's profile.

When deleting Time Off with backfill, any unfilled allocations created on a project(s) remain even if the person is no longer taking time off. 

Place the person back in the role for the unfilled period. This automatically merges their multiple allocations back into a single allocation.