Custom Lookups in WorkforceTNA are a powerful tool that allow you to tag and categorize employees or shifts with custom-defined values. These lookups enhance scheduling flexibility.
What Are Custom Lookups?
Custom Lookups are user-defined tags that can be applied to:
- Employees (via their profile)
- Shifts (within the Scheduling module)
They are especially useful for:
- Grouping employees by roles, skills, or certifications
- Ensuring specific roles or utilities are covered in a schedule
- Filtering views in Scheduling and Reports
How Custom Lookups Work in Scheduling
When used in Scheduling, Custom Lookups allow you to:
- Allocate a lookup type to a shift
- Filter the schedule view to display only employees matching that lookup
- Confirm that enough employees with a specific role or utility are scheduled
Creating a Custom Lookup
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Go to the Custom Lookup Settings
- Navigate to the System Settings > Lookups where Custom Lookups are managed.
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Add a New Lookup
- Enter a Name that categorizes your lookup values (e.g., “Certifications” or “Utility Roles” or "Sites").
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Configure Display Options
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Show on Employee Profile:
- Select this if you want the lookup to appear under the employee’s T&A tab.
- This value will carry over to the Scheduling tab as a default for that employee.
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Show on Scheduling:
- Select this to make the lookup available for filtering and assigning within the Scheduling module.
- This allows shifts to be tagged with the lookup either by default or manually by the scheduler.
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Show on Employee Profile:
Default Custom Lookup for Data Types
WorkforceTNA includes a pre-created default Custom Lookup called 'Employee Data Types' that affects Employee data types.
You can edit this lookup to add additional values and allocate them to specific data types as needed.
🔗 Learn more about data types here: How to Manage Employee Data – Aussie Time Sheets Workforce TNA