Compatibility
This package version requires the following mandatory packages in place before installation.
- Skedulo Core Package - 102.56+
- Lumary - 19.3.19+
- Skedulo AU Healthcare - 1.175+
What’s New
Leave Shifts creation upon approving unavailability requests
- A new custom object has been created called Leave Shifts which is related to the Availabilities Object and Job Allocation Object. The fields available within each Leave Shift record would include:
- Leave Shift Name: Record ID
- Availability: Lookup to related Availability Record
- Job Allocation: Lookup to related Job Allocation Record
- Start: Start date/time of Leave Shift
- End: End date/time of Leave Shift
- Leave Type: Non editable field displaying value of Unavailability Type selected in the related Availability Object
- Upon approval of an Unavailability Request:
- Any Job Allocations and/or Payable Activities which were scheduled within or overlapping the period of the approved Unavailability Request would be identified to generate a corresponding Leave Shift.
- The involved Job Allocations and/or Activities would also have the resources deallocated.
- Unavailability Request does not need to cover the full duration of the Job Allocations or Payable Activities. Leave Shifts would be generated covering the time overlapping between the Request and the JAs/Activities, although the full job would deallocate the resource and open for a new allocation.
- For example:
- Job Allocation 9am-5pm and approved Unavailability Request 12pm-5pm will create a Leave Shift for 12pm-5pm period, the full job (9am-5pm) will be deallocated and return to pending allocation status.
- Any new Job Allocations or Payable Activities created for the period of an existing approved Unavailability Request, a Leave Shift would also be automatically generated and the Job Allocations and/or Payable Activities would automatically have the resources deallocated.
- When the approved Unavailability Request is deleted, the related Leave Shifts would also be deleted.
- When the approved Unavailability Request is updated, any Leave Shifts created earlier but no longer fall inside the leave request would be deleted and any new Job Allocations or Payable Activities now fall inside the Unavailability Request would have Leave Shifts generated (as well as deallocating the resources).
- Related settings to notice:
- When submitting Unavailability Requests, only certain unavailability types defined in setting Payable_Availability_Types would trigger the Leave Shift creation.
- Go to Setup > Custom Settings > Skedulo Configs > Edit Payable_Availability_Types
- When identifying the Activities to replace with Leave Shifts, only certain payable activities defined in the setting Payable_Activity_Types would trigger the Leave Shift creation.
- Go to Setup > Custom Settings > Skedulo Configs > Edit Payable_Activity_Types
- Go to Setup > Custom Settings > Skedulo Configs > Edit Payable_Activity_Types
- When submitting Unavailability Requests, only certain unavailability types defined in setting Payable_Availability_Types would trigger the Leave Shift creation.
- Leave Shifts would be sent to KeyPay when the timesheet is approved similar to how Shifts are sent.
Manual Installation Links
Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tIS000000kZd1
Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tIS000000kZd1
Please note: You must be a Salesforce Administrator to install this package.