The HR Wizard is used to update legality calculations, Accumulated values, crew documents, and Payroll transactions.
Some calculators are stored in the accumulated values tables for the purpose of using these calculators over a given longer period.
Some calculators can be stored as historical values if defined as such in the rules factory. It can be used by reports, payroll wizard, or by any other minor definition that needs information on what was assigned to the crew before the current assignment on the roster.
Why run the HR Wizard?
Normally all legalities are calculated every time there is a refresh, but in some cases, it may be necessary to run the wizard. Additionally, the wizard is used to support the existing Document update and Payroll process.
Usage of HR Wizard
Some of the cases when HR wizard should be used:
- A payroll definition has been changed.
- Special role, roster designator, legal exception, base, qualification, etc. have been changed on a crew for a period where crew has assigned activities.
- Import of rosters is done to fix a previous import.
- A new rule or calculator has been added on an existing period.
- Need to add external calculator values to crew for a given period.
- Document expiry dates need to be updated.
Make your selection depending on who and how many crews you want to update.
You create a filter in HR Filters.
You can search for individuals or multi-select from the list by holding the Ctrl key and click the crew.
Next, define what values are necessary to update:
- crew legality values
- accumulated values
- status of documents
- payroll transactions.
Set the period and select the option to be updated.
Click the Next button.
Update legality values: You can do all three options in the same run, but it is not recommended as it will take a long time and may kill the CPU. Select one of the options and leave the others to None.
The options are:
Note: This refers to all the rule indicators on the Gantt.
Legality Times: These are legality elements that are used in the Gantt, such as the check-in and out times, rest arrows, or other times appearing in the tooltip.
- None: No recalculation of roster times is performed.
- Reset roster times: Recalculates Rest, CI times, and other legality calculated times
- Clear roster times: This will remove this data for the selected period.
Accumulated values: This is the list of calculators which are defined in the rules factory to be stored as accumulated values. Therefore, depending on the rules configurations the list of calculators may differ. You can select which calculators to re-compute. By default, all calculators are marked.
- None: No recalculation of accumulated values is performed.
- Reset Accumulated Values: The selected calculators will be removed from the database and added back again based on the data calculated from the selected period.
- Clear Accumulated values: This option will remove the selected accumulated values for the selected period.
Historical Values: These are calculators that have the option to be stored as historical values in the rules factory.
- None: No calculation is performed. This is the default value.
- Reset historical values: This will recalculate the values for the selected calculator.
Set both Legality violations and Legality times dropdown lists to 'None', leave the Accumulated values field on 'Reset accumulated values' then click the Next button.
See/Update the status of Imported Accumulated values: This option allows you to see and update imported values and ADD missing or wrong values. For example, the hours the crew performed before joining the airline. Note: These complement the calculated ones.
The first dialog will load the available values if they have been previously imported.
You can correct the values or add missing values.
Click the ADD NEW button.
Select the label from the dropdown list, enter the date and value, and click the Next button. If you are adding a time value, add it in the corresponding column with hh:mm format. If you are adding an event (like a number of days off), add it to the numeric column with N format.
You will get a question if you want to update.
If you want to stay in the Wizard, click the PREVIOUS button.
View and update the status of Crew Documents
You can process all or a selected document.
Clicking next will provide an option to send an email when the load is complete.
After selecting the documents to update, the system will calculate possible new expiry calculations based on what is assigned in the rosters and what is defined in the Rules Factory / UpdateDocuments table. The resulting calculation is presented to the user. This is where the user has to approve or reject the new expiry date by leaving the option prolonged. If you do not want the system to update the document and leave it for a later run, select the option "None". Only the documents that have a new possible expiry date will be editable to the user. The information presented in the comment will also be transferred to the document transaction. The user performing the update will appear as the approver in the document transaction.
If you want to see all documents, check this option in the dialogue. It will show all documents within the respective filter selection. (Crew Filter and Document)
View and update status of Payroll transactions
Select the Payroll labels you want to update. Same as with the other options you need to define the date range, which is done in the previous step.
Clicking next will provide an option to send an email when the load is complete. If you move to the next step the calculation process will begin. It may take a while depending on the period and group selected. Once the calculation is finished, you will be presented with a list per crew and payroll transactions. You can now leave the calculated value or overrule it. In that case, a comment can be added as well.
Once you are ready with the review, click next to save your results. You will see a pop-up window asking for confirmation. Click the OK button to continue.
Once the changes are saved, the process is finished and you can close the wizard.