Forum Discussion
Lots of ways to go about it potentially and you'll get more ideas from others here, I personally like to choose a slightly harder path upfront with how to handle something like this because downstream it opens up other doors yet to be thought of.
I like to set up a distinct table for something like 'Employee Days'. It would be a table that joins each employee to each day of the year as a unique record. It really only needs two fields - employee and date. You can preload this in your app since time and days can be dragged down in Excel and just upload the next couple of years.
For the event route - same kind of concept - you could have like an 'Event Request' type form where a person could enter a 'request' for that employee with an event type - and say it applies for Monday and Wednesdays for Employee A, and it'll run from 1/1/24 to 6/30/24 and its a schedule for 9-5. Then another event request lets say for same employee, same Monday/Wednesday from 7/1/24 - 12/31/24 but 7-3.
With Pipelines - you could query for the 'Employee Days' that meet the criteria from the request - and for each Employee Day, create a child Employee Event record that represents their schedule.
The managers in this case are more or less filling out a form to set a schedule, and if they have different versions like different entries for M/W/F versus T/R, no problem, just two requests. You can extend this for things like PTO, company holidays etc.
If you wanted something simpler - you could do a similar setup to the Request form with the start/end of the event and the employee to target, and do a loop to import all the records by adding each day between the two dates and adding a new event record for that employee for each day that matched. I personally prefer the Employee Day setup because it allows for more reporting down the line on things like utilization, identifying gaps, tracking duplicates or overages etc. The setup is harder upfront but I've seen it provide a lot better functionality for reporting that you might think of down the road.
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Chayce Duncan
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