Efficiency

Help article 5 · Updated 30 Jun 2026

Employee data for routing and cost

How costs, shifts, and districts are used in routing and capacity analysis.

Local value and inherited value

Employee data is the supply side of planning. The first schedule needs active employees with a unit and an effective shift or capacity source. Skills, districts, transport, and cost then make recommendations more precise.

Existing salary and hourly-cost records for an employee
    The cost table shows saved hourly rates and their effective dates.Cost details can be reviewed where they belong to the employee, subject to existing permissions.
    Calendar of resource capacity use by time interval
    Compare planned resource use across the day.The view shows resource utilization from the calendar’s selected result.

    Employees and shifts

    The supply side of planning: who can work, when they work, and which skills they have.

    View employees
    FieldLevelWhy it mattersUsed for
    First and last nameFirst scheduleIdentifies the employee in lists and schedules.Assignments, continuity, and reports.
    UnitFirst scheduleConnects the employee to the correct team.Schedule selection and eligible capacity.
    Shifts or capacityFirst scheduleShows when the employee can work.First schedule and capacity diagnostics.
    Skills, district, and costBetter metricsMakes matching more precise after the first schedule.Unassigned visits, continuity, travel, and cost.
    Read resource

    Why it affects efficiency

    Shifts define available capacity. Cost makes solution comparisons more reliable. Districts show whether an employee fits the client's local area.

    Before and after

    Before completion, Caire can plan with basic employee data, but recommendations stay broader. After completion, it becomes clearer which shifts, districts, and cost assumptions affect the solution.

    Data and resources