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    Efficiency

    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 service area and an effective shift or capacity source. Skills, districts, transport, and cost then make recommendations more precise.

    Employee form basic tab with identity, service area, and scheduling data.
    The employee basic tab keeps identity, service area, and capacity data together before advanced fields are needed.
    Utilization view and calendar show employee workload next to the schedule.
    The utilization view shows how shifts and capacity appear in the solved calendar.

    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.
    Service areaFirst 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.
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    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.