ES Employee Utilisation Dashboard
Real-time workforce scheduling and capacity planning built directly into your ES ERP Home workspace — weekly utilisation grids, available time heatmaps, and overbooked warnings with zero manual data entry.
Overview
The ES Employee Utilisation Dashboard is a real-time workforce scheduling and capacity planning tool built as a Custom HTML Block within the ES ERP Framework/ES ERP Home workspace. It provides instant visibility into how team members are allocated across a working week, highlighting available capacity and overbooking situations.
The dashboard reads directly from the ES ERP Event Calendar and Holiday List, calculating utilisation against a configurable shift window (currently 06:00–18:00 AWST, 12 hours per day). No manual data entry is required — scheduling events in the calendar automatically updates utilisation metrics.
⚡ Key Features
📅 Weekly Utilisation Grid
Colour-coded progress bars per team member per day in a 9-column CSS grid (Team Member + 7 days + Weekly Total) with per-cell hour breakdowns and gradient fills.
📊 Summary KPI Cards
Four summary cards showing Team Utilisation percentage, Scheduled Hours, Available Hours, and Working Days — with colour-coded top borders for instant visual assessment.
🗓️ Week Navigation
Previous/Next/Today buttons for historical and forward planning. The dashboard re-renders in-place when navigating weeks — no page reload required.
🏖️ Holiday & Weekend Handling
Automatic recognition of AU/WA public holidays and weekends from the 2026 Holiday List. Non-working days are greyed out and excluded from capacity calculations.
🔍 Expandable Event Details
Click any team member to see their scheduled tasks with priority badges (URG/HIGH/MED/LOW) and hour allocations. Panels expand and collapse in-place.
🟢 Available Time Finder
Heatmap table with green-shaded cells indicating unscheduled capacity per team member per working day — instantly see who has time and when.
⚠️ Overbooked Warnings
When scheduled hours exceed the 12-hour shift window on any day, the cell triggers an overbooked warning. Hours are capped at 12h/day with excess clearly flagged.
⚡ Server Script API
Fast single-call data loading via the es_utilisation_data Server Script API with client-side fallback for resilience if the API is unavailable.
🏗️ Architecture
Components
Data Flow
Dashboard loads in Home workspace and calls the es_utilisation_data Server Script API
Server Script queries all non-cancelled Events, their Event Participants, and the 2026 Holiday List
Data returned as a single JSON payload: { events, participants, holidays }
If Server Script is unavailable, dashboard falls back to parallel ES ERP Framework.client.get calls
Client-side JavaScript matches participants to shift window per day. Hours capped at 12h/day; excess triggers overbooked warning
👥 Team Configuration
The dashboard tracks four team members mapped to ES ERP User accounts. Each has a designated colour and icon for visual identification.
⏰ Shift & Utilisation Logic
Shift Parameters
Utilisation Colour Coding
⚡ Server Script API
The ES Utilisation Data Server Script provides a single API endpoint that aggregates all required data server-side, eliminating multiple client-side API calls and bypassing permission constraints on child tables.
{ events: [...], participants: {...}, holidays: {...} }
🎨 User Interface Design
The dashboard uses a clean white background theme with monospace typography for a data-focused, professional appearance.
Header
Dashboard title with shift window and holiday list metadata displayed prominently
Week Navigation
Previous/Next/Today buttons with week date range and capacity summary
Summary Cards
Four KPI cards — Team Utilisation %, Scheduled Hours, Available Hours, Working Days
Utilisation Grid
9-column CSS grid with gradient progress bars, per-cell hour breakdowns, and overbooked warnings
Event Detail Panels
Click-to-expand panels with priority badges (URG/HIGH/MED/LOW) and hour allocations
Available Time Finder
Heatmap table with green-shaded cells indicating free capacity per team member per working day
🔐 Permissions Configuration
Custom HTML Block
DocShare added with everyone=1, read=1 for universal access
Holiday List
Custom DocPerm added for role 'All' with read=1
Event DocType
Already has 'All' role read permission by default
Server Script API
Runs server-side with elevated permissions, bypassing client-side permission checks on Event Participants child table
Technical Specifications
Platform
- ✓ ES ERP Framework v15+
- ✓ ES ERP v15+
- ✓ Custom HTML Block
- ✓ Server Script API
Scheduling
- ✓ 06:00–18:00 AWST Shift
- ✓ 12h Daily / 60h Weekly
- ✓ Holiday & Weekend Aware
- ✓ Overbooked Detection
JavaScript
- ✓ Callback-based ES ERP Framework.call()
- ✓ Regular functions (no arrows)
- ✓ Object.assign() cloning
- ✓ No page reload navigation
Deployment
- ✓ Home workspace block
- ✓ Hybrid fetch strategy
- ✓ Universal permissions
- ✓ All-day event support
See Your Team's Capacity at a Glance
Contact Enterprise Systems Australia to deploy the Employee Utilisation Dashboard. Real-time workforce scheduling and capacity planning — directly in your ES ERP Home workspace.
ES Employee Utilisation Dashboard — Real-Time Workforce Capacity Planning for ES ERP
© 2026 Enterprise Systems Australia |