Working times

Contract management and working times

This screen and the Contract menu can be seen by any user that has active contract settings and the ones that own the contract_other_profile permission (see Permissions below).

User interface

  • Summary: summary of your working times and the manual bookings
  • Target-hours: the list of the expected working hours for each day of the week
  • Working times: the entire working year
  • Manual bookings

Summary

The summary contains the following information (where each column is one month):

  • one row for working times
  • one row for manual bookings, requires the view_booking_contract permission

Working times

Contains the entire year with the following information:

  • the expected working time for each day of the week
  • the actual working time for each day of the week
  • the difference between expected and actual working time
  • the total working time for each month
  • the total working time for the entire year
  • blue dots for days with either
    • a public holiday
    • any kind of absence

Lock a month

After a month is over and the employee working-times were verified for correctness, the month should be “locked”.

You can right-click the row or use the action menu at the end of the monthly row to lock the selected month:

Lock a month by choosing from the context menu

Whether a month is locked (closed black lock) or not (open orange lock) is indicated by the icon in front of the row.

Locking a month will lock all days of the year before the chosen date. If previous months were not locked, they will be locked automatically as well.

Be aware: No one (neither the user nor an admin) will be able to create or edit times for any locked period! Locking a month is a final decision.

Changing a work contract

If you change a users expected hours, it will influence all non-locked times. It is therefore necessary to lock all months (see above) in which the old employment contract settings were valid BEFORE you change the settings.

After you locked all previous months, you can safely change the expected working time settings.

As you can only lock complete months, it is currently only possible to change the employment contract at the beginning of a month.

Manual bookings

Attention: perform tests on a separate test account (or the demo environment).

You cannot delete manual bookings, so if you accidentally added wrong values, simply create an opposite booking and add something like “compensation for test booking” in the description.

Account working times

Manual bookings can be used to increase or reduce the users time account.

Popular examples are:

  • adding a positive amount of hours => taking over hours from the last year
  • removing a negative amount of hours => payment to compensate for plus hours

Holidays

Manual bookings can be used to increase or reduce the users available holidays.

Popular examples are:

  • adding a positive amount of days => taking over holiday from the last year
  • removing a negative amount of days => old holidays which were not taken on time expired

How calculations work

All calculations are only done up until NOW. That means adding a holiday tomorrow will not change your hour account.

Public holidays

Adds the amount of configured working time as working time. If you add a timesheet on the same day, it calculates as overtime.

Holidays

Adds the amount of configured working time as working time. If you add a timesheet on the same day, it calculates as overtime.

Sickness

Fills up the working day to match the expected working time.

Examples:

  • 8 hours are expected and you already logged 2 hours, then 6 hours will be filled-up
  • 8 hours are expected and no time is logged, then 8 hours will be added

Other

Adds the amount of configured hours as working time.

Time-Off

Will not influence the working time in any way. This booking is only there for information purposes.

Permissions

Permission Name Description
contract_other_profile Allow to see and change the contract settings of other users.
hours_own_profile View the Employment contract menu and the own “Working times”.
hours_other_profile View the Employment contract menu. Switch the user in the Working Contract screen.
view_booking_contract View working-time details (PDF, Manual bookings)
approve_times_contract Approve monthly timesheets.
create_booking_contract Allows to create manual time bookings.
workdays_override_timesheet Allows to create timesheets on non-working days (this rule must be activated in System > Settings
  • Absence – Managing absences
  • Public holiday – Configure public holidays for your employees with working contracts.
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