The following describes the process of defining a work scheme and generating a calendar for an employee. This is the first step that has to be taken before you can report and calculate time. It can be performed by the administrative staff, the attestor or a foreman.
Scheme group
A scheme group is a group of employees that have the same work schedule. They are used in calendar planning to facilitate maintenance of work schedules and generation of calendars. Instead of describing schedules for each employee they are described for the group and are then valid for all employees attached to the group. When maintaining a scheme group you must specify which day schemes are allowed to be used within the scheme group.
Only day schemes that are valid for a scheme group can be used in standard weeks, rolling schemes and exception dates.
Standard week
Standard weeks are used for employees with a general working week, i.e., daytime work Monday to Friday. The description of a standard week contains a valid from date and for each day of the week a reference to a day scheme. Standard weeks can be defined for a single employee or a scheme group.
Rolling scheme
A rolling scheme describes a cyclic work schedule where the period can be any number of days. The rolling scheme belongs to a scheme group. Each day in the rolling scheme refers to a day scheme, which must be a valid scheme for the scheme group. It is possible to define that a rolling scheme is valid for several scheme groups. The day schemes in the detail records must then be valid for all scheme groups to which the rolling scheme is valid.
Exception dates
Exceptions can be specified for an employee, scheme group or as a general exception (valid for all employees). If there is an exception specified for a date the day scheme of the exception will override the day scheme of the standard week or rolling scheme when calendars are created.
In the routine instructions, a rolling scheme will be used.
Prerequisites
Before starting calendar planning, the following basic data entities should be entered:
- Wage types (mandatory)
- Time codes (mandatory)
- Periods (mandatory)
- Balance selections (optional)
- Wage groups (mandatory)
- Attest groups (optional)
- Cost centres (optional)
- Scheme groups (optional)
- Employees (mandatory)
- Work centres (optional)
Enquiries and printouts
- Day scheme enquiry
- Rolling scheme enquiry
- Print day scheme report
- Print work schedule