Employee Schedule A summary of the activity

 

 

 

 

 

Time Management Scheduling - An Overview

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Prerequisities

What you can do in this activity

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The Employee Schedule activity allows you to view an individual employees timetable for a given month. Essentially, the employee timetable shows his or her scheduled shifts versus actual attendance details. Find out more.

The Juncture at Which the Employee Timetable is Generated: The system generates the employee timetable, after the following have been carried out:

What the Employee Timetable Shows: Each date in the month is displayed, along with the scheduled shift on this date and attendance for this scheduled shift. Consolidated details on the number of shift deviations, time deviations, weekly offs and holidays also form a part of the employee timetable. The timetable contains

Through this timetable, you can determine the workload of the employee for the month.

Factors Affecting the Employees Attendance: The primary factors that affect the employees attendance are

The employee inherits the sequence of shifts and the duration of each shift, from the rota or adhoc schedule. The weekly off is inherited from the rota / adhoc schedule, while the holidays are inherited from the rota plan from which the rota / adhoc schedule is derived.

The other factors that can affect the employees attendance are

Getting familiar with the pages inside

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&To carry out task

Employee Schedule

Viewing the time table of an individual employee

View Employee Time Deviation Details

Viewing the time deviation details of the employee

View Employee Shift Deviation Details

Viewing the shift deviation details of the employee

View Holiday List

Viewing the holiday master applicable to the employees rota schedule

Help on Employee(s)

Getting help on selecting an employee

  Each of these tasks is described in the following sections.

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Prerequisities

Generation of the employee schedule, through the Generate Employee Schedule activity.

Recording of the employee's attendance, for the specified month, through the "Employee Attendance Processing" component.

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What you can do in this activity

View the employee's timetable

View the employee's shift deviations, for the month

View the employee's time deviations, for the month

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Viewing the employee's timetable

You can view an individual employees scheduled shifts, actual attendance, and the details of his/her weekly offs, holidays, time deviations and shift deviations.

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 View the employee's shift deviations, for the month

You can  view the employees shift deviation details for the month for which the employees timetable was viewed. For each period/date range in the month for which the employee deviated to another shift, the system displays the name of this deviated shift.

  • Use the View Employee Shift Deviation Details page, to view the employee's  shift deviation details for a given month.

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View the employee's time deviations, for the month

You can view the employees time deviation details for the month for which the employees timetable was viewed. For each day in the month on which the employee availed a time deviation, the system displays the deviated shift timings and the original scheduled timings of the shift.

  • Use the "View Employee Time Deviation Details page, to view the employee;'s time deviation details for a given month.

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 Find out more 

 Can you schedule shifts on holidays?

Can an employee change his shift timings?

Can an employee switch from his allocated shift?

Is break time considered during attendance processing?

Is compensatory off allowed?

How is overtime calculated?

Can you create spot schedules?

Create and publish an employee timetable that embodies shifts, holidays and weekly-offs

How many schedules can be planned for the employee, for a day?

When payment is on a weekly basis, how do I know when the week starts?

After time deviation has been authorized, can an employees shift deviation be effected on the same date?

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Can you schedule shifts on holidays?

 You can indicate whether shifts can be scheduled on holidays, through specifying Yes or No in the Create Rota Plan page. If you allow shifts to be scheduled on holidays, the system will treat the employees attendance on the holiday as either overtime or compensatory off. This will depend on what you chose in the Set Attendance Parameters page, where you are to explicitly define whether employees attendance on a holiday must be treated as

  • Overtime, or

  • Compensatory off

If you do not allow shifts to be scheduled on holidays, any attendance of the employee on holidays will be handled by the stored procedure rules.

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 Can an employee change his shift timings?

An employee can deviate in shift timings depending on the type of time deviation permission defined for the rota plan from which his rota schedule is derived. The type of time deviation permission could be Not Allowed, With Relaxed Hours or With Fixed Hours.

If the type of deviation permission is With Relaxed Hours, an employee can deviate from the timings of his scheduled shift, through one of the following methods:

  • Employee time deviation

  • Employee time deviation, in bulk

  • Employee self service

Employee Time Deviation: Through the Record Employee Shift Deviation activity, a HR person can enter the employees deviations in shift timings, for a given date. The deviation can be for

  • The start time of the scheduled shift

  • The end time of the scheduled shift

  • The start or end time of each work session or break session of which the shift consists

Employee Time Deviation, In Bulk: Through the Record Employee Shift Deviation - Bulk activity, a HR person can enter time deviation, in bulk, for the employees mapped to a rota schedule. Just as in the Record Employee Shift Deviation activity, deviation can be for the shift start time, end time and for the timings of the work sessions and break sessions of which the shift consists.

Employee Self Service: Through the Employee Self service component, an employee can request for a deviation in the start time and end time of his scheduled shift. He can use the following:

  • The Request Time Deviation activity

  • The Edit Time Deviation Request activity

The request will come into effect only after the supervisor authorizes this time deviation request. While authorizing, he can edit the following

  • The start time of the scheduled shift

  • The end time of the scheduled shift

  • The start or end time of each work session or break session of which the shift consists

After the time deviation request is authorized, the update is reflected in the Employee Timetable.

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Can an employee switch from his allocated shift?

An employee can deviate in shift timings depending on the type of shift deviation permission defined for the rota plan from which his rota schedule is derived. The type of time deviation permission could be Allowed or Not Allowed.

If the type of deviation permission is Allowed, an employee can deviate from the timings of his scheduled shift, through one of the following methods:

  • Employee shift deviation

  • Employee shift deviation, in bulk

  • Employee self service

Employee Shift Deviation: Through the Record Employee Shift Deviation activity, a HR person can enter the employees deviations in shift for an effective period. The name of the shift to which the employee must transferred is specified, as well.

Employee Shift Deviation, In Bulk: Through the Record Employee Shift Deviation - Bulk activity, a HR person can enter shift deviation, in bulk, for the employees mapped to a plan. The name of the shift to which the employee must transferred is specified, as well. Just as in the Record Employee Shift Deviation activity, shift deviation can be for an effective period.

Employee Self Service: Through the Employee Self service component, an employee can request for a deviation in his scheduled shift. He specifies the name of the shift to which a transfer is required. He can use the following:

  • The Request Shift Deviation activity

  • The Edit Shift Deviation Request activity

The request will come into effect only after the supervisor authorizes this shift deviation request. While authorizing, he can edit the following

  • Effective start date of the shift deviation

  • Effective end date of the shift deviation

After the shift deviation request is authorized, the update is reflected in the Employee Timetable.

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Is break time considered during attendance processing?

This will depend on whether Inclusive or Exclusive was chosen for the rota plan from which the rota schedule was derived. If Inclusive was chosen, the system will include the break time in the number of working hours for which the employee will be paid. Otherwise, the break time will be excluded.

  • Complete entering the details in the Edit Rota Plan page

  • Enter the Set Attendance Parameters page

  • In the Break Time field, select Inclusive to indicate that the break time must be included, otherwise select Exclusive

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Is compensatory off allowed?

Compensatory off can be allowed, if shifts are scheduled on holidays.

Whether shifts can be scheduled on a holiday will depend upon what is defined for the specific rota plan from which the employees rota schedule is derived. If the rota plan allows scheduling shifts on holidays, the system will treat the employees attendance on the holiday as either Compensatory off, or Overtime, depending on the choice

If shifts are not scheduled on holidays, compensatory off can be allowed only through stored procedure rules 

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 How is overtime calculated?

The overtime method of calculation is defined for the rota plan from which the employees rota schedule or adhoc schedule is defined. Overtime can be calculated through

  • An overtime conversion table. . For example, if the employee worked 5 hours on his weekly off, and his conversion factor is 1.5, he becomes eligible to be paid for 7.5 hours as overtime

  • An overtime conversion table for each slab of hours

  • Any stored procedure rule

The overtime conversion table can co-exist with  the stored procedure rule, to determine overtime calculations But if there is a conflict, the stored procedure rule will prevail.

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 Can you create spot schedules?

You can create spot schedules for any employee in the organization. The Quick Employee Rota Schedule Mapping activity allows you to map individual employees to a rota schedule at any time. Although the rota schedules are already created, you can map employees to the rota schedule. Essentially, this activity takes care of situations where new employees need to be fitted into a rota schedule

This activity consists of specifying the employee who will be mapped, and the rota schedule to which the employee will be mapped. You are to also specify the date from which the mapping will be effective. By default, the employees mapping will be effective until the effective to date of the rota schedule.

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 Create and publish an employee timetable that embodies shifts, holidays and weekly-offs

  • Create or edit the holiday master, to create the list of holidays that can be used across the organization.

  • Create different shifts, indicating the start and end time of each shift.

  • Group one or more shifts, by using the Create Rota Plan activity. Through this activity, you can also associate the required list of holidays and the overtime rule applicable to the employees.

  • Group the required shifts from the rota plan, to Create a Rota Schedule. Through this activity, you can sequence the shifts and the duration of each shift. The cycle of shifts and the weekly-offs in each shift are therefore established.

  • Map the employee to the rota schedule. The employee automatically inherits the rota schedules, which means that the system can display the shifts and weekly-offs of each employee.

  • Ensure that the leave and training details applicable for an employee are integrated as well, through the Leave and Training components.

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How many schedules can be planned for the employee, for a day?

On a given day, an employee can be assigned to either a rota schedule or an adhoc schedule, but not to both.

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When payment is on a weekly basis, how do I know when the week starts?

In the rota plan from which the employees rota schedule is derived, you are to specify the day on which the week begins, example, Monday.

After time deviation has been authorized, can an employees shift deviation be effected on the same date?

A shift deviation can be effected on the same date, by one of the following methods

  • Recording shift deviation through the Employee Scheduling component

  • Authorization of the employees shift deviation request. This authorization is carried out by the supervisor, through the Employee Self Service component.

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