How do I check time and holiday balances and set work schedules?
This article has been machine translated. If you find any errors, we would be grateful if you could report them to translation@timesensor.com.
Would you like to control the working hours and holiday entitlements of your employees? This article shows how you can do this with timeSensor LEGAL.
Preparation 1: Create internal projects
In order for employees to be able to enter their working hours, but also absences (sickness, holidays, etc.) in the timesheet, you must create internal mandates. To do this, go to the address management. Your office should be entered in the Employees section. If this is not yet the case, you should create your office now.
In the dossier of your own office, you now create the required internal mandates, for example for:
- Holiday
- Illness
- Military
- Education
A mandate becomes an internal mandate by selecting the item Internal in the Status menu. If you want to keep an hourly budget for the internal mandate, e.g. to control the holiday credit of the employees, click on the checkbox Counter project.
Preparation 2: Create work schedules
For each employee for whom you want to control working and holiday time, you should set up an individual work schedule. To do this, open the settings for the user account of the employee concerned in the user administration and assign his or her work schedule there. If this does not yet exist, you can call up the Scheme Editor for work schedules in the corresponding menu.
In this editor you can plan the gross working time of the employee with the help of different tools. You must also enter the planned times for each meter project for each month.
First enter the employee's gross working time. To do this, select the line Gross working time and choose Calculate gross working time from calendar in the action menu.
We assume here that you have correctly configured the calendar valid for the law firm in the parameters, including the local holidays.
Now use the wizard to enter the employee's gross working time for each day of the week. Now timeSensor LEGAL calculates the employee's gross working time based on your specifications and the calendar. This is the target working time that the employee has to work for each month.
If the employee joined during the year, please ensure that the gross working hours start in the month of joining and that there is no number in the relevant cells beforehand.
Then enter the monthly hours budget for all counter projects. So if the employee has five weeks of holiday per year and works 42 hours per week, distribute the holiday credit of a total of 210 hours linearly over the year so that the corresponding hour budget is 17.5 hours per month. You can automate this process with the Distribute Hours Linearly wizard. When you have completely worked out the work schedule, you can start using the hours control.
Record times
Now have your employees book all times, including sickness, holidays or other internal activities, to the corresponding internal mandates. You do this by selecting the corresponding internal mandate in the timesheet. Please note that the control is always done in hours. So if the employee takes a week's leave, he then enters 42 hours in the internal mandate leave in his timesheet.
Check times
You can check time and holiday balances by clicking on Time Control under Special and then selecting Time and Holiday Balances. This function calculates the data by comparing the work schedules with the data recorded in the timesheet. On the far right you will find boxes for each counter project. One shows the total of holidays and the other the absence time. If too many holidays have been taken, the holiday display is shown in red. If an employee has worked overtime, the absence time is shown in green.
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