Administering Day Schedules for Job and Wage Hours—Exercises

Basic Data Setup

Purpose: The purpose of this exercise is to set up the basic data required for running this functionality. To enter this data, follow the instructions in the Administering Wage Codes for Job and Wage Hours exercise. If you have completed that exercise, the data you need should already be in the database, and you can proceed directly to the main exercises.

Main Exercises

Purpose: The purpose of this exercise is to show you how to create day schedules and sub schedules for different working conditions when you use Time Management (time base = job controlled wage hours). You will also learn how to assign schedules to employees.

Windows:
Working Hours Schedules
Employee Schedules and Rules
Schedule Cycle Overview
Time Registration

Creating Day Schedules  

Purpose: The purpose of this exercise is to define a schedule for an employee working eight hours during the day, e.g., from 8 A.M. to 5 P.M. 

Windows:
Working Hours Schedules
Wage Codes
Time Registration

1. Define the schedule with clockings, preferable on a piece of paper, taking into account: 

• When the day normally starts and ends.
• At what time overtime compensation should be issued, e.g., before 8 AM and after 5 PM. 

2. Determine how many day types you need. Remember that all days in a week have to be connected to a schedule. 
3. Consider the following questions regarding public holidays: On what dates do these holidays occur this year? Do they require day types other than those included in a normal work week? How would those day types be structured?
4. Open the Working Hours Schedules window and click on the Day Types tab. 
1. Enter the day type name and description. Save your changes. 
2. To create the day type, right-click and select Day Type Details. Define the day types in terms of overtime, normal hours and lunch or break, by connecting wage codes to the appropriate clocking intervals. If necessary, define additional wage codes in the Wage Codes window.  
5. Click the Working Hours Schedules tab. Define the day schedule.
1. Give the schedule a name and description.
2. Enter a schedule cycle. Use start and end dates to define the number of days in the schedule. Save your changes.
3. Right-click and select Schedule Details. Enter the day types into the schedule. Save your changes.
4. Verify that the number of working days and normal hours are correct.
6. Click the Substitute Schedule tab. Define the sub day schedule.
1. Give the schedule a name and description.
2. Enter the date of a public holiday that occurs on a workday. 
3. Connect the date to a day type. Save your changes.
4. Repeat steps a–c above until the sub schedule is complete.
5. Click the Day-by-Day Schedules tab. Right-click and select Schedule Details, then click on the Substitute Schedule tab. Assign the substitution schedule you just created to the day schedule. 

Note: If there is time, create another day type—one without a lunch break—and later on, check if there is any difference in the Time Registration window.

Schedule Assignment

Purpose: The purpose of this exercise is to attach your schedule to the employees in your organizational unit.

Windows:
Employee Schedules and Rules
Schedule Cycle Overview
Time Registration

1. Open the Employee Schedules and Rules window.
2. Query for the employee assigned to you by the instructor. Create a new row for your employee if necessary.
3. Enter your wage class and work schedule. 
4. Change the Valid From date as appropriate, e.g., 2002–01–01.
5. The Time & Attendance Time Base field should be set to Manual Results.
6. Open the Schedule Cycle Overview window. This window can be used to assign the correct sequence number to an employee who, for example, has a shift schedule.

Note: Ignore the Entitled to Overtime and Flexible Work Hours check boxes. They are only used in conjunction with in- and out-clocking.

8. Try to make a registration for one employee in the Time Registration window using an absence wage code, e.g., sickness.