In Timeplan there is an option to make manual changes such as break deductions, cost deductions and changes to agreements in a work shift if you do not want the employee's agreement to govern the cases when no manual changes have been made to the work shift.
Settings can be made at different places in Timeplan, for example Staff -[employee's name]- Time stamps and balances or via Planning - Weekly overview or in the work shift in Planning - Work shift, which is then used to create the base schedules and needs templates.
Time stamps and balances
Settings via Time stamps and balances are made when you click on the personnel tab and search for the employee using their name or employment number.
Click on the sub-tab Time stamps and balances and select the date on which you want to change the work shift settings.
Double-click on the work shift to open it. Clicking on the arrows/drop-down menus will give you different options for changing settings. Make your choices and click on Save.
Planning - Weekly overview
Settings can also be regulated via the tab Planning – Weekly overview by double-clicking on the top box of the day and employee for which you want to make changes.
Planning - Work shift
Under the tab Planning and Work Shifts, you create the work shifts for the different departments. They are mainly used to make base schedules for your employees and it is important to note that these manual changes in a work shift will apply to all employees who are scheduled to work this specific shift.
Shifts with manual changes need to have a name to indicate this. For example, Day shift without break, if a break is deselected for the shift.
Note! If you have made manual changes through Planning - Work shift, these changes will apply each time an employee goes on this work shift.
You can easily see if there is any manual change to a shift by going to Staff - [employee’s name] - Time stamps and balances. If the hours of the work shift are in italics, this means that manual changes has been made.
Deleting manual settings from a shift
If you want to reset the manual settings in a shift, you can easily do so by adding – (dash) to all selections. If there are dashes for breaks, cost deductions and collective bargaining agreements, the employee's agreement will govern the counting of the day based on the work shift and stamps.
ALL manual changes ALWAYS override the basic information.