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 rec. and balances or via Planning - Monthly Overview or in the work shift in Planning - Work shift, which is then used to create the basic timetables and needs templates.
Time rec. and balances
Settings via Time rec. 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 rec. 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 - Monthly Overview
Settings can also be regulated via the tab Planning – Monthly Overview by double-clicking on the top box of the day and person for which you want to make changes.
Planning - Work shift
Under the tab Planering och arbetspass (Planning and work shifts), you create the work shifts in which you can then set up the timetables of your employees. The work shifts are mainly used for creating basic timetables and manual changes that lie on these shifts are applied to all basic timetables for all people who use that particular shift.
Shifts with manual changes need to have a name to indicate this. For example, Dagpass utan rast (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 rec. and balances. If the hours of the work shift are in italics, this means that manual changes have 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.