Work Schedules
Work schedules allow you to define working days, total hours per day, start and end times, and time automatically deducted for mandatory breaks (such as lunch). Create as many schedules as you want and assign them to individual employees, branches, or your entire organization.
Any configured work schedules will be used to calculate overtime and business hours/business hours remaining in reports. They are also linked to certain parameters in the Timesheet Settings module, such as allowing overrun of the scheduled time.
How to Create a New Schedule
Schedules can be created via the Schedule Settings module on the "Settings" page. If the module does not appear, you can add it by clicking "Customize" in the top right corner and dragging and dropping the module anywhere on the screen.
By default, this module displays a schedule of 8 hours per day, 40 hours per week, and non-working days on Saturday and Sunday.
Defining the number of hours per day and/or hours per week will allow you to:
Require that your employees submit at least a certain number of hours per day and/or per week. You can activate this requirement for project tracking using the Timesheet Settings module.
Use the On Time feature to motivate employees to fill in their timesheets on time.
Defining hours per day will also allow you to display reports and exported files using the unit of days rather than hours.
Under "Advanced Schedules" click the "Add a new schedule" button, which will take you to the Schedule Details module.
At the top of the module you can give your schedule an easily identifiable name and position it in the calendar. This determines which day of the week your schedule cycle begins on. It will begin on a Monday by default.
Under "Duration" add the total number of working hours for each day. If you need to define a rolling schedule for more than seven days, new rows will be added automatically as you fill them in.
You can also add start times and end times. Note that these times do not need to correspond to the total duration. For example, you could specify that employees must work a total of eight hours anytime between 7:00 a.m. and 6:00 p.m. This means that even if an employee clocks in before 7:00 a.m., the timer will not begin running until the assigned start time.
Note: Managers and administrators are able to create manual time entries on behalf of employees outside of the scheduled hours.
Once you have entered the duration, start, and end times for a day, a plus ("+") icon will appear at the end of the row. Click it to add a second block of working time for that day.
If more than one block of working time is defined, start and end times are mandatory. Blocks are useful for adding mandatory lunch breaks, for example.
Finally, under "Auto break" you can add the duration of a break to have that time automatically deducted from the total hours for that day. This is helpful for tracking short, mandatory breaks without employees having to clock out and in again.
How to Assign a Schedule
Creating a new schedule does not mean that it has been assigned to employees. To assign schedules, use the Schedule Assignment module. You can add the module to a person's page or to a company branch page to assign the schedule to all employees in that branch.
To assign the schedule, click the "Assign new schedule" button and select from the list of previously created schedules. If you'd like to assign different schedules for different times of the year, click on the calendar icon and select the start date for the given schedule assignment.
For example, you can set a special summer schedule that runs from July 1st to August 31st and then switch back to a normal work schedule for the rest of the year.
Viewing Work Schedules on an Employee Page
The Work Schedule module is a read-only module that can be added to an employee's page and shows them their assigned schedule per day.
