Help - User contributions [en]

Reports

2019-11-06T07:38:55Z

Zwseditor: /* Violations */

= Run reports =
== Run reports ==

The report function serves to obtain overviews and summary information.

Within the record templates you can create your own report set-up according to specific needs and requirements.

=== Employees and groups ===
You can choose one or more employees, or employee groups.

=== Period ===
Choose one of prepared period or choose custom period.

=== Days ===
You can specify days of week or report only work or free days.

=== Accounts ===
Choose accounts to report or report all.

=== Violations ===
Choose violations to report or report all (only for reports where violations are included).

[[File:Report3.png]]

== Choose template ==
From the report templates to select satisfactory survey, which will be used to display the selected data.
This filter can be saved for its reuse.

=== Show preview ===
Upon clicking on this button, you see the preview on the monitor, you thus need not download or print anything.

=== Print/export ===
This column makes it possible to export a document in its *.pdf format, which you may subsequently print.

=== Send via e-mail ===
A configured report will be sent to your e-mail address.

=== Other options ===
In the Other options you have the possibility to view one record per page, repeat the header on all pages, use time format hh:mm or hh:hh, further display deleted records or all account changes in minutes.

=== Save report parameters ===
In the event that you want to save your own report parameter, select this option.

= Stored parameters =
Here, you can see the parameters you have saved. Upon selecting them, you jump to the Run report menu with the selected parameters.

Choose from report templates suitable template, which will be use to display your information.
The chosen parameters can be saved.

= Report scheduler =

Here you can schedule records that should be automatically sent to the addressees or displayed on the dashboard for a certain period of time.

= Report templates =

Here you can create or import a new template.

== Create new template ==

Here you can create a new template. Click on the “New template” icon. There are several options:
* Template name - the name of the template.
* Page configuration - the the information will be displayed according to which key. If you want to create a template for individual employees, select “Group by employees”; if you want to group by months, select “Group by months”.
The report's number of pages corresponds to the number of selected motives. (If number of employees was selected, the number of pages will correspond to the number of employees, If number of months was selected, then the number of pages will correspond to the number of months.)
* Editing language - select the language in which you want to send the report. Czech, English, German and Swiss are available at the moment.
* Paper size - here you can choose from A4, A3 or dashboard widget, which is displayed on the main page - dashboard.
* Page orientation - you can select either portrait or landscape.
* Additional filter - here you can select whether you want to display only records with unresolved infractions.
* Margins - you can select either automatic or customized margins here.

== Common options ==
Here you can set up the following parameters:

* Width - this box contains the width of the specified parameter in relation to the others. E.g., the date needs less space than a summary.
* Shift up/down - you can shift individual columns up or down without having to delete and create them again.
* Caption type - here you can select an automated caption, or you can create your own by selecting “Own”.
* Horizontal/vertical alignment - using this function you can align the data in the table to the specified side.
* Font size / thickness - here you can select the font size / thickness.
* Text / background colour - here you can select the text and background colour.
* Here you can select automatic / customized text borders.

If an index box is displayed, it means a link to the account number. The account number can be found in --> Time account, absence account, public holiday account, and here you can find the specific account number.

Now you can start specifying your own report template.

== Header ==
A header can be created and modified in this sub-category. The header includes lines, each containing a column. The lines and columns create a table, which is displayed in the upper part of each page on the screen.

There are several options here, too.
*Inner indent - allows an indent in mm from each side to be set.
Automatic - the system sets the dimensions automatically.
Customized - you can select the dimensions.
* Height - allows the column height to be modified.
Automatic - the system selects the optimum height automatically.
Fixed height - here you can define a specific height.
* Add column - this icon allows you to add columns that influence the header data. You can select from over 100 options:
Variables - interval, general, report, year, group of employees, customer, employee, record.
* Add line - this icon allows you to add a new line that can be split into columns.

== Table ==
In this sub-category, you can select the data to be shown in the created report.
Here you can select grouping by lines or columns, grouping of subtotals (e.g., weekly, by group of employees, etc.), and you can also edit the height and inner indent here. You can also select “Hide the sum line” and “Do not trim the text”.
Similar to the header, the variables are also divided into groups such as Interval, General, Report, Year, Group of employees, Customer, Employee and Record.
Here again you can use various additional choices such as text colour, highlights, indents, etc.

== Footer ==
Similar to the header option but the information is displayed in the screen footer. The options are the same.

== Sums ==
This option allows total sums to be displayed. Select the sum of interest and the system will calculate and display it.

== Example ==
In the new report, you want the information to be displayed as follows:
Page configuration by employees; Editing language is Czech; Paper size is A4; Page orientation portrait; No additional filter; Automatic margins.
[[File:Sablony_reportu_hlava.png]]
----
* Header: Employee name and surname; record number; optional caption with name “Report listing”.
[[File:Sablony_reportu_zahlavi.png]]
----
* Table - setting: Grouping lines by day; grouping columns unspecified; grouping sub-totals weekly; height automatic; inner indent automatic; line with sum not hidden; text untrimmed.
* Table - data: Day; account change; time worked; balance.
[[File:Sablony_reportu_tabulka.png]]
----
* Footer: Caption - “Customized bottom caption”.
[[File:Sablony_reportu_zapati.png]]
----
* Sum: none.
[[File:Sablony_reportu_sumy.png]]
----
=== Final state ===
[[File:Sablony_reportu_final.png]]
----

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File:Report3.png

2019-11-06T07:38:34Z

Zwseditor:

Terminals

2019-11-05T14:25:33Z

Zwseditor: /* Setting of the records */

Within the Terminals agenda, it is possible to generate an activation code for activation of your terminal.
If you need to generate an activation code, click on the “Generate Activation Code” button.

[[File:Terminal3.png]]

The generated activation code is displayed under the “Generate Activation Code” button and takes the form of a nine-digit number.
If your terminal has not been activated after switching on, there will appear a request for an activation code on the screen. After entering the activation code which you received when purchasing the device the terminal will be activated.

If your terminal has not been activated after switching on, there will appear a request for an activation code on the screen. After entering the activation code which you received when purchasing the device the terminal will be activated.

[[File:Terminal2.png|800px]]

== Employee limitations ==

If you want to limit the use of terminals for a certain employee group, click on the “Limit employee use” for a selected terminal.

How to create a group - see below

Now you can select from 3 options:

* No limitations - no restrictions exist; the terminal can be used by any employee.
* Unauthorized employees - the terminal selected will not be available for a certain group of employees.
* Authorized employees - a group of employees who alone can use the terminal selected.

== Setting of the records ==

Here, it is possible to add or edit records, which shall be visualised on your terminal. You have default records from which you can choose. To select a new record, select from the options:

•No action

•Make punch with time shifted to original punch – allows addition of a record with selected time-shift (positive and negative)

•Make punch with specified time that day – selects the fixed time of the added record

•Change working rule for day – changes to a given working rule

•Create additional punch

•Make virtual punch after fullfilling of work hours due

[[File:add_record.png]]

----

[[Edit employee monitored fields|Next page]]

[[Public holidays calendar editor|Previous page]]

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Terminals

2019-11-05T14:21:19Z

Zwseditor: /* Setting of the records */

Within the Terminals agenda, it is possible to generate an activation code for activation of your terminal.
If you need to generate an activation code, click on the “Generate Activation Code” button.

[[File:Terminal3.png]]

The generated activation code is displayed under the “Generate Activation Code” button and takes the form of a nine-digit number.
If your terminal has not been activated after switching on, there will appear a request for an activation code on the screen. After entering the activation code which you received when purchasing the device the terminal will be activated.

If your terminal has not been activated after switching on, there will appear a request for an activation code on the screen. After entering the activation code which you received when purchasing the device the terminal will be activated.

[[File:Terminal2.png|800px]]

== Employee limitations ==

If you want to limit the use of terminals for a certain employee group, click on the “Limit employee use” for a selected terminal.

How to create a group - see below

Now you can select from 3 options:

* No limitations - no restrictions exist; the terminal can be used by any employee.
* Unauthorized employees - the terminal selected will not be available for a certain group of employees.
* Authorized employees - a group of employees who alone can use the terminal selected.

== Setting of the records ==

Here, it is possible to add or edit records, which shall be visualised on your terminal. You have default records from which you can choose. To select a new record, select from the options:

•No action

•Make punch with time shifted to original punch – allows addition of a record with selected time-shift (positive and negative)

•Make punch with specified time that day – selects the fixed time of the added record

•Change working rule for day – changes to a given working rule

[[File:add_record.png]]

----

[[Edit employee monitored fields|Next page]]

[[Public holidays calendar editor|Previous page]]

[[iTA Help|Back to home page]]

File:Add record.png

2019-11-05T14:20:50Z

Zwseditor:

Working rules

2019-11-05T14:00:40Z

Zwseditor: /* Calculation range */

Work rules specify type of employment, working hours, responsibilities and other conditions of subsequent evaluation of employee attendance. Here you can set specific demands placed on the employees and document their violations.
After the setting is done the system will monitor the following of rules by a employee and it will highlight their violations in the overview.

== Types of work rules ==

* daily (e.g. 8h, 6h)
* weekly (distinguishing working hours in individual days – e.g. authorities)
* daily rules switch

First, we will set individual types of daily rules on which the weekly rules will be based later. Weekly rules set up in this way can subsequently be assigned to individual employees. The daily rule settings are very complex. Within the framework of a daily rule we will determine:

* name
* work responsibility
* flexible working hours
* day starts at
* basic working hours
* range of paid working hours
* ignored time
* breaks
* overtime
* reporting zones
* public holiday settings

It is not necessary to set shortened or part-time employment, these can be determined while entering the employee by choosing the type of employment proportionally 6h = 75%, 4h = 50%

== How to set a daily rule ==
Create a summary of all types of daily rules which will apply your company.

* ''' Click on "Create rule"'''

[[File:Pravidla1.png]]

Type of new rule – Select daily rule

=== Rule settings ===

* ''' Rule name:''' name (we recommend short names 8h, 6h, morning shift)

[[File:working_rule1.png]]

==== Work hours responsibility ====
Determines required total duration of staying at the workplace per day including breaks.

[[File:working_rule2.png]]

'''Example:''' ''8h employment type – work responsibility 8:40 a.m.

==== Flexible working hours ====
We set flexible working hours for its record keeping. This function monitors only the overall monthly total. It is not important how many hours a day the employee spends at the workplace but whether their overall monthly total corresponds with the responsibilities of their type of employment.
We can also set limits on the flexible working hours – i.e. the minimum amount of hours the employee is required to spend at work.

'''Example:'''
''An employee's work shift lasts 8 hours, plus 40 minutes of break, they work flexible working hours but have to spend minimum 6 hours per day at the workplace.
''

[[File:working_rule3.png]]

==== Day starts at ====
If at your company work passes from one day to another (i.e. over midnight) it is necessary to set which day the given worked off time will be counted into. If the time will be counted into the day of arrival to work or into the following day.
For this purpose you will determine when in the system one day will pass into another so that the needed transfer of the night working hours will be covered.

'''Example:'''
''The employee comes to work at 9:30 p.m. and stays until 5:00 a.m. The hours worked off should be counted into the day of departure from work. It is then to be set that a new day does not start at midnight but at 9:00 p.m. of the previous day already. The selected checkbox "previous work day" then means that if the arrival to work on 31/1 at 9:00 p.m. then the hours worked off are counted into 1/2. On the other hand, if we want to count the overall working hours into the day of arrival at work the beginning of a day will be set to 6:00 a.m. and the checkbox "previous work day" will be left clear..''

[[File:working_rule4.png]]

==== No calculation range ====
Ignored time signifies time of arrival and departure beyond the range of paid working hours which is not regarded as a rules violation and will not appear in the attendance as a violation. It is the time during which the employee already can be at the workplace and "prepare for work".
It is usually 10-30 minutes before and after the end of working hours.

'''Example:'''
''The paid working hours end at 6:00 p.m. and start at 6:00 a.m. I know that some employees departure from work late and I do not want this departure to be read as a violation of working hours. At the same time I do not want this time to be counted in the worked off working hours. By setting the ignored time I ensure that this late departure will not be reported as a violation of working hours. ''

[[File:working_rule5.png]]

'''Example:'''
''From the employee's worked off working hours maximum of 40 minutes is subtracted and they have to be present at the workplace from 9:00 a.m. until 12 p.m.''

[[File:working_rule6.png]]

==== Breaks ====
Within the working hours employees take established breaks. It is possible to set the regime of taking and subtraction of breaks in several ways. A break can be
– determined – in a given time interval, of a determined length
- calculated – depending on the worked off hours.

=====Determined=====
By setting determined breaks you can set a time period in which the break must be taken as well as its length. The determined break can assume a flexible or a fixed characteristic.

'''''List of rules of flexible determined breaks

For a flexible break set interval parameters within which the break must be taken and the length of the break. The minimum length of a break then determines the smallest amount of time the break can take up so that it is counted into this period.
A break which an employee marks within a given interval is counted in as such a break. If it is nor marked, this break will be subtracted automatically.

'''Example:'''
''Flexible lunch break can take place in the interval from 10:30 a.m. to 1:00 p.m. and 30 minutes will be subtracted.''

==== Core time ====
Basic working hours determine the time period of an employee having to be present at the workplace.
It determines the time period in which the employee has to arrive the latest and has to depart the earliest –cannot be absent, regardless of whether they have or do not have flexible working hours.

Here you will also enter the time of breaks which are not included in the worked off paid working hours.

'''Example:'''
''From the employee's worked off working hours maximum of 40 minutes is subtracted and they have to be present at the workplace from 9:00 a.m. until 12 p.m.''

[[File:working_rule8.png]]

'''''List of floating break rules'''''

Fixed break determines fixedly given time period of taking a break. There is no space for s flexible taking of a break.

'''Example:'''
''Fixed break is set from 9:00 a.m. to 9:10 a.m. and 10 minutes is subtracted.''

[[File:Pravidla9.png]]

===== Calculated =====
Calculated breaks determine the length in dependence on worked off hours.

'''Example:'''
''After 3 worked off hours a 10 minute break is ordered. After 6 worked off hours a compulsory break of 30 minutes ensues. After 9 hours it is 10 minutes. Worked off hours count from the first arrival at work in a given day.''

It is necessary to choose from the selection "How rules of calculated breaks are used" how to treat the calculation

[[File:Pravidla10.png]]

The minimum length of a break which is to be included – The minimum length of a break determines the shortest amount of time a break can take up so that it is counted into this period.

==== Overtime ====
List of time zones which are considered overtime.
List of time zones will enable setting individual time periods within which worked off time is considered overtime and it falls under an individual manner of calculation – time when work is made advantageous by a benefit.
This time is recorded on a relevant overtime account.

'''''Deposit x% of calculated overtime'''''
This function sets up a target overtime account on which the time worked off in a selected period is recorded. We can distinguish an overtime account for night work, weekend work, public holidays etc.

'''''Insert x % of calculated overtime '''''
Overtime work will be finally reported on the account which was selected. This information can be evaluated and compensated for during the employee wage calculation. One of the options of compensation is also providing a benefit in the form of rising the number of worked off hours if these were completed during the overtime. It is possible to draw substitute holiday from these hours or they are paid for within the standard rate without a benefit and the benefit is determined by rising the number of hours in the system.

'''Example:'''
''Employer provides a 25% benefit. This means that one hour of overtime = 1h 15 min, and this time can be used as a substitute holiday or it will be paid for. Work from 8:00 p.m. to 11:00 p.m. is considered overtime. I can choose what to further do with worked off hours in this time period. I select an account on which this time will be recorded, eventually also the amount of provided benefit in light of which this time will be re-calculated.''

[[File:working_rule7.png]]

==== Reporting zones ====

=====Reporting time zone =====
This bookmark serves only to monitor certain eventualities which may occur. It allows you to get an overview of the required information without any intervention in the distribution of hours and calculations, and thus effectively monitor the behaviour of the employees.

'''Example:'''
''I am interested to know who and how often they stay at work from 8:00 p.m. to 10:00 p.m. and who has it counted as "night work". This information will help me for example to filter out unwanted frequent night work in order to get a benefit.''

'''How to:'''
Set a reporting zone period and an account where this time is saved.

[[File:Pravidla12.png]]

===== Reporting by event logs =====

Here you can select an event to be reported and the account in which this time will be recorded.

[[File:Pravidla12a.png]]

===== Default account in which the time worked is credited =====

Here you can select a default account in which the time worked will be credited.

==== Public holiday settings ====
In the basic setting public holiday is conceived as a day when a work responsibility does not arise. If your company's needs are different, this setting allows you to set public holiday to workday mode.
The option to keep records of missed time on the account of public holiday absence is a function of an informative character. In its use you will get an overview of hours missing because of a public holiday without the employees appearing to have violated working hours. If you want to use this option it is necessary to create a public holiday absence account in accounts.

'''Example:'''
''If a weekday happens to be a public holiday this day is conceived as a day off, if the checkbox Work during a public holiday is selected then it is in the work day mode. ''

[[File:Pravidla13.png]]

'''Click on "Save"'''

==== Punch rounding ====
These two functions are executed by rounding of entry and exit time. The entry is rounded upwards to the nearest multiple of the selected time, exit is on the contrary rounded downwards to the nearest multiple of the selected time. The rule is always advantageous for the employer.

pravidlo13a

==== Rounding off the time ====
These two functions carry out rounding off of entry and exit times. The entry is rounded up to the nearest
multiple of the selected time, while the exit is rounded down to the nearest multiple of the selected time.

The rule is always advantageous for the employer.

Several options may be selected:

* Do nothing - rounding off the time is off
* Round off the time recorded - the time is rounded off to the nearest multiple selected by you.
* Shift the time record - the record is shifted. A positive number shifts the record forwards, a negative number shifts the record backwards.
* Shift and then round off the time recorded - a combination of rounding off and shifting the time recorded.

“Click on “Save””

== How to: the daily rules switch ==

The daily rules switch allows you to set the conditions of the shift operation in the company. To determine the relevant shift we will designate a time period in which the arrival is evaluated as a morning, an afternoon or a night shift. Based on such set rules the system will choose a specific evaluation mode of a given employee's attendance.
Within the framework of the daily rules switch the choice of applying of a specific rule in case of a full-day absence is handled at the same time.

'''How to:'''

* '''Click on "Create rule"'''
Select from the type of rules "daily rules switch"

[[File:Pravidla14.png]]

* '''Rule name:''' We recommend a short fitting name

[[File:Pravidla15.png]]

* '''Rules for day working rule selection:''' You will set the time of arrivals range to shift operation and to what shift this arrival is categorized.

'''Example:'''
''Employee arrives between 4:00 a.m. and 7:00 a.m. – their attendance will be categorized in the pre-defined shift "8h". If they arrive between 1:00 p.m. and 3:00 p.m. the attendance will be categorized into the pre-defined shift "6h/p"
''

[[File:Pravidla16.png]]

==== Rule selection, when not at work. ====
In the event that an employee does not arrive at work throughout the course of the whole day, it is possible to use this function to determine in advance the rule to be applied. If they do not have a work responsibility every day it is not necessary to specify this option.

[[File:Pravidla17.png]]

== How to: weekly rule ==
Weekly rule will determine the dispersion of entitlement to employees' attendance during the work week. In this way it is possible to specify different requirements for specific days in the week – e.g. office days.

'''Example:''' ''Mandatory presence at the workplace of the company is required on Monday and Tuesday from 8:00 a.m. to 4:00 p.m., other days only from 8:00 a.m. to 2:00 p.m. Within the framework of the weekly rule I will choose from the created portfolio of daily rules and assign these to the respective days.''

* '''Click on "Create rule"'''
Select from the rule types "week rule"

[[File:Pravidla18.png]]

=== Rule setting ===
* '''Rule name:''' We recommend a short fitting name

[[File:Pravidla19.png]]

* '''Rules for week days:''' Here for each day you can pick from already pre-defined daily rules

[[File:Pravidla20.png]]

'''Click on "Save"'''

== List of existing work rules ==

[[File:Pravidla21.png]]

Individual rules on the displayed list of existing working rules can be edited, a copy can be created (recommended when creating similar rules) or they can be deleted.
In case of deletion (not recommended) some already set rules can stop working.
----

[[Public holidays calendar editor|Next page]]

[[Holiday yearly deposit rules|Previous page]]

[[iTA Help|Back to home page]]

Working rules

2019-11-05T13:31:49Z

Zwseditor: /* Core time */

Work rules specify type of employment, working hours, responsibilities and other conditions of subsequent evaluation of employee attendance. Here you can set specific demands placed on the employees and document their violations.
After the setting is done the system will monitor the following of rules by a employee and it will highlight their violations in the overview.

== Types of work rules ==

* daily (e.g. 8h, 6h)
* weekly (distinguishing working hours in individual days – e.g. authorities)
* daily rules switch

First, we will set individual types of daily rules on which the weekly rules will be based later. Weekly rules set up in this way can subsequently be assigned to individual employees. The daily rule settings are very complex. Within the framework of a daily rule we will determine:

* name
* work responsibility
* flexible working hours
* day starts at
* basic working hours
* range of paid working hours
* ignored time
* breaks
* overtime
* reporting zones
* public holiday settings

It is not necessary to set shortened or part-time employment, these can be determined while entering the employee by choosing the type of employment proportionally 6h = 75%, 4h = 50%

== How to set a daily rule ==
Create a summary of all types of daily rules which will apply your company.

* ''' Click on "Create rule"'''

[[File:Pravidla1.png]]

Type of new rule – Select daily rule

=== Rule settings ===

* ''' Rule name:''' name (we recommend short names 8h, 6h, morning shift)

[[File:working_rule1.png]]

==== Work hours responsibility ====
Determines required total duration of staying at the workplace per day including breaks.

[[File:working_rule2.png]]

'''Example:''' ''8h employment type – work responsibility 8:40 a.m.

==== Flexible working hours ====
We set flexible working hours for its record keeping. This function monitors only the overall monthly total. It is not important how many hours a day the employee spends at the workplace but whether their overall monthly total corresponds with the responsibilities of their type of employment.
We can also set limits on the flexible working hours – i.e. the minimum amount of hours the employee is required to spend at work.

'''Example:'''
''An employee's work shift lasts 8 hours, plus 40 minutes of break, they work flexible working hours but have to spend minimum 6 hours per day at the workplace.
''

[[File:working_rule3.png]]

==== Day starts at ====
If at your company work passes from one day to another (i.e. over midnight) it is necessary to set which day the given worked off time will be counted into. If the time will be counted into the day of arrival to work or into the following day.
For this purpose you will determine when in the system one day will pass into another so that the needed transfer of the night working hours will be covered.

'''Example:'''
''The employee comes to work at 9:30 p.m. and stays until 5:00 a.m. The hours worked off should be counted into the day of departure from work. It is then to be set that a new day does not start at midnight but at 9:00 p.m. of the previous day already. The selected checkbox "previous work day" then means that if the arrival to work on 31/1 at 9:00 p.m. then the hours worked off are counted into 1/2. On the other hand, if we want to count the overall working hours into the day of arrival at work the beginning of a day will be set to 6:00 a.m. and the checkbox "previous work day" will be left clear..''

[[File:working_rule4.png]]

==== Calculation range ====
Ignored time signifies time of arrival and departure beyond the range of paid working hours which is not regarded as a rules violation and will not appear in the attendance as a violation. It is the time during which the employee already can be at the workplace and "prepare for work".
It is usually 10-30 minutes before and after the end of working hours.

'''Example:'''
''The paid working hours start at 6:00 a.m. and end at 8:00 p.m. I know that some employees arrive at work early and I do not want this arrival to be read as a violation of working hours. At the same time I do not want this time to be counted in the worked off working hours. By setting the ignored time I ensure that this early arrival will not be reported as a violation of working hours. ''

[[File:working_rule5.png]]

'''Example:'''
''From the employee's worked off working hours maximum of 40 minutes is subtracted and they have to be present at the workplace from 9:00 a.m. until 12 p.m.''

[[File:working_rule6.png]]

==== Breaks ====
Within the working hours employees take established breaks. It is possible to set the regime of taking and subtraction of breaks in several ways. A break can be
– determined – in a given time interval, of a determined length
- calculated – depending on the worked off hours.

=====Determined=====
By setting determined breaks you can set a time period in which the break must be taken as well as its length. The determined break can assume a flexible or a fixed characteristic.

'''''List of rules of flexible determined breaks

For a flexible break set interval parameters within which the break must be taken and the length of the break. The minimum length of a break then determines the smallest amount of time the break can take up so that it is counted into this period.
A break which an employee marks within a given interval is counted in as such a break. If it is nor marked, this break will be subtracted automatically.

'''Example:'''
''Flexible lunch break can take place in the interval from 10:30 a.m. to 1:00 p.m. and 30 minutes will be subtracted.''

==== Core time ====
Basic working hours determine the time period of an employee having to be present at the workplace.
It determines the time period in which the employee has to arrive the latest and has to depart the earliest –cannot be absent, regardless of whether they have or do not have flexible working hours.

Here you will also enter the time of breaks which are not included in the worked off paid working hours.

'''Example:'''
''From the employee's worked off working hours maximum of 40 minutes is subtracted and they have to be present at the workplace from 9:00 a.m. until 12 p.m.''

[[File:working_rule8.png]]

'''''List of floating break rules'''''

Fixed break determines fixedly given time period of taking a break. There is no space for s flexible taking of a break.

'''Example:'''
''Fixed break is set from 9:00 a.m. to 9:10 a.m. and 10 minutes is subtracted.''

[[File:Pravidla9.png]]

===== Calculated =====
Calculated breaks determine the length in dependence on worked off hours.

'''Example:'''
''After 3 worked off hours a 10 minute break is ordered. After 6 worked off hours a compulsory break of 30 minutes ensues. After 9 hours it is 10 minutes. Worked off hours count from the first arrival at work in a given day.''

It is necessary to choose from the selection "How rules of calculated breaks are used" how to treat the calculation

[[File:Pravidla10.png]]

The minimum length of a break which is to be included – The minimum length of a break determines the shortest amount of time a break can take up so that it is counted into this period.

==== Overtime ====
List of time zones which are considered overtime.
List of time zones will enable setting individual time periods within which worked off time is considered overtime and it falls under an individual manner of calculation – time when work is made advantageous by a benefit.
This time is recorded on a relevant overtime account.

'''''Deposit x% of calculated overtime'''''
This function sets up a target overtime account on which the time worked off in a selected period is recorded. We can distinguish an overtime account for night work, weekend work, public holidays etc.

'''''Insert x % of calculated overtime '''''
Overtime work will be finally reported on the account which was selected. This information can be evaluated and compensated for during the employee wage calculation. One of the options of compensation is also providing a benefit in the form of rising the number of worked off hours if these were completed during the overtime. It is possible to draw substitute holiday from these hours or they are paid for within the standard rate without a benefit and the benefit is determined by rising the number of hours in the system.

'''Example:'''
''Employer provides a 25% benefit. This means that one hour of overtime = 1h 15 min, and this time can be used as a substitute holiday or it will be paid for. Work from 8:00 p.m. to 11:00 p.m. is considered overtime. I can choose what to further do with worked off hours in this time period. I select an account on which this time will be recorded, eventually also the amount of provided benefit in light of which this time will be re-calculated.''

[[File:working_rule7.png]]

==== Reporting zones ====

=====Reporting time zone =====
This bookmark serves only to monitor certain eventualities which may occur. It allows you to get an overview of the required information without any intervention in the distribution of hours and calculations, and thus effectively monitor the behaviour of the employees.

'''Example:'''
''I am interested to know who and how often they stay at work from 8:00 p.m. to 10:00 p.m. and who has it counted as "night work". This information will help me for example to filter out unwanted frequent night work in order to get a benefit.''

'''How to:'''
Set a reporting zone period and an account where this time is saved.

[[File:Pravidla12.png]]

===== Reporting by event logs =====

Here you can select an event to be reported and the account in which this time will be recorded.

[[File:Pravidla12a.png]]

===== Default account in which the time worked is credited =====

Here you can select a default account in which the time worked will be credited.

==== Public holiday settings ====
In the basic setting public holiday is conceived as a day when a work responsibility does not arise. If your company's needs are different, this setting allows you to set public holiday to workday mode.
The option to keep records of missed time on the account of public holiday absence is a function of an informative character. In its use you will get an overview of hours missing because of a public holiday without the employees appearing to have violated working hours. If you want to use this option it is necessary to create a public holiday absence account in accounts.

'''Example:'''
''If a weekday happens to be a public holiday this day is conceived as a day off, if the checkbox Work during a public holiday is selected then it is in the work day mode. ''

[[File:Pravidla13.png]]

'''Click on "Save"'''

==== Punch rounding ====
These two functions are executed by rounding of entry and exit time. The entry is rounded upwards to the nearest multiple of the selected time, exit is on the contrary rounded downwards to the nearest multiple of the selected time. The rule is always advantageous for the employer.

pravidlo13a

==== Rounding off the time ====
These two functions carry out rounding off of entry and exit times. The entry is rounded up to the nearest
multiple of the selected time, while the exit is rounded down to the nearest multiple of the selected time.

The rule is always advantageous for the employer.

Several options may be selected:

* Do nothing - rounding off the time is off
* Round off the time recorded - the time is rounded off to the nearest multiple selected by you.
* Shift the time record - the record is shifted. A positive number shifts the record forwards, a negative number shifts the record backwards.
* Shift and then round off the time recorded - a combination of rounding off and shifting the time recorded.

“Click on “Save””

== How to: the daily rules switch ==

The daily rules switch allows you to set the conditions of the shift operation in the company. To determine the relevant shift we will designate a time period in which the arrival is evaluated as a morning, an afternoon or a night shift. Based on such set rules the system will choose a specific evaluation mode of a given employee's attendance.
Within the framework of the daily rules switch the choice of applying of a specific rule in case of a full-day absence is handled at the same time.

'''How to:'''

* '''Click on "Create rule"'''
Select from the type of rules "daily rules switch"

[[File:Pravidla14.png]]

* '''Rule name:''' We recommend a short fitting name

[[File:Pravidla15.png]]

* '''Rules for day working rule selection:''' You will set the time of arrivals range to shift operation and to what shift this arrival is categorized.

'''Example:'''
''Employee arrives between 4:00 a.m. and 7:00 a.m. – their attendance will be categorized in the pre-defined shift "8h". If they arrive between 1:00 p.m. and 3:00 p.m. the attendance will be categorized into the pre-defined shift "6h/p"
''

[[File:Pravidla16.png]]

==== Rule selection, when not at work. ====
In the event that an employee does not arrive at work throughout the course of the whole day, it is possible to use this function to determine in advance the rule to be applied. If they do not have a work responsibility every day it is not necessary to specify this option.

[[File:Pravidla17.png]]

== How to: weekly rule ==
Weekly rule will determine the dispersion of entitlement to employees' attendance during the work week. In this way it is possible to specify different requirements for specific days in the week – e.g. office days.

'''Example:''' ''Mandatory presence at the workplace of the company is required on Monday and Tuesday from 8:00 a.m. to 4:00 p.m., other days only from 8:00 a.m. to 2:00 p.m. Within the framework of the weekly rule I will choose from the created portfolio of daily rules and assign these to the respective days.''

* '''Click on "Create rule"'''
Select from the rule types "week rule"

[[File:Pravidla18.png]]

=== Rule setting ===
* '''Rule name:''' We recommend a short fitting name

[[File:Pravidla19.png]]

* '''Rules for week days:''' Here for each day you can pick from already pre-defined daily rules

[[File:Pravidla20.png]]

'''Click on "Save"'''

== List of existing work rules ==

[[File:Pravidla21.png]]

Individual rules on the displayed list of existing working rules can be edited, a copy can be created (recommended when creating similar rules) or they can be deleted.
In case of deletion (not recommended) some already set rules can stop working.
----

[[Public holidays calendar editor|Next page]]

[[Holiday yearly deposit rules|Previous page]]

[[iTA Help|Back to home page]]

Working rules

2019-11-05T13:31:14Z

Zwseditor:

Work rules specify type of employment, working hours, responsibilities and other conditions of subsequent evaluation of employee attendance. Here you can set specific demands placed on the employees and document their violations.
After the setting is done the system will monitor the following of rules by a employee and it will highlight their violations in the overview.

== Types of work rules ==

* daily (e.g. 8h, 6h)
* weekly (distinguishing working hours in individual days – e.g. authorities)
* daily rules switch

First, we will set individual types of daily rules on which the weekly rules will be based later. Weekly rules set up in this way can subsequently be assigned to individual employees. The daily rule settings are very complex. Within the framework of a daily rule we will determine:

* name
* work responsibility
* flexible working hours
* day starts at
* basic working hours
* range of paid working hours
* ignored time
* breaks
* overtime
* reporting zones
* public holiday settings

It is not necessary to set shortened or part-time employment, these can be determined while entering the employee by choosing the type of employment proportionally 6h = 75%, 4h = 50%

== How to set a daily rule ==
Create a summary of all types of daily rules which will apply your company.

* ''' Click on "Create rule"'''

[[File:Pravidla1.png]]

Type of new rule – Select daily rule

=== Rule settings ===

* ''' Rule name:''' name (we recommend short names 8h, 6h, morning shift)

[[File:working_rule1.png]]

==== Work hours responsibility ====
Determines required total duration of staying at the workplace per day including breaks.

[[File:working_rule2.png]]

'''Example:''' ''8h employment type – work responsibility 8:40 a.m.

==== Flexible working hours ====
We set flexible working hours for its record keeping. This function monitors only the overall monthly total. It is not important how many hours a day the employee spends at the workplace but whether their overall monthly total corresponds with the responsibilities of their type of employment.
We can also set limits on the flexible working hours – i.e. the minimum amount of hours the employee is required to spend at work.

'''Example:'''
''An employee's work shift lasts 8 hours, plus 40 minutes of break, they work flexible working hours but have to spend minimum 6 hours per day at the workplace.
''

[[File:working_rule3.png]]

==== Day starts at ====
If at your company work passes from one day to another (i.e. over midnight) it is necessary to set which day the given worked off time will be counted into. If the time will be counted into the day of arrival to work or into the following day.
For this purpose you will determine when in the system one day will pass into another so that the needed transfer of the night working hours will be covered.

'''Example:'''
''The employee comes to work at 9:30 p.m. and stays until 5:00 a.m. The hours worked off should be counted into the day of departure from work. It is then to be set that a new day does not start at midnight but at 9:00 p.m. of the previous day already. The selected checkbox "previous work day" then means that if the arrival to work on 31/1 at 9:00 p.m. then the hours worked off are counted into 1/2. On the other hand, if we want to count the overall working hours into the day of arrival at work the beginning of a day will be set to 6:00 a.m. and the checkbox "previous work day" will be left clear..''

[[File:working_rule4.png]]

==== Calculation range ====
Ignored time signifies time of arrival and departure beyond the range of paid working hours which is not regarded as a rules violation and will not appear in the attendance as a violation. It is the time during which the employee already can be at the workplace and "prepare for work".
It is usually 10-30 minutes before and after the end of working hours.

'''Example:'''
''The paid working hours start at 6:00 a.m. and end at 8:00 p.m. I know that some employees arrive at work early and I do not want this arrival to be read as a violation of working hours. At the same time I do not want this time to be counted in the worked off working hours. By setting the ignored time I ensure that this early arrival will not be reported as a violation of working hours. ''

[[File:working_rule5.png]]

'''Example:'''
''From the employee's worked off working hours maximum of 40 minutes is subtracted and they have to be present at the workplace from 9:00 a.m. until 12 p.m.''

[[File:working_rule6.png]]

==== Breaks ====
Within the working hours employees take established breaks. It is possible to set the regime of taking and subtraction of breaks in several ways. A break can be
– determined – in a given time interval, of a determined length
- calculated – depending on the worked off hours.

=====Determined=====
By setting determined breaks you can set a time period in which the break must be taken as well as its length. The determined break can assume a flexible or a fixed characteristic.

'''''List of rules of flexible determined breaks

For a flexible break set interval parameters within which the break must be taken and the length of the break. The minimum length of a break then determines the smallest amount of time the break can take up so that it is counted into this period.
A break which an employee marks within a given interval is counted in as such a break. If it is nor marked, this break will be subtracted automatically.

'''Example:'''
''Flexible lunch break can take place in the interval from 10:30 a.m. to 1:00 p.m. and 30 minutes will be subtracted.''

==== Core time ====
Basic working hours determine the time period of an employee having to be present at the workplace.
It determines the time period in which the employee has to arrive the latest and has to depart the earliest –cannot be absent, regardless of whether they have or do not have flexible working hours.

Here you will also enter the time of breaks which are not included in the worked off paid working hours.

'''Example:'''
''From the employee's worked off working hours maximum of 40 minutes is subtracted and they have to be present at the workplace from 9:00 a.m. until 12 p.m.''

[[File:working_rule8.png]]

'''''List of floating break rules'''''

Fixed break determines fixedly given time period of taking a break. There is no space for s flexible taking of a break.

'''Example:'''
''Fixed break is set from 9:00 a.m. to 9:10 a.m. and 10 minutes is subtracted.''

[[File:Pravidla9.png]]

===== Calculated =====
Calculated breaks determine the length in dependence on worked off hours.

'''Example:'''
''After 3 worked off hours a 10 minute break is ordered. After 6 worked off hours a compulsory break of 30 minutes ensues. After 9 hours it is 10 minutes. Worked off hours count from the first arrival at work in a given day.''

It is necessary to choose from the selection "How rules of calculated breaks are used" how to treat the calculation

[[File:Pravidla10.png]]

The minimum length of a break which is to be included – The minimum length of a break determines the shortest amount of time a break can take up so that it is counted into this period.

==== Overtime ====
List of time zones which are considered overtime.
List of time zones will enable setting individual time periods within which worked off time is considered overtime and it falls under an individual manner of calculation – time when work is made advantageous by a benefit.
This time is recorded on a relevant overtime account.

'''''Deposit x% of calculated overtime'''''
This function sets up a target overtime account on which the time worked off in a selected period is recorded. We can distinguish an overtime account for night work, weekend work, public holidays etc.

'''''Insert x % of calculated overtime '''''
Overtime work will be finally reported on the account which was selected. This information can be evaluated and compensated for during the employee wage calculation. One of the options of compensation is also providing a benefit in the form of rising the number of worked off hours if these were completed during the overtime. It is possible to draw substitute holiday from these hours or they are paid for within the standard rate without a benefit and the benefit is determined by rising the number of hours in the system.

'''Example:'''
''Employer provides a 25% benefit. This means that one hour of overtime = 1h 15 min, and this time can be used as a substitute holiday or it will be paid for. Work from 8:00 p.m. to 11:00 p.m. is considered overtime. I can choose what to further do with worked off hours in this time period. I select an account on which this time will be recorded, eventually also the amount of provided benefit in light of which this time will be re-calculated.''

[[File:working_rule7.png]]

==== Reporting zones ====

=====Reporting time zone =====
This bookmark serves only to monitor certain eventualities which may occur. It allows you to get an overview of the required information without any intervention in the distribution of hours and calculations, and thus effectively monitor the behaviour of the employees.

'''Example:'''
''I am interested to know who and how often they stay at work from 8:00 p.m. to 10:00 p.m. and who has it counted as "night work". This information will help me for example to filter out unwanted frequent night work in order to get a benefit.''

'''How to:'''
Set a reporting zone period and an account where this time is saved.

[[File:Pravidla12.png]]

===== Reporting by event logs =====

Here you can select an event to be reported and the account in which this time will be recorded.

[[File:Pravidla12a.png]]

===== Default account in which the time worked is credited =====

Here you can select a default account in which the time worked will be credited.

==== Public holiday settings ====
In the basic setting public holiday is conceived as a day when a work responsibility does not arise. If your company's needs are different, this setting allows you to set public holiday to workday mode.
The option to keep records of missed time on the account of public holiday absence is a function of an informative character. In its use you will get an overview of hours missing because of a public holiday without the employees appearing to have violated working hours. If you want to use this option it is necessary to create a public holiday absence account in accounts.

'''Example:'''
''If a weekday happens to be a public holiday this day is conceived as a day off, if the checkbox Work during a public holiday is selected then it is in the work day mode. ''

[[File:Pravidla13.png]]

'''Click on "Save"'''

==== Punch rounding ====
These two functions are executed by rounding of entry and exit time. The entry is rounded upwards to the nearest multiple of the selected time, exit is on the contrary rounded downwards to the nearest multiple of the selected time. The rule is always advantageous for the employer.

pravidlo13a

==== Rounding off the time ====
These two functions carry out rounding off of entry and exit times. The entry is rounded up to the nearest
multiple of the selected time, while the exit is rounded down to the nearest multiple of the selected time.

The rule is always advantageous for the employer.

Several options may be selected:

* Do nothing - rounding off the time is off
* Round off the time recorded - the time is rounded off to the nearest multiple selected by you.
* Shift the time record - the record is shifted. A positive number shifts the record forwards, a negative number shifts the record backwards.
* Shift and then round off the time recorded - a combination of rounding off and shifting the time recorded.

“Click on “Save””

== How to: the daily rules switch ==

The daily rules switch allows you to set the conditions of the shift operation in the company. To determine the relevant shift we will designate a time period in which the arrival is evaluated as a morning, an afternoon or a night shift. Based on such set rules the system will choose a specific evaluation mode of a given employee's attendance.
Within the framework of the daily rules switch the choice of applying of a specific rule in case of a full-day absence is handled at the same time.

'''How to:'''

* '''Click on "Create rule"'''
Select from the type of rules "daily rules switch"

[[File:Pravidla14.png]]

* '''Rule name:''' We recommend a short fitting name

[[File:Pravidla15.png]]

* '''Rules for day working rule selection:''' You will set the time of arrivals range to shift operation and to what shift this arrival is categorized.

'''Example:'''
''Employee arrives between 4:00 a.m. and 7:00 a.m. – their attendance will be categorized in the pre-defined shift "8h". If they arrive between 1:00 p.m. and 3:00 p.m. the attendance will be categorized into the pre-defined shift "6h/p"
''

[[File:Pravidla16.png]]

==== Rule selection, when not at work. ====
In the event that an employee does not arrive at work throughout the course of the whole day, it is possible to use this function to determine in advance the rule to be applied. If they do not have a work responsibility every day it is not necessary to specify this option.

[[File:Pravidla17.png]]

== How to: weekly rule ==
Weekly rule will determine the dispersion of entitlement to employees' attendance during the work week. In this way it is possible to specify different requirements for specific days in the week – e.g. office days.

'''Example:''' ''Mandatory presence at the workplace of the company is required on Monday and Tuesday from 8:00 a.m. to 4:00 p.m., other days only from 8:00 a.m. to 2:00 p.m. Within the framework of the weekly rule I will choose from the created portfolio of daily rules and assign these to the respective days.''

* '''Click on "Create rule"'''
Select from the rule types "week rule"

[[File:Pravidla18.png]]

=== Rule setting ===
* '''Rule name:''' We recommend a short fitting name

[[File:Pravidla19.png]]

* '''Rules for week days:''' Here for each day you can pick from already pre-defined daily rules

[[File:Pravidla20.png]]

'''Click on "Save"'''

== List of existing work rules ==

[[File:Pravidla21.png]]

Individual rules on the displayed list of existing working rules can be edited, a copy can be created (recommended when creating similar rules) or they can be deleted.
In case of deletion (not recommended) some already set rules can stop working.
----

[[Public holidays calendar editor|Next page]]

[[Holiday yearly deposit rules|Previous page]]

[[iTA Help|Back to home page]]

Working rules

2019-11-05T13:26:01Z

Zwseditor:

Work rules specify type of employment, working hours, responsibilities and other conditions of subsequent evaluation of employee attendance. Here you can set specific demands placed on the employees and document their violations.
After the setting is done the system will monitor the following of rules by a employee and it will highlight their violations in the overview.

== Types of work rules ==

* daily (e.g. 8h, 6h)
* weekly (distinguishing working hours in individual days – e.g. authorities)
* daily rules switch

First, we will set individual types of daily rules on which the weekly rules will be based later. Weekly rules set up in this way can subsequently be assigned to individual employees. The daily rule settings are very complex. Within the framework of a daily rule we will determine:

* name
* work responsibility
* flexible working hours
* day starts at
* basic working hours
* range of paid working hours
* ignored time
* breaks
* overtime
* reporting zones
* public holiday settings

It is not necessary to set shortened or part-time employment, these can be determined while entering the employee by choosing the type of employment proportionally 6h = 75%, 4h = 50%

== How to set a daily rule ==
Create a summary of all types of daily rules which will apply your company.

* ''' Click on "Create rule"'''

[[File:Pravidla1.png]]

Type of new rule – Select daily rule

=== Rule settings ===

* ''' Rule name:''' name (we recommend short names 8h, 6h, morning shift)

[[File:working_rule1.png]]

==== Work hours responsibility ====
Determines required total duration of staying at the workplace per day including breaks.

[[File:working_rule2.png]]

'''Example:''' ''8h employment type – work responsibility 8:40 a.m.

==== Flexible working hours ====
We set flexible working hours for its record keeping. This function monitors only the overall monthly total. It is not important how many hours a day the employee spends at the workplace but whether their overall monthly total corresponds with the responsibilities of their type of employment.
We can also set limits on the flexible working hours – i.e. the minimum amount of hours the employee is required to spend at work.

'''Example:'''
''An employee's work shift lasts 8 hours, plus 40 minutes of break, they work flexible working hours but have to spend minimum 6 hours per day at the workplace.
''

[[File:working_rule3.png]]

==== Day starts at ====
If at your company work passes from one day to another (i.e. over midnight) it is necessary to set which day the given worked off time will be counted into. If the time will be counted into the day of arrival to work or into the following day.
For this purpose you will determine when in the system one day will pass into another so that the needed transfer of the night working hours will be covered.

'''Example:'''
''The employee comes to work at 9:30 p.m. and stays until 5:00 a.m. The hours worked off should be counted into the day of departure from work. It is then to be set that a new day does not start at midnight but at 9:00 p.m. of the previous day already. The selected checkbox "previous work day" then means that if the arrival to work on 31/1 at 9:00 p.m. then the hours worked off are counted into 1/2. On the other hand, if we want to count the overall working hours into the day of arrival at work the beginning of a day will be set to 6:00 a.m. and the checkbox "previous work day" will be left clear..''

[[File:working_rule4.png]]

==== Calculation range ====
Ignored time signifies time of arrival and departure beyond the range of paid working hours which is not regarded as a rules violation and will not appear in the attendance as a violation. It is the time during which the employee already can be at the workplace and "prepare for work".
It is usually 10-30 minutes before and after the end of working hours.

'''Example:'''
''The paid working hours start at 6:00 a.m. and end at 8:00 p.m. I know that some employees arrive at work early and I do not want this arrival to be read as a violation of working hours. At the same time I do not want this time to be counted in the worked off working hours. By setting the ignored time I ensure that this early arrival will not be reported as a violation of working hours. ''

[[File:working_rule5.png]]

==== Core time ====
Basic working hours determine the time period of an employee having to be present at the workplace.
It determines the time period in which the employee has to arrive the latest and has to depart the earliest –cannot be absent, regardless of whether they have or do not have flexible working hours.

Here you will also enter the time of breaks which are not included in the worked off paid working hours.

'''Example:'''
''From the employee's worked off working hours maximum of 40 minutes is subtracted and they have to be present at the workplace from 9:00 a.m. until 12 p.m.''

[[File:working_rule6.png]]

==== Breaks ====
Within the working hours employees take established breaks. It is possible to set the regime of taking and subtraction of breaks in several ways. A break can be
– determined – in a given time interval, of a determined length
- calculated – depending on the worked off hours.

=====Determined=====
By setting determined breaks you can set a time period in which the break must be taken as well as its length. The determined break can assume a flexible or a fixed characteristic.

'''''List of rules of flexible determined breaks

For a flexible break set interval parameters within which the break must be taken and the length of the break. The minimum length of a break then determines the smallest amount of time the break can take up so that it is counted into this period.
A break which an employee marks within a given interval is counted in as such a break. If it is nor marked, this break will be subtracted automatically.

'''Example:'''
''Flexible lunch break can take place in the interval from 10:30 a.m. to 1:00 p.m. and 30 minutes will be subtracted.''

[[File:working_rule8.png]]

'''''List of floating break rules'''''

Fixed break determines fixedly given time period of taking a break. There is no space for s flexible taking of a break.

'''Example:'''
''Fixed break is set from 9:00 a.m. to 9:10 a.m. and 10 minutes is subtracted.''

[[File:Pravidla9.png]]

===== Calculated =====
Calculated breaks determine the length in dependence on worked off hours.

'''Example:'''
''After 3 worked off hours a 10 minute break is ordered. After 6 worked off hours a compulsory break of 30 minutes ensues. After 9 hours it is 10 minutes. Worked off hours count from the first arrival at work in a given day.''

It is necessary to choose from the selection "How rules of calculated breaks are used" how to treat the calculation

[[File:Pravidla10.png]]

The minimum length of a break which is to be included – The minimum length of a break determines the shortest amount of time a break can take up so that it is counted into this period.

==== Overtime ====
List of time zones which are considered overtime.
List of time zones will enable setting individual time periods within which worked off time is considered overtime and it falls under an individual manner of calculation – time when work is made advantageous by a benefit.
This time is recorded on a relevant overtime account.

'''''Deposit x% of calculated overtime'''''
This function sets up a target overtime account on which the time worked off in a selected period is recorded. We can distinguish an overtime account for night work, weekend work, public holidays etc.

'''''Insert x % of calculated overtime '''''
Overtime work will be finally reported on the account which was selected. This information can be evaluated and compensated for during the employee wage calculation. One of the options of compensation is also providing a benefit in the form of rising the number of worked off hours if these were completed during the overtime. It is possible to draw substitute holiday from these hours or they are paid for within the standard rate without a benefit and the benefit is determined by rising the number of hours in the system.

'''Example:'''
''Employer provides a 25% benefit. This means that one hour of overtime = 1h 15 min, and this time can be used as a substitute holiday or it will be paid for. Work from 8:00 p.m. to 11:00 p.m. is considered overtime. I can choose what to further do with worked off hours in this time period. I select an account on which this time will be recorded, eventually also the amount of provided benefit in light of which this time will be re-calculated.''

[[File:working_rule7.png]]

==== Reporting zones ====

=====Reporting time zone =====
This bookmark serves only to monitor certain eventualities which may occur. It allows you to get an overview of the required information without any intervention in the distribution of hours and calculations, and thus effectively monitor the behaviour of the employees.

'''Example:'''
''I am interested to know who and how often they stay at work from 8:00 p.m. to 10:00 p.m. and who has it counted as "night work". This information will help me for example to filter out unwanted frequent night work in order to get a benefit.''

'''How to:'''
Set a reporting zone period and an account where this time is saved.

[[File:Pravidla12.png]]

===== Reporting by event logs =====

Here you can select an event to be reported and the account in which this time will be recorded.

[[File:Pravidla12a.png]]

===== Default account in which the time worked is credited =====

Here you can select a default account in which the time worked will be credited.

==== Public holiday settings ====
In the basic setting public holiday is conceived as a day when a work responsibility does not arise. If your company's needs are different, this setting allows you to set public holiday to workday mode.
The option to keep records of missed time on the account of public holiday absence is a function of an informative character. In its use you will get an overview of hours missing because of a public holiday without the employees appearing to have violated working hours. If you want to use this option it is necessary to create a public holiday absence account in accounts.

'''Example:'''
''If a weekday happens to be a public holiday this day is conceived as a day off, if the checkbox Work during a public holiday is selected then it is in the work day mode. ''

[[File:Pravidla13.png]]

'''Click on "Save"'''

==== Punch rounding ====
These two functions are executed by rounding of entry and exit time. The entry is rounded upwards to the nearest multiple of the selected time, exit is on the contrary rounded downwards to the nearest multiple of the selected time. The rule is always advantageous for the employer.

pravidlo13a

==== Rounding off the time ====
These two functions carry out rounding off of entry and exit times. The entry is rounded up to the nearest
multiple of the selected time, while the exit is rounded down to the nearest multiple of the selected time.

The rule is always advantageous for the employer.

Several options may be selected:

* Do nothing - rounding off the time is off
* Round off the time recorded - the time is rounded off to the nearest multiple selected by you.
* Shift the time record - the record is shifted. A positive number shifts the record forwards, a negative number shifts the record backwards.
* Shift and then round off the time recorded - a combination of rounding off and shifting the time recorded.

“Click on “Save””

== How to: the daily rules switch ==

The daily rules switch allows you to set the conditions of the shift operation in the company. To determine the relevant shift we will designate a time period in which the arrival is evaluated as a morning, an afternoon or a night shift. Based on such set rules the system will choose a specific evaluation mode of a given employee's attendance.
Within the framework of the daily rules switch the choice of applying of a specific rule in case of a full-day absence is handled at the same time.

'''How to:'''

* '''Click on "Create rule"'''
Select from the type of rules "daily rules switch"

[[File:Pravidla14.png]]

* '''Rule name:''' We recommend a short fitting name

[[File:Pravidla15.png]]

* '''Rules for day working rule selection:''' You will set the time of arrivals range to shift operation and to what shift this arrival is categorized.

'''Example:'''
''Employee arrives between 4:00 a.m. and 7:00 a.m. – their attendance will be categorized in the pre-defined shift "8h". If they arrive between 1:00 p.m. and 3:00 p.m. the attendance will be categorized into the pre-defined shift "6h/p"
''

[[File:Pravidla16.png]]

==== Rule selection, when not at work. ====
In the event that an employee does not arrive at work throughout the course of the whole day, it is possible to use this function to determine in advance the rule to be applied. If they do not have a work responsibility every day it is not necessary to specify this option.

[[File:Pravidla17.png]]

== How to: weekly rule ==
Weekly rule will determine the dispersion of entitlement to employees' attendance during the work week. In this way it is possible to specify different requirements for specific days in the week – e.g. office days.

'''Example:''' ''Mandatory presence at the workplace of the company is required on Monday and Tuesday from 8:00 a.m. to 4:00 p.m., other days only from 8:00 a.m. to 2:00 p.m. Within the framework of the weekly rule I will choose from the created portfolio of daily rules and assign these to the respective days.''

* '''Click on "Create rule"'''
Select from the rule types "week rule"

[[File:Pravidla18.png]]

=== Rule setting ===
* '''Rule name:''' We recommend a short fitting name

[[File:Pravidla19.png]]

* '''Rules for week days:''' Here for each day you can pick from already pre-defined daily rules

[[File:Pravidla20.png]]

'''Click on "Save"'''

== List of existing work rules ==

[[File:Pravidla21.png]]

Individual rules on the displayed list of existing working rules can be edited, a copy can be created (recommended when creating similar rules) or they can be deleted.
In case of deletion (not recommended) some already set rules can stop working.
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[[Holiday yearly deposit rules|Previous page]]

[[iTA Help|Back to home page]]

File:Working rule8.png

2019-11-05T13:24:50Z

Zwseditor:

Working rules

2019-11-05T13:02:10Z

2017-09-01T13:08:08Z

Zwseditor:

[[v1.4.8]] (27.8.2017)

----
[[Your account|Previous page]]

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Update list

2017-09-01T13:07:41Z

Zwseditor:

[[v1.4.8]] (27.8.2017)

----

[[FAQ|Next page]]

[[iTA Help|Back to home page]]

V1.4.8

2017-09-01T13:06:31Z

Zwseditor: Created page with "* Approving the attendance with the possibility of sending the events by e-mail to Employees enables them to plan vacations; the employer can approve or reject the vacations a..."

* Approving the attendance with the possibility of sending the events by e-mail to Employees enables them to plan vacations; the employer can approve or reject the vacations and send an information e-mail about their decision.
* Report scheduling - this function allows you to schedule a report that will be sent to pre-selected addresses on a regular basis (e.g., sending statements of work to all employees every month).
* Creative report - the user can generate the attendance report as required.
* Rounding off the time worked - now the user can round off the time worked always or within a specified range.
* Black / white list of employees - allows you to create lists of employees who are / are not authorized to use a specific terminal.
* Transferring a break to absence - a list of marked breaks that can be individually transferred to absence.
* Basic support for monitoring the work on individual projects - using events and rules for these events.
* The possibility of creating user-defined data reports and exports. The function allows customized report templates to be created when needed.
* Slovak added

Update list

2017-09-01T13:06:13Z

Zwseditor: Created page with "v1.4.8 (27.8.2017) ---- Předchozí stránka Zpět na hlavní stránku"

[[v1.4.8]] (27.8.2017)

----

[[Videonávody|Předchozí stránka]]

[[Nápověda iTA|Zpět na hlavní stránku]]

ITA Help

2017-09-01T13:05:31Z

Zwseditor:

You have purchased a modern cloud attendance system which features a broad portfolio of individualization options just for your company.

This guide will introduce you to all the options of the system as well as guide you clearly through the settings of individual areas so that you can take full advantage of all the functions available to you.

We recommend you to peruse this guide and to follow the presented order of individual activities during the setting. In this way you will speed up and streamline the entire process of putting the system into operation.

# [[Administration interface]]
## [[Login]]
## [[Settings]]
### [[Time, absence and holiday accounts]]
### [[Account transfer rules]]
### [[Holiday yearly deposit rules]]
### [[Working rules]]
### [[Public holidays calendar editor]]
### [[Terminals]]
### [[Edit employee monitored fields]]
### [[Enumerations]]
### [[Events and messages]]
## [[Employees]]
## [[Time attendance]]
## [[Approval]]
## [[Reports]]
## [[Dashboard]]
## [[Your account]]
## [[Update list]]
## [[FAQ]]
# [[Employee interface]]
## [[Login - employees]]
## [[Dashboard - employees]]
## [[Daily view]]
## [[Yearly view]]
## [[Approval - employees]]

2017-09-01T12:36:44Z

Zwseditor:

You have purchased a modern cloud attendance system which features a broad portfolio of individualization options just for your company.

This guide will introduce you to all the options of the system as well as guide you clearly through the settings of individual areas so that you can take full advantage of all the functions available to you.

We recommend you to peruse this guide and to follow the presented order of individual activities during the setting. In this way you will speed up and streamline the entire process of putting the system into operation.

# [[Administration interface]]
## [[Login]]
## [[Settings]]
### [[Time, absence and holiday accounts]]
### [[Account transfer rules]]
### [[Holiday yearly deposit rules]]
### [[Working rules]]
### [[Public holidays calendar editor]]
### [[Terminals]]
### [[Edit employee monitored fields]]
### [[Enumerations]]
### [[Events and messages]]
## [[Employees]]
## [[Time attendance]]
## [[Approval]]
## [[Reports]]
## [[Dashboard]]
## [[Your account]]
## [[FAQ]]
# [[Employee interface]]
## [[Login - employees]]
## [[Dashboard - employees]]
## [[Daily view]]
## [[Yearly view]]
## [[Approval - employees]]