Difference between revisions of "Time, absence and holiday accounts"
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| − | + | Individual accounts are used for the identification and classification of information gathered based on work rules. On these accounts you have the possibility to keep a record of the length of an employee's absence and match it with a reason, to classify incurred overtimes etc. | |
| − | ''' | + | '''Example:''' ''Holiday, sickness, tending to a sick family member, night work, weekend work, ...'' |
| + | We can set up 4 types of accounts depending on their intended functions: | ||
| + | * Balance – this account can have positive and negative values | ||
| − | + | * Absence – always negative, record of negative values - of absence | |
| − | * | ||
| − | * | + | * Overtime – always positive, record of overtime |
| − | * | + | * Report – "used for the purpose of reporting..." - This account only presents information, monitors a certain activity. E.g. how many hours were worked off by which person in a time period of night work, at weekends etc. |
| − | |||
| + | While setting up the accounts, carefully consider what actualities regarding your employees you will keep a record of so that they will not be missing during the subsequent rules setting. | ||
| − | + | Holiday and balance accounts have already been pre-defined. These accounts are necessary for keeping attendance. | |
| − | |||
| − | + | Abbreviation – This field shows the abbreviation under which it is possible to search for this account in the attendance for easier orientation | |
| + | Colour – This field shows the colour under which it is possible to search for this account in the attendance for easier orientation | ||
| − | == | + | [[File:Ucty1.png]] |
| + | |||
| + | |||
| + | == How to: == | ||
| − | * ''' | + | * ''' Click on „Create new account“''' |
| + | |||
| + | |||
| + | [[File:Ucty2.png]] | ||
| − | |||
| − | * ''' | + | * '''Name of the account:''' We recommend picking a short, fitting name (holiday, sickness, night work) |
| − | * ''' | + | * '''Description''' not required |
| − | * ''' | + | * '''Type of the account''' |
| − | - | + | - Balance: account can be positive and negative |
| − | - | + | - Absence: negative |
| − | - | + | - Overtime: positive |
| − | - Report: | + | - Report: "used for the purpose of reporting..." |
| + | |||
| + | * '''Color associated''' - Set the color of the account in which the color of the account is maintained. This color will be used in the calendar attendance for clear orientation in warnings within individual days. | ||
[[File:Ucty3.png]] | [[File:Ucty3.png]] | ||
| − | |||
| − | |||
| − | [[File: | + | Account maintained in time units |
| + | Set the type of time units in which the account will be maintained | ||
| + | |||
| + | |||
| + | [[File:barva1.png]] | ||
| + | |||
| + | |||
| + | ''' Click on „Create account“''' | ||
| + | |||
| + | Never forget to save the carried out setting | ||
| + | |||
| + | == List of existing accounts: == | ||
| + | |||
| + | Individual time accounts viewed on the list can be deactivated, deleted and their status history followed. | ||
| + | In case of their deactivation the accounts of those employees and rules remain functional which had already been used but they do not appear anymore in the selection options. | ||
| + | In case of deletion (we do not recommend it) some already set up rules can stop working. | ||
| + | |||
| + | There is a possibility of changing the ranking in which the individual accounts shall be displayed. | ||
| + | |||
| + | • Click “Change sort order” | ||
| + | |||
| + | |||
| + | |||
| + | |||
| + | [[File:Ucty5a.png]] | ||
| + | |||
| + | Here, you use the up and down arrows to adjust the rank at which you wish to display the account | ||
| + | |||
| + | |||
| + | [[File:Ucty6a.png]] | ||
| + | |||
| + | |||
| + | Now, you only click the “Store current sort order” item | ||
| − | + | == Balance history of account == | |
| − | + | You can see all the changes effectuated on chosen account for chosen employee here. | |
| − | + | [[File:Ucty7a.png]] | |
| − | + | ---- | |
| − | |||
| − | |||
| − | [[ | + | [[Account transfer rules|Next page]] |
| − | [[Settings| | + | [[Settings|Previous page]] |
| − | [[iTA Help| | + | [[iTA Help|Back to home page]] |
Latest revision as of 08:31, 5 November 2019
Individual accounts are used for the identification and classification of information gathered based on work rules. On these accounts you have the possibility to keep a record of the length of an employee's absence and match it with a reason, to classify incurred overtimes etc.
Example: Holiday, sickness, tending to a sick family member, night work, weekend work, ...
We can set up 4 types of accounts depending on their intended functions:
- Balance – this account can have positive and negative values
- Absence – always negative, record of negative values - of absence
- Overtime – always positive, record of overtime
- Report – "used for the purpose of reporting..." - This account only presents information, monitors a certain activity. E.g. how many hours were worked off by which person in a time period of night work, at weekends etc.
While setting up the accounts, carefully consider what actualities regarding your employees you will keep a record of so that they will not be missing during the subsequent rules setting.
Holiday and balance accounts have already been pre-defined. These accounts are necessary for keeping attendance.
Abbreviation – This field shows the abbreviation under which it is possible to search for this account in the attendance for easier orientation
Colour – This field shows the colour under which it is possible to search for this account in the attendance for easier orientation
How to:
- Click on „Create new account“
- Name of the account: We recommend picking a short, fitting name (holiday, sickness, night work)
- Description not required
- Type of the account
- Balance: account can be positive and negative
- Absence: negative
- Overtime: positive
- Report: "used for the purpose of reporting..."
- Color associated - Set the color of the account in which the color of the account is maintained. This color will be used in the calendar attendance for clear orientation in warnings within individual days.
Account maintained in time units
Set the type of time units in which the account will be maintained
Click on „Create account“
Never forget to save the carried out setting
List of existing accounts:
Individual time accounts viewed on the list can be deactivated, deleted and their status history followed. In case of their deactivation the accounts of those employees and rules remain functional which had already been used but they do not appear anymore in the selection options. In case of deletion (we do not recommend it) some already set up rules can stop working.
There is a possibility of changing the ranking in which the individual accounts shall be displayed.
• Click “Change sort order”
Here, you use the up and down arrows to adjust the rank at which you wish to display the account
Now, you only click the “Store current sort order” item
Balance history of account
You can see all the changes effectuated on chosen account for chosen employee here.
