Difference between revisions of "Time, absence and holiday accounts"
| Line 1: | Line 1: | ||
| − | + | 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. | |
| − | |||
[[File:Ucty1.png|800px]] | [[File:Ucty1.png|800px]] | ||
| − | == | + | == How to: == |
| − | * ''' | + | * ''' Click on „Add account“''' |
[[File:Ucty2.png|800px]] | [[File:Ucty2.png|800px]] | ||
| − | * ''' | + | * '''Name account:''' We recommend picking a short, fitting name (holiday, sickness, night work) |
| − | * ''' | + | * '''Option of a more detailed description''' not required |
| − | * ''' | + | * '''Account type''' |
| − | - | + | - Balance: account can be positive and negative |
| − | - | + | - Absence: negative |
| − | - | + | - Overtime: positive |
| − | - Report: | + | - Report: "used for the purpose of reporting..." |
[[File:Ucty3.png]] | [[File:Ucty3.png]] | ||
| − | + | Account maintained in time units | |
| − | + | Set the type of time units in which the account will be maintained | |
[[File:Ucty4.png]] | [[File:Ucty4.png]] | ||
| − | ''' | + | ''' Click on „Save the account setting“''' |
| − | + | 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. | |
| − | [[Account transfer rules| | + | [[Account transfer rules|Next page]] |
| − | [[Settings| | + | [[Settings|Previous page]] |
| − | [[iTA Help| | + | [[iTA Help|Back to home page]] |
Revision as of 10:09, 8 December 2015
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.
How to:
- Click on „Add account“
- Name account: We recommend picking a short, fitting name (holiday, sickness, night work)
- Option of a more detailed description not required
- Account type
- Balance: account can be positive and negative
- Absence: negative
- Overtime: positive
- Report: "used for the purpose of reporting..."
Account maintained in time units Set the type of time units in which the account will be maintained
Click on „Save the account setting“
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.
