Answered

Shift configuration

O
Rank
Badge

Hello community!! 

Here at Pro a Pro we are facing a slightly discomforting situation with the time tracking. We work a shorter shift on Fridays usually, but this situation also applies to Festivities Eve’s (i.e. if a Wednesday is an official Festivity, we will have a short shift on Tuesday AND on Friday that week). 

Due to the shifts configuration in Personio, we have the shorter shift contemplated for Fridays, but we realized that when we have the festivity situation, the system “expects” a longer shift, and therefore is showing to all employees a message stating they haven’t completed the expected shift. 

Is anyone else facing a similar situation? How could this be solved? 

 

I’ve seen this post 

With a similar scenario, but the solution states deactivating the “Track deficit hours and Deduct hours options if possible ✅”, and this raises another question: would that mean that we would have visibility on overtime and compensated hours still? This is something that we are required to do. 

Happy to hear other people’s experience with this situations :) 

icon

Best answer by International Support Team 15 May 2023, 11:03

View original

10 replies

I
Rank
Userlevel 5

Hey @Oscar 

Yes exactly as you mentioned I would recommend turning off the track deficit hours option for the work schedule, while keeping the track overtime hours enabled. What this will do is stop the hours on weeks with festivities from being counted as deficit hours which are then balanced against overtime. To answer your second question, you will still be able to track overtime without issue, as in the circumstances the employee works over the inputted hours for the day, overtime will be added.

In my demo account, I put in a work schedule with the same details you have provided and put the hours less on a Friday.

 

On the Tuesday, I tracked less hours than specified in the work schedule (Based on festivity example) and no deficit hours were counted. Additionally on the Friday where it is a shorter day, I tracked time over the specified hours in the working schedule and it counted this as overtime. 

 

If you run into any difficulties with this, please let me know and I will guide further.

Best,

Conor

 

Was the answer helpful? Please mark a comment as "Best Answer"! Please beware that moderators may modify the title of your posts to make them easier to find for other users
O
Rank
Badge

Hi @International Support Team 

Thanks for the response! With this configuration you propose, what would be the effect on the whole monthly balance in case someone works less hours than required? Would that still be reflected? 

 

I
Rank
Userlevel 5

Hey @Oscar 

Good question 😃

To add to my point, I would advise creating an hour based absence type for the festivity and for the hours that the employee misses due to the shorter shift, I would input this absence. This will deduct the hours from the monthly goal and ensure that even though the employee works a shorter shift, it is not showing an incorrect balance for hours not worked. 

Example

Absence inputted from 2.30pm to 5.00pm

 

Attendance tab inputted working hours from 9am to 2.30pm

 

Happy to guide further on any other questions you have.

Best regards,

Conor

Was the answer helpful? Please mark a comment as "Best Answer"! Please beware that moderators may modify the title of your posts to make them easier to find for other users
O
Rank
Badge

Hi @International Support Team , 

Will check configuring the combination of both factors. We have created the absences and tested it but I don’t see the deduction from the monthly balance working well, maybe due to the “track deficit hours” being active. 

Best regards, 

 

O
Rank
Badge

Hi @International Support Team, 

Run a test and it’s not computing correctly the monthly target time. Not sure if it can be seen clearly but with the configuration of the schedule keeping track of overtime (not deficit) and with a 2:30h absence to shorten the eve, the target time for the month shows 145:30 when as you can see, completing all days as per usual should sum up 143. 

Not sure where the mishap could be :( 

 

I
Rank
Userlevel 5

Hey @Oscar 

Could I ask you to hover over the i icon beside the Monthly Goal and let me know what it is saying there? A screenshot of the hours deducted while hovering over this will allow me to work out what may be happening here.

Best regards, 

Conor

Was the answer helpful? Please mark a comment as "Best Answer"! Please beware that moderators may modify the title of your posts to make them easier to find for other users
O
Rank
Badge

Hi @International Support Team , find here the snapshot, as you can see it’s deducting some hours, but not the hour based absence type. If I sum the hours work per day theorically sums 143, which is what is registered, but the target goal is still at 145:30. :) 

I
Rank
Userlevel 5

Hey @Oscar,

I think this may be due to the absence settings for the hour based absence type.

Could you navigate to the settings of this absence type and ensure that the option for Consider time tracked during absences of this type as overtime is enabled. Once this has been set, the additional 2.5 hours should now be deducted from the Monthly goal.

Please let me know if still does not work.

Best regards, 

Conor

Was the answer helpful? Please mark a comment as "Best Answer"! Please beware that moderators may modify the title of your posts to make them easier to find for other users
O
Rank
Badge

Hi @International Support Team, ¡IT WORKED! Thank you very much for your support. 

I
Rank
Userlevel 5

Hey @Oscar 

Glad to help 😁

Best,

Conor

Was the answer helpful? Please mark a comment as "Best Answer"! Please beware that moderators may modify the title of your posts to make them easier to find for other users

Your reply


Terms & Conditions of the Personio Voyager Community