Loading...
 

Working hours account

Working hours account

Description

The working time account is used to enter and keep track of daily working times, absences (e.g. sick, holiday, school), as well as an employee's annual holiday entitlements.

For an employee, absence times and holiday entitlements can generally be maintained; if the employee is also a working time recorder, then the daily attendance times can also be recorded: via a time recording terminal or - if forgotten there - can also be subsequently maintained here in the working time account.

In the working time account, the yearly and monthly balances are displayed for the various working times and/or absences and, in the case of working time record ers, weekly and daily balances are also displayed.

Functionality

Input window

This window is used to maintain working time accounts. You can select a working time account in different ways:

  • Enter the desired personnel number in the "Employee" field and confirm with RETURN.
  • Press the "..." button to open the selection window .
  • Enter the surname or part of the surname of the desired employee in the "Name" field.
  • Confirm with RETURN in the "Name" field without input and select the employee via drop-down menu.
    • Here, even in the case of multiple hits, the corresponding employee can be selected after entering a surname.
  • If the employee is also a working time recorder, their identification for the time recording terminal can be entered in the card number field.
Menu
Menu item Description
Edit -
: Accounting for absences

After selecting this menu item, an input screen appears which can be used to enter the planned working time per day in the working time account for a freely selectable period of the personnel calendar and a "to date" within this period. The target working time is determined via the working time model assigned to the employee.

For past days (all days before "today") an error log is output if - for a given target working time - neither an actual working time nor an absence time is entered.

: Open annual holiday account With this selection you branch to the application for opening annual holiday accounts

Toolbar
Symbol Description
save.png Save
 CX_PERSON.png Person
 CX_STAFF_MEMBER.png Employees
copytoclipboard.png Show report

Fields
Field Description
Employees
: Employees Selection of the employee by entering his personnel number
: Name Selection of the employee by entering the last name of the employee
: card number Selection of the employee by entering the (flexitime, access control, ...) badge number of the employee
Attendance times
: Period of time Select the period for which you want to list the working hours of the previously selected employee. You can enter a specific date (e.g. 1.3.2023), a from-to date (e.g. 1.3.2023-15.3.2023) , a month (e.g. June 2023) or a year (e.g. 2023) as the period.
Absences
: Last absenteeism accountingOutput of the date when the absenteeism accounting was last carried out.
: listList of the existing absences
: Edit absenteeism-
: : Periodic dateBy activating the checkbox, the date fields are hidden and the weekday selection appears.
: : Date Select the start date of the absence.
: : Type of absence

Select the type of absence (e.g. leave, sickness, maternity leave, etc.).

Attention
For the absence type "special leave", it must be ensured that the special leave field in the leave entitlement must be adjusted accordingly in parallel.

: : until date Select the end date of the absence. This field appears only if the type of absence allows a duration of more than one day.
: : WeekdaysThe weekday selection only appears if the checkbox "Periodic date" is set.
: : Duration Specify the duration of the absence in hours. This field appears only if the absence type allows a duration in hours.
:: Comment Insert a comment about the absence.
Holiday entitlement
: yearSelection for which year the leave account is to be displayed.
: Leave account-
: : Carry over from previous year Unused leave days of the previous year.
: : Entitlement in the selected yearEntitlement of leave days in the selected year.
: : Severely disabled Insert entitlement to additional days of leave for severely disabled persons.
: : Special leave

Enter granted special leave. This must already be entered here as a recognised entitlement when the employee applies for or notifies the leave to which he is entitled. If the absence time "special leave" is then recorded, this will be deducted from the total leave entitlement - i.e. including the special leave.

If the special leave is not entered here, then "too many" days of leave are deducted from the employee's entitlement.

: : : Text Enter the reason for the special leave.
: : Total Total leave days for the selected year.
: : Requested for selected year.Number of requested days of leave in the selected year.
: : : TakenNumber of days of leave taken in the selected year.
: : : perDate on which the days of leave taken were entered.
: : Not applied forDays of leave not applied for in the selected year.
: Educational leave-
: : carry over from previous yearUnused leave days of the previous year.
: : Entitlement in the selected yearEntitlement of leave days in the selected year.
: : TotalTotal days of leave for the selected year.
: : Requested for selected year.Number of requested days of leave in the selected year.
: : : TakenNumber of days of leave taken in the selected year.
: : : perDate on which the days of leave taken were entered.
: : Not applied forDays of leave not applied for in the selected year.
Annual and monthly balances
years

List of annual working time accounts. The column values are total values of the monthly values displayed in the lower list. By selecting an annual account, the monthly accounts of the selected year are displayed in the list below.

After selecting a line, the following context menu can be called up by right-clicking:

Context menuDescription
List time bookingsThe time bookings of the annual account are listed.
Edit annual balanceThe annual balance account can be maintained with regard to a possible carry-forward balance (e.g. the balance from the previous year from another system or a previously manual entry).
Months

List of monthly working times. After selecting a line, the following context menu can be called up using the right mouse button:

Context menuDescription
List time bookingsThe time bookings of the monthly balance are listed.
Edit monthly balanceThe monthly balance account can be maintained with regard to a possible balance carried forward (e.g. the balance from the previous month from another system or a previously manual entry) and/or a number of hours paid out. A comment can also be entered for this.
Add monthly balance line manuallyA balance account can be added manually for a month that does not yet exist, e.g. for the subsequent entry of balances from another system.
Remove monthly balance lineMonthly balances without a time balance and without posting can also be removed manually.

Working time bookings-
: listList of working time bookings
: Edit working time bookings-
: : dateDate of the working time booking
: : operationSelection of the operation of the working time booking
: : timeTime of the working time booking
: : commentComment on the working time booking
Buttons
button Description
... Open the selection window .
 CX_CALENDAR.png Open the calendar .
Delete absence timeDelete selected absence time.
Copy missing timeThe absence times recorded for an employee can be copied to the working time accounts of other employees (see here). Thus, for example, generally valid company holidays can be copied from one employee to all other employees.
New absence Enter a new absence time.
Book absence timeBook the entered absence time.

Copy absences

In this window, on the one hand the absences - of the currently selected employee - are specified and on the other hand the (other) employees to whom these absences are to be copied. This application helps e.g. to record company holidays, an absence that must be stored in all employees (unless it is entered in the company calendar (Locales)).


Fields

Field Description
: Absences from work The absences to be copied must be dragged into this list using Drag&Drop. Individual entries can be removed from the list with the "Del" key.
: Employees Per "Ins" key or the right mouse button opens a window for selecting the employees to whom the absences are to be copied. Individual or several entries can be removed from the list with the "Del" key.

Buttons

button Description
Copy

The absences specified in the upper list are copied to the work time accounts of the employees specified in the lower list.

Absences lasting one day are only copied to another employee if this employee has to work on that day. Absences lasting longer than one day are copied to the other employee without further checking, but the duration of the absence is determined on the basis of the days to be worked.

If an error is detected when the absence times are copied to an employee (e.g. the absence time is outside the period of employment or the absence time to be copied overlaps in time with an absence time already recorded for the employee), this absence time is not copied and a corresponding error message is issued in the list of employees.

Reports

Daily list of working hours

This report provides a daily overview of the working hours for a selected period.

In addition to the start and end of working time, the duration of breaks, the duration of working time, the duration of holidays, the duration of illness and other absences are displayed in hours. In the total time, the previously mentioned working hours and absences are summarised. In addition, the overtime of the day as well as the accumulated overtime in the month are listed. In the case of overtime payment or inclusive hours stipulated in the employment contract, these are shown in the column "Charged (hours)".

Holiday file

This report provides a yearly overview of an employee's absences, especially holiday time, in the selected year.

The upper section provides an overview of the total entitlement and use of leave and a list of sick days with and without a certificate. The middle section shows the actual annual overview in calendar form. Here the entered absences are displayed, taking into account the working time model, weekends and public holidays. In the rear part of this section the target and actual working days, the days absent due to illness, special and educational leave, holidays and vocational school are added up monthly. Below this, there is also a summation over the whole year. The lower section shows the legend to the entries in the calendar.

Related topics


Technical Documentation

Working time account module

Module name

workingTimeAccount.app

Classes

CX_WORKTIME_ACCOUNT

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Received messages
Message Parameters Function Security
ARCHIVE_WORKTIME_TXN
DELETE_ARCHIVED_WORKTIME_TXN
EDIT_WORKTIME_ACCOUNT NULL or working time account object Call up the input window for working time accounts
EDIT_WORKTIME_TXN
FLEXTIMER_SELECTED
LOAD_FLEXTIME_TXN
RECUPERATE_ARCHIVED_WORKTIME_TXN
SHOW_ARCHIVED_WORKTIME_TXN
WORKTIME_TXN_ARCHIVED
WORKTIME_TXN_CHANGED
WORKTIME_TXN_CREATED
WORKTIME_TXN_DELETED
WORKTIME_TXN_RECUPERATED

Sent messages
Message Parameters Function Receiver module
CALCULATE_SINGLE_FLEXTIMER
EDIT_PERSON
PRINT_REPORT Working hours list object or holiday account object Printing a report reporting.mod
SELECT_FLEXTIMER
SHOW_ARCHIVED_WORKTIME_TXN
WORKTIME_TXN_ARCHIVED
WORKTIME_TXN_CHANGED
WORKTIME_TXN_CREATED
WORKTIME_TXN_DELETED
WORKTIME_TXN_RECUPERATED

Operational business