Creating Time Rules, Time Balances and Employee Groups in Time and Attendance

Outcome

Time types, absence types and time definitions, in cooperation with an employee's schedule and his/her clocked times, are used to regulate time calculations. Times are calculated in 'Calculated Time. Generate' (TMS400), and 'Calculated Time. Approve On-screen' (TMS230).

Time balances are primarily used for viewing flex, compensation and overtime balances for various employees and departments.

Employee groups are used to categorize employees and regulate time calculation.

For more information on usage, see each underlying settings instruction.

For more information on the files affected, see listed documents in the See also section.

Before you start

The starting conditions listed in Defining Basic Data in Time and Attendance must be met.

Follow These Steps

1. Create Time Balance

   Create an empty time balance in 'Time Balance . Open' (TMS115) and connect the balance to a time type in 'Time Type. Open' (TMS100). Balances are a way of storing information, in this case times, and are mainly used for viewing compensation, flex and overtime balances for employees.

2. Create Time Type

   Create time types in 'Time Type. Open' (TMS100). Time types are the base for the entire Time and Attendance component group and no times can be created without being generated from a particular time type. Enter various values that collectively determine how times created from the time type are calculated. Time category is such a value. Time categories determine the type of time to be created from the time type. Examples of types of times are attendance, overtime, flextime and absence.

   You can print information about time types in 'Time Type. Print' (TMS555).

3. Create Employee Group

   Create employee groups in 'Employee Group Time and Attendance. Open' (TMS120). You can then connect an employee to an employee group in 'Person. Open' (CRS530/F). Employee groups are mainly used to categorize employees and regulate how times are calculated.

4. Create Time Definition for Overtime, Miscellaneous Time and Shorter Work Hour

   If you want to enable the calculation of miscellaneous time, overtime or shorter work hour, enter a time definition specifying when and how these times are to be calculated in 'Work Hour Group. Connect Time Type' (TMS110).

   You can print information about time definitions in 'Work Hour Group. Print Time Types' (TMS560).

5. Create Absence Type and Connect to Time Type

   Create absence types in 'Absence Type. Open' (TMS105) and connect them to a time type that results in absence. You can also select how absence time is to be calculated when employees clock time as absence.

   If necessary, you can also regulate that only certain employee groups can use certain absence types.

   You can print information about absence types in 'Absence Type. Print' (TMS570).

6. Create Time Definition for Compensation when Employee Clocks Time as Absence

   If you want a clocked absence time to sometimes cause a time resulting in the creation of compensation, enter a time definition specifying this in 'Absence Type. Connect to Time Type' (TMS140).