Work Shifts and Work Periods

Work Shifts and Work Periods must be defined in order to use Time Manager.

Prerequisites

Earn Codes must be configured prior to configuring Work Shifts and Work Periods. For more information, refer to the Earn Codes.

Definition

An employee’s work schedule is comprised of a Work Shift, a Work Period, and meals and breaks, with specific predetermined Start and End Times. Work Shifts and Work Periods are used together with a company Calendar to determine the employee’s default schedule. The schedule comprises the hours an employee is expected to work or is scheduled for vacation or holiday.

File Room

The Work Shifts & Work Periods file room provides a view of all of the Work Shifts and Work Periods available by Facility and Pay Rule in the system. Work Shifts and Work Periods are user-definable and the grid is personalizable through the DELMIA Apriso personalization framework. For details on personalization, refer to the Portal Implementation Guide.

To view the Work Shift Properties, double-click a Work Shift or select one and click (Properties).

To add a new Work Shift and Work Period:

Click (Add) and the Add Work Shift dialog box will appear:

Select a Facility from the Facility box.
Enter a unique Work Shift name for the Facility selected.
Select a Work Shift Type.
Enter a Description of the Work Shift.
Press OK (you will be taken to the Work Shift Properties screen in order to provide detailed Work Shift configuration).

To delete a Work Shift and Work Period, click (Delete) (you will be asked for confirmation prior to deleting).

The entity will not be removed if it is being referenced elsewhere in the application.

Work Shift Properties

The Work Shift Properties screen enables viewing and modifying the attributes of the entity.

The header of the properties screen contains the following buttons:

Save – pressing this will save your modifications
Close – pressing this will save your modifications and exit the property sheet
Discard – pressing this will abandon your modifications and exit the property sheet

The Work Shift Properties screen is divided into several sections that can be expanded (with ) and collapsed (with ):

Header Info, where you can define information about the given Work Shift
Variances, where you can define variance windows for the given Work Shift
Overtime Tolerances, where you can define Overtime tolerances
Work Shift Breaks, where you can define breaks for the given Work Shift
Work Periods, where you can define Work Periods for the given Work Shift

Work Period Breaks, where you can define Work Period Breaks

Header Info

Attribute	Description
Name	The unique identifier of the Work Shift.
Facility	The Facility for which this Work Shift is available.
Description	The description of the entity.
Work Shift Type	Used to define the Shift as a Shift Type 1, 2, or 3. These will be used in coordination with the First, Second, and Third Shift cut-offs for the employees assigned the Pay Rule.
Color	A color can be assigned to each different Work Shift Type. The selected color will be displayed on the calendar if a Work Shift is applied.
Primary Work Period	The primary Work Period associated with this shift. This is used as the default Work Period when an employee is working on a shift other than that for which they are scheduled.
Alternate Shift 1	This Alternate Shift is used when a Clock In for a shift falls after a shift cut-off such that a new computed shift is assigned to the worker other than their home shift assignment. It is deactivated if this shift is a Shift Type 1.
Alternate Shift 2	This Alternate Shift is used when a Clock In for a shift falls after a shift cut-off such that a new computed shift is assigned to the worker other than their home shift assignment. It is deactivated if this shift is a Shift Type 2.
Alternate Shift 3	This Alternate Shift is used when a Clock In for a shift falls after a shift cut-off such that a new computed shift is assigned to the worker other than their home shift assignment. It is deactivated if this shift is a Shift Type 3.

Variances

Attribute	Description
Rounding Start Time Min >	The window on the early side of the scheduled Start Time for this shift, within which a Clock In will round to the scheduled Start Time. For this example, assume a scheduled Start Time of 7:00 with a 15-minute early Rounding Start Time. Rounding Early Start Time Min Work Shift
Rounding Start Time Min <	The variance window on the late side of the scheduled Start Time for this shift, within which a Clock In will round to the scheduled Start Time. For this example, assume a scheduled Start Time of 7:00 with a 6-minute late Rounding Start Time. Rounding Late Start Time Min Work Shift
Rounding End Time Min >	The variance window on the early side of the scheduled End Time for this shift, within which a Clock Out will round to the scheduled End Time. For this example, assume a scheduled End Time of 15:30 with a 3-minute early Rounding End Time. Rounding Early End Time Min Work Shift
Rounding End Time Min <	The variance window on the late side of the scheduled End Time for this shift, within which a Clock Out will round to the scheduled End Time. For this example, assume a scheduled End Time of 15:30 with a 20-minute late Rounding End Time. Rounding Late End Time Min Work Shift
Restrict Start Time Min <	The restriction window on the early side of the scheduled Start Time for this shift. A Clock In outside of this restriction window will be rejected. For this example, assume a scheduled Start Time of 7:00 with a 45-minute early restriction window. Restrict Early Start Time Min Work Shift
Restrict Start Time Min >	The restriction window on the late side of the scheduled Start Time for this shift. A Clock In outside of this restriction window will be rejected. For this example, assume a scheduled Start Time of 7:00 with a 45-minute late restriction window. Restrict Late Start Time Min Work Shift
Restrict End Time Min <	The restriction window on the early side of the scheduled End Time for this shift. A Clock Out outside of this restriction window will be rejected. For this example, assume a scheduled End Time of 15:30 with a 45-minute early restriction window. Restrict Early End Time Min Work Shift
Restrict End Time Min >	The restriction window on the late side of the scheduled End Time for this shift. A Clock Out outside of this restriction window will be rejected. For this example, assume a scheduled End Time of 15:30 with a 45-minute late restriction window. Restrict Late End Time Min Work Shift

Overtime Tolerances

Attribute

Description

Monday Before OT

The minimum daily hours for a Monday before pay moves from the REG to OT on the timesheet.

Monday Before DT

The minimum daily hours for a Monday before pay moves from the REG or OT to DT on the timesheet.

Tuesday Before OT

The minimum daily hours for a Tuesday before pay moves from REG to OT on the timesheet.

Tuesday Before DT

The minimum daily hours for a Tuesday before pay moves from REG or OT to DT on the timesheet.

Wednesday Before OT

The minimum daily hours for a Wednesday before pay moves from REG to OT on the timesheet.

Wednesday Before DT

The minimum daily hours for a Wednesday before pay moves from REG or OT to DT on the timesheet.

Thursday Before OT

The minimum daily hours for a Thursday before pay moves from REG to OT on the timesheet.

Thursday Before DT

The minimum daily hours for a Thursday before pay moves from REG or OT to DT on the timesheet.

Friday Before OT

The minimum daily hours for a Friday before pay moves from REG to OT on the timesheet.

Friday Before DT

The minimum daily hours for a Friday before pay moves from REG or OT to DT on the timesheet.

Saturday Before OT

The minimum daily hours for a Saturday before pay moves from REG to OT on the timesheet.

Saturday Before DT

The minimum daily hours for a Saturday before pay moves from REG or OT to DT on the timesheet.

Sunday Before OT

The minimum daily hours for a Sunday before pay moves from REG to OT on the timesheet.

Sunday Before DT

The minimum daily hours for a Sunday before pay moves from REG or OT to DT on the timesheet.

Weekly Before OT

The minimum weekly cumulative hours before pay moves from REG to OT on the timesheet.

Weekly Before DT

The minimum weekly cumulative hours before pay moves from REG or OT to DT on the timesheet.

Count Daily OT towards Pay Period OT

Daily OT can count toward weekly OT or be excluded from the total. If you pay daily OT for hours in excess of 8.0 and weekly OT for hours in excess of 40.0, you might have the following scenario: an employee is scheduled to work 7:00 AM to 3:30 PM Monday through Friday. The employee stays late on Monday until 5:30 PM, so Monday’s hours are allocated as 8.00 REG, and 2.00 OT. The employee works as scheduled for the duration of the week. On Friday at 1:30 PM, the employee has total hours as follows:

Day of Week	REG	OT	Total
Monday	8.00	2.00	10.00
Tuesday	8.00		8.00
Wednesday	8.00		8.00
Thursday	8.00		8.00
Friday	6.00		6.00
Total	38.00		40.00

On Friday at 3:30 PM, when this flag is checked, the employee's Friday will look as follows:

Day of Week	REG	OT	Total
Friday	6.00	2.00	8.00

On Friday at 3:30 PM, when this flag is not checked, the employee's Friday will look as follows:

Day of Week	REG	OT	Total
Friday	8.00		8.00

Count Daily DT towards Pay Period OT

Daily DT can count toward weekly OT or be excluded from the total. See the explanation for Count Daily OT towards Pay Period OT above.

Count Daily OT towards Pay Period DT

Daily OT can count toward weekly DT or be excluded from the total. See the explanation for Count Daily OT towards Pay Period OT above.

Count Daily DT towards Pay Period DT

Daily DT can count toward weekly DT or be excluded from the total. See the explanation for Count Daily OT towards Pay Period OT above.

Saturday Override Rule – Pay as Overtime if weekly hours exceed (hours)

The flag to override the general rule for a more specific Saturday rule. If selected, Saturday will be paid as Overtime if the weekly hours exceed the hours entered.

Saturday Override Rule – Pay as Double time if weekly hours exceed (hours)

The flag to override the general rule for a more specific Saturday rule. If selected, Saturday will be paid as Double Time if the weekly hours exceed the hours entered.

Sunday Override Rule – Pay as Overtime if weekly hours exceed (hours)

The flag to override the general rule for a more specific Sunday rule. If selected, Sunday will be paid as Overtime if the weekly hours exceed the hours entered.

Sunday Override Rule – Pay as Double time if weekly hours exceed (hours)

The flag to override the general rule for a more specific Sunday rule. If selected, Sunday will be paid as Double Time if the weekly hours exceed the hours entered.

Consecutive Day Overtime Rule – Overtime Rule

This rule determines that an employee's attendance should be counted as Overtime if the employee has worked a certain number of days in a row (even if the total hours for the specific day and the hours-to-date for the week do not trigger Overtime rules). The possible values are:

None – this is the default
Same Work Week – Overtime calculated for the same work week based on the Consecutive days to trigger OT and Hours Before doubletime settings (see below)
Across Work Weeks – Overtime calculated across multiple work weeks based on the Consecutive days to trigger OT and Hours Before doubletime settings (see below)

Consecutive Day Overtime Rule – Consecutive days to trigger OT

The number of consecutive days after which the Consecutive Day Overtime Rule is triggered.

Consecutive Day Overtime Rule – Hours Before doubletime

The number of hours before Double Time is applied to the days that fall under the Consecutive Day Overtime Rule.

Work Shift Breaks

To see the Work Shift Break Properties, double-click a Work Shift Break or select one and click (Properties).

To add a new Work Shift Break:

Click (Add) and the Add Work Shift Break dialog box will appear:

Select a Work Shift Break Type. The Work Shift Break types available in this drop-down menu are those that have been configured on the Work Breaks administration screen.
Press OK.

To delete a Work Shift Break, select (Delete) (you will be asked for confirmation prior to deleting).

The entity will not be removed if it is being referenced elsewhere in the application.

Work Shift Break Properties

You can define the following information for the Work Shift Break:

Attribute	Description
Facility	The Facility for which this Work Shift Break is available.
Shift	The Work Shift for which this Work Shift Break is available.
Break Type	The available types are as follows: 1st Break 2nd Break 3rd Break 1st Meal 2nd Meal
Effective Date	The date from which the break is applicable.
Discontinue Date	The date at which the break stops being applicable.
Pay for Break	Used to determine if breaks count towards paid hours. Breaks that are not set to Pay for Break will deduct the hours from the open attendance and open labor. This is typically used to track lunch.
Auto Deduct	Determines if a break is automatically deducted from attendance and labor or if the employee is required to perform a Start Break and Stop Break. A Work Shift Break will not be created if the Payday is outside of the Effective Date and Discontinue Date (see above).
Rounding Start Time Min >	The variance window on the early side of the scheduled Start Break, within which a Start Break will round to the scheduled Start Break Time. For this example, assume a scheduled Break Start Time of 11:00 with a 6-minute early Break Rounding Start Time. Break Rounding Early Start Time Min
Rounding Start Time Min <	The variance window on the late side of the scheduled Start Break, within which a Start Break will round to the scheduled Start Break Time. For this example, assume a scheduled Break Start Time of 11:00 with a 6-minute late Break Rounding Start Time. Break Rounding Late Start Time Min
Rounding End Time Min >	The variance window on the early side of the scheduled End Break, within which a Stop Break will round to the scheduled End Break Time. For this example, assume a scheduled Break End Time of 11:30 with a 6-minute early Break Rounding End Time. Break Rounding Early End Time Min
Rounding End Time Min <	The variance window on the late side of the scheduled End Break, within which a Stop Break will round to the scheduled End Break Time. For this example, assume a scheduled Break End Time of 11:30 with a 6-minute late Break Rounding End Time. Break Rounding Late End Time Min
Restrict Start Time Min <	The restriction window on the early side of the scheduled Break Start. A Start Break outside this restriction window will be rejected. For the following example, assume a scheduled Start Time of 11:00 with a 15-minute early restriction window. Restrict Early Start Time Min Work Shift Break
Restrict Start Time Min >	The restriction window on the late side of the scheduled Break Start. A Start Break outside this restriction window will be rejected. For the following example, assume a scheduled Start Time of 11:00 with a 15-minute late restriction window. Restrict Late Start Time Min Work Break
Restrict End Time Min <	The restriction window on the early side of the scheduled Break End. A Stop Break outside this restriction window will be rejected. For the following example, assume a scheduled End Time of 11:30 with a 15-minute early restriction window. Restrict Early End Time Min Work Shift Break
Restrict End Time Min >	The restriction window on the late side of the scheduled Break End Time. A Stop Break outside this restriction window will be rejected. For the following example, assume a scheduled End Time of 11:30 with a 15-minute late restriction window. Restrict Late End Time Min Work Shift Break
Monday before Deduction	The amount of worked hours an employee must have accumulated prior to the automatic deduction of a break for Monday.
Tuesday before Deduction	The amount of worked hours an employee must have accumulated prior to the automatic deduction of a break for Tuesday.
Wednesday before Deduction	The amount of worked hours an employee must have accumulated prior to the automatic deduction of a break for Wednesday.
Thursday before Deduction	The amount of worked hours an employee must have accumulated prior to the automatic deduction of a break for Thursday.
Friday before Deduction	The amount of worked hours an employee must have accumulated prior to the automatic deduction of a break for Friday.
Saturday before Deduction	The amount of worked hours an employee must have accumulated prior to the automatic deduction of a break for Saturday.
Sunday before Deduction	The amount of worked hours an employee must have accumulated prior to the automatic deduction of a break for Sunday.

Work Periods

To see the Work Period Properties, double-click a Work Period or select one and click (Properties).

To add a new Work Period:

Click (Add) and the Add Work Period dialog box will appear:

Enter a unique Work Period name.
Select an Effective Date.
Enter a Description for the given Work Period.
Press OK.

To delete a Work Period, click (Delete) (you will be asked for confirmation prior to deleting).

The entity will not be removed if it is being referenced elsewhere in the application.

Work Period Properties

You can define the following information for the Work Period:

Attribute	Description
Description	The description of the Work Period
Before Work Add On	An attribute that is carried to the attendance record indicating a Work Add On before Overtime. An example would be to add $1 per Regular hour to the pay (calculated external to Time Manager).
After Work Add On 1	An attribute that gets carried to the attendance record indicating a Work Add On after Overtime. An example would be to add $2 per Overtime hour to the pay (calculated external to Time Manager).
After Work Add On 2	An attribute that gets carried down to the attendance record indicating a Work Add On after Overtime. An example would be to add $2 per Overtime hour to pay (calculated external to Time Manager).
Discontinue Date	The date from which the Work Period becomes unavailable.
Schedule Start Time	The scheduled start time for this Work Period.
Schedule End Time	The scheduled end time for this Work Period, which is usually the Schedule Start Time plus the duration of scheduled work and the duration of a paid break for the day. For example, assume an 8.0-hour payday starting at 7:00, with a 30-minute lunch break at 11:00. The Schedule Start Time would be 7:00 AM, and the Schedule End Time would be 3:30 PM.
Rounding Start Time Min >	The variance window on the early side of the Schedule Start Time for this period, within which a Clock In will round to the Schedule Start Time. Rounding Early Start Time Min Work Period
Rounding Start Time Min <	The variance window on the late side of the Schedule Start Time for this period, within which a Clock In will round to the Schedule Start Time. Rounding Late Start Time Min Work Period
Rounding End Time Min >	The variance window on the early side of the Schedule End Time for this period, within which a Clock Out will round to the Schedule End Time. Rounding Early End Time Min Work Period
Rounding End Time Min <	The variance window on the late side of the Schedule End Time for this period, within which a Clock Out will round to the Schedule End Time. Rounding Late End Time Min Work Period
Restrict Start Time Min <	The restriction window on the early side of the Schedule Start Time for this Work Period. A Clock In outside this restriction window will be rejected. For this example, assume a Schedule Start Time of 7:00 with a 45-minute early restriction window. Restrict Early Start Time Min Work Period
Restrict Start Time Min >	The restriction window on the late side of the Schedule Start Time for this Work Period. A Clock In outside this restriction window will be rejected. For the following example, assume a Schedule Start Time of 7:00 with a 45-minute late restriction window. Restrict Late Start Time Min Work Period
Restrict End Time Min <	The restriction window on the early side of the Schedule End Time for this Work Period. A Clock Out outside this restriction window will be rejected. For the following example, assume a Schedule End Time of 15:30 with a 45-minute early restriction window. Restrict Early End Time Min Work Period
Restrict End Time Min >	The restriction window on the late side of the Schedule End Time for this Work Period. A Clock Out outside this restriction window will be rejected. For the following example, assume a Schedule End Time of 15:30 with a 45-minute late restriction window. Restrict Late End Time Min Work Period

Work Period Breaks

To add a new Work Period Break:

Click (Add), and the Add Work Period Break dialog will appear:

Select a Work Period Break Type. The Work Period Break types available in this drop-down menu are those that have been configured on the Work Breaks administration screen.
Press OK.

To delete a Work Period Break, select (Delete) (you will be asked for confirmation prior to deleting).

The entity will not be removed if it is being referenced elsewhere in the application.

To see the Work Period Break Properties screen, double-click a Work Period Break or select one and click (Properties).

You can define the following information for the Work Period Break:

Attribute	Description
Facility	The Facility for which this Work Period Break is available.
Shift	The shift for which this Work Period Break is available.
Work Period	The Work Period for which this Work Period Break is available.
Break Type	The available types are as follows: 1st Break 2nd Break 3rd Break 1st Meal 2nd Meal
Start Time	The start time for the Work Period Break.
End Time	The end time for the Work Period Break. The End Time cannot be earlier than the Start Time.
Minimum Duration	The minimum required duration for the Work Period Break (e.g., 15 minutes). The attribute is effective for approval and sign off as an exception. This attribute does not limit the recess related Business Components nor creating or modifying breaks in the Time Manager.
Rounding Start Time Min >	The variance window on the early side of the Schedule Start Break Time, within which a Start Break will round to the Schedule Start Break Time. For the following example, assume a Schedule Break Start Time of 11:00 with a 6-minute early Break Rounding Start Time. Break Rounding Early Start Time Min
Rounding Start Time Min <	The variance window on the late side of the Schedule Start Break, within which a Start Break will round to the Schedule Start Break Time. For the following example, assume a Schedule Break Start Time of 11:00 with a 6-minute late Break Rounding Start Time. Break Rounding Late Start Time Min
Rounding End Time Min >	The variance window on the early side of the Schedule End Break Time, within which a Stop Break will round to the Schedule End Break Time. For the following example, assume a Scheduled Break End Time of 11:30 with a 6-minute early Break Rounding End Time. Break Rounding Early End Time Min
Rounding End Time Min <	The variance window on the late side of the Schedule End Break Time, within which a Stop Break will round to the Schedule End Break Time. For the following example, assume a Schedule Break End Time of 11:30 with a 6-minute late Break Rounding End Time. Break Rounding Late End Time Min
Restrict Start Time Min <	The restriction window on the early side of the Schedule Break Start Time. A Start Break outside this restriction window will be rejected. For the following example, assume a Scheduled Start Time of 11:00 with a 15-minute early restriction window. Restrict Early Start Time Min Work Shift Break
Restrict Start Time Min >	The restriction window on the late side of the Schedule Break Start Time. A Start Break outside this restriction window will be rejected. For the following example, assume a Schedule Start Time of 11:00 with a 15-minute late restriction window. Restrict Late Start Time Min Work Break
Restrict End Time Min <	The restriction window on the early side of the Schedule Break End Time. A Stop Break outside this restriction window will be rejected. For the following example, assume a Schedule End Time of 11:30 with a 15-minute early restriction window. Restrict Early End Time Min Work Shift Break
Restrict End Time Min >	The restriction window on the late side of the Schedule Break End Time. A Stop Break outside this restriction window will be rejected. For the following example, assume a Schedule End Time of 11:30 with a 15-minute late restriction window. Restrict Late End Time Min Work Shift Break