This page (revision-34) was last changed on 26-Nov-2021 10:22 by kparrott

This page was created on 26-Nov-2021 10:22 by jlawler

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Page References

Incoming links Outgoing links
TIME_SHEET_HOLIDAY_PROCESSING
TIME_SHEET_HOLIDAY_PROCESSING

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At line 28 changed one line
The Holidays Use Scheduled Hrs toggle only applies to the hours generated for the [Holiday Time Code|HOLIDAY_TIME_CODE]. It does not extend to the [Worked Time Code|WORKED_TIME_CODE].
The Holidays Use Scheduled Hrs toggle only applies to the hours generated for the [Holiday Time Code|DTC_ID_LEAVE]. It does not extend to the [Worked Time Code|DTC_ID_WORK].
At line 34 changed 2 lines
#Use the employee’s overridden Work Calendar scheduled hours per day if specified, otherwise
#Use the Work Rule’s Work Calendar scheduled hours per day if specified, otherwise
#Use the employee’s overridden Work Calendar scheduled hours per day if specified, otherwise
#Use the Work Rule’s Work Calendar scheduled hours per day if specified, otherwise
At line 40 changed one line
A holiday that falls on a non scheduled day (day off) will always use the assignment hours regardless if the Holiday’s Use Scheduled Hrs toggle is ON or OFF.
A holiday that falls on a non scheduled day (day off) will always use the assignment hours regardless if the Holiday’s Use Scheduled Hrs toggle is ON or OFF.
At line 64 changed one line
*The Target Time Code Set may include the holiday Worked Time Code defined in IDHC or the one applied by Worked Holiday time rule or Default Time Code depending on each client’s particular need. If the target time code set is not defined, the Worked Time Code from IDHC or the time code from [Default Time Code|TR_DFLT_TIME_CODE] rule is used to identify if the employee worked on the holiday
*The Target Time Code Set may include the holiday Worked Time Code defined in IDHC or the one applied by Worked Holiday time rule or Default Time Code depending on each client’s particular need. If the target time code set is not defined, the Worked Time Code from IDHC or the time code from [Default Time Code|TR_DFLT_TIME_CODE] rule is used to identify if the employee worked on the holiday
At line 125 changed one line
!!Examples of Time Sheet Holiday Processing
!!!Examples of Time Sheet Holiday Processing
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!Hours Based Time Sheet Examples
!!Hours Based Time Sheet Examples
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# ''This is the case where the employee is scheduled to work but will be taking the holiday off and will get full scheduled hours for the holiday.''
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!Scenario 1
''This is the case where the employee is scheduled to work but will be taking the holiday off and will get full scheduled hours for the holiday.''
At line 136 changed one line
#''This is the case where the employee is scheduled to be working on teh holiday and will need to be paid for the day worked plus the holiday. The employee will get full scheduled time for both''
!Scenario 2
''This is the case where the employee is scheduled to be working on the holiday and will need to be paid for the day worked plus the holiday. The employee will get full scheduled time for both''
At line 146 added 178 lines
!Scenario 3
''This is the case where the employee is scheduled to work but will be taking the holiday off and will get only 8 hours for the holiday.''
;Setup on IDHC:Hours Per Day = 8\\OT Factor=Null\\Holiday Time code=HOLTIME(IDTC __Adjust Scheduled Time__ toggle is __OFF__) \\Worked Time Code = Null\\Day Off Time Code = Null
;Setup on IDWR:Holidays Use Sched Hrs=ON
;Results:0 Hours REG\\8 Hours HOLTIME (Holiday Leave)
!Scenario 4
''This is the case where the employee is scheduled to work but is taking the holiday off. the employee must get 8 hrs for holiday and their excess of schedule time remaining in Regular.''
;Setup on IDHC:Hours Per Day = 8\\OT Factor=Null\\Holiday Time code=HOLTIME(IDTC __Adjust Scheduled Time__ toggle is __ON__) \\Worked Time Code = Null\\Day Off Time Code = Null
;Setup on IDWR:Holidays Use Sched Hrs=ON
;Results:4 Hours REG\\8 Hours HOLTIME (Holiday Leave)
!Scenario 5
''This is the case where the employee is scheduled to be working on the holiday and will receive 8 hours for the holiday and receive pay for working their full scheduled hours.''
;Setup on IDHC:Hours Per Day = 8\\OT Factor=Null\\Holiday Time code=HOLBANK(IDTC __Adjust Scheduled Time__ toggle is __OFF__) \\Worked Time Code = HOLWORK\\Day Off Time Code = Null
;Setup on IDWR:Holidays Use Sched Hrs=ON
;Results:0 Hours REG\\8 Hours HOLBANK (Holiday Bank)\\12 Hours HOLWORK(Replacement for Regular Time)
!Scenario 6
''This is the case where the employee is scheduled to be working on the holiday; therefore, they will need to ge 8 hours for the holiday, their excess of scheduled time is paid as regular and they also get their full scheduled hours for working the holiday.''
;Setup on IDHC:Hours Per Day = 8\\OT Factor=Null\\Holiday Time code=HOLBANK(IDTC __Adjust Scheduled Time__ toggle is __ON__) \\Worked Time Code = HOLWORK\\Day Off Time Code = Null
;Setup on IDWR:Holidays Use Sched Hrs=ON
;Results:4 Hours REG\\8 Hours HOLBANK (Holiday Bank)\\12 Hours HOLWORK (Replacement for Regular Time)
!Scenario 7
''This is the case where the employee is NOT scheduled to be workign on the holiday but the employee must be paid for the day on the date specified in the Holiday calendar.''
;Setup on IDHC:Hours Per Day = Null\\OT Factor=Null\\Holiday Time code=HOLBANK(IDTC __Adjust Scheduled Time__ toggle is __ON__) \\Worked Time Code = HOLWORK (Will not be used on 'OFF' days)\\Observed On = HOLIDAY DATE\\Day Off Time Code = HOLOFF
;Setup on IDWR:Holidays Use Sched Hrs=ON
;Results:0 Hours REG\\8 Hours HOLOFF (Holiday Leave)
__Note:__ This will only work when the employees ahve time Generated by Day (On Work Rule, Status Rules Tab, Time Generation Rule is set to 'By Day with Time')
!Scenario 8
''This is the case where the employee only works part-time (FTE<1). The employee is to be paid for the number of hours on their assignment in the Hrs/Day field. Their schedule for the week is two -'8' hour days and one - '4' hour day. The holiday falls on teh 1st day, so the employee should only get their maximum of 4 hours for the holiday, not the 8 hours).''
;Setup on IDHC:Hours Per Day = Null\\OT Factor=Null\\Holiday Time code=HOLBANK(IDTC __Adjust Scheduled Time__ toggle is __ON__) \\Worked Time Code = HOLWORK\\Day Off Time Code = Null
;Setup on IDWR:Holidays Use Sched Hrs=OFF
;Results:4 Hours REG (8-4=4)\\8 Hours HOLBANK(Holiday Bank)\\8 Hours HOLWORK(Replacement for Regular Time)
__Note:__ The HOLBANK time is taken from the employee's assignment HRS/DAY field to cap the number of hours the employee receives Holiday pay.
!Scenario 9
''This is the case where the employee only works part-time (FTE<1). The employee is to be paid for the number of hours on their assignment in the Hrs/Day field. Their schedule for the week is two - '8' hour days and one- '4' hour day. The holiday falls on the 1st day, so the employee should only get their maximum of 4 hours for the holiday (not 8).
;Setup on IDHC:Hours Per Day = Null\\OT Factor=Null\\Holiday Time code=HOLBANK(IDTC __Adjust Scheduled Time__ toggle is __OFF__) \\Worked Time Code = HOLWORK\\Day Off Time Code = Null
;Setup on IDWR:Holidays Use Sched Hrs=OFF
;Results:0 Hours REG\\4 Hours HOLBANK (Holiday Leave)\\8 hOURS holwork(Replacement for Regular Time)
__Note:__ The HOLBANK time is taken from the employee's assignment HRS/DAY field to cap the number of hours the employee is paid Holiday.
!Scenario 10
''This is the case where a fulltime employee works 40 hrs/week with a schedule of 9 hrs, 9 hrs,m 9hrs, 9hrs and 4 hrs for the week. The holiday falls on the last day worked. The employee should get the daily average of 8 hours for the holiday.''
;Setup on IDHC:Hours Per Day = 8\\OT Factor=Null\\Holiday Time code=HOLBANK(IDTC __Adjust Scheduled Time__ toggle is __OFF__) \\Worked Time Code = HOLWORK\\Day Off Time Code = OFFBANK\\Observed on=Holiday Date
;Setup on IDWR:Holidays Use Sched Hrs=ON
;Results:0 Hours REG\\8 Hours HOLBANK (Holiday Bank for worked days)\\4 Hours HOLWORK (Replacement for regular time).
!Scenario 11
''This is the case where a fulltime employee works 40 hrs/week with a schedule of 9 hrs, 9 hrs,m 9hrs, 9hrs and 4 hrs for the week. The holiday falls on an 'off'day. The employee should get the daily average of 8 hours for the holiday.''
;Setup on IDHC:Hours Per Day = 8\\OT Factor=Null\\Holiday Time code=HOLBANK(IDTC __Adjust Scheduled Time__ toggle is __ON__) \\Worked Time Code = HOLWORK (will not be used on days off)\\Day Off Time Code = OFFBANK\\Observed on=Holiday Date
;Setup on IDWR:Holidays Use Sched Hrs=ON
;Results:0 Hours REG\\8 Hours OFFBANK (Alternate Holiday bank for 'Off'days))\\0 Hours HOLWORK (Replacement for regular time).
----
!!Shift Pattern Time Sheet Examples
Unless stated otherwise, the case is for a fulltime employee who is scheduled to work 8 hour shifts.
!Scenario 12
''This is the case where an employee is scheduled to work the holiday and will need to be paid for the day worked plus the holiday. the employee will get full schedule time for both.
;Setup on IDHC:Hours Per Day = Null\\OT Factor=Null\\Holiday Time code=STAT HOL\\Worked Time Code = HOL WORK DAY\\Day Off Time Code = HOL DAY OFF
;Setup on IDWR:Holidays Use Sched Hrs=ON\\PAID HOLIDAY Time Rule - No Time Code specified at Time Rule level. Target Time Code Set targets REG TM and HOL WORK DAY\\WORKED HOLIDAY Time Rule = Time code at Time Rule level is HOL WORK DAY. Target Time Code Set targets REG TM
;Results: -8 Hours REG\\8 Hours STAT HOL\\8 Hours HOL WORK DAY
!Scenario 13
''This is the case where an employee is not scheduled to work the holiday. The employee will need to be given credit for the holiday, even though it falls on an OFF day. IDHC should be set up with a Day Off Time Code specified.''
;Setup on IDHC:Hours Per Day = Null\\OT Factor=Null\\Holiday Time code=STAT HOL\\Worked Time Code = HOL WORK DAY\\Day Off Time Code = HOL DAY OFF
;Setup on IDWR:Holidays Use Sched Hrs=ON\\PAID HOLIDAY Time Rule - No Time Code specified at Time Rule level. Target Time Code Set targets REG TM and HOL WORK DAY\\WORKED HOLIDAY Time Rule = Time code at Time Rule level is HOL WORK DAY. Target Time Code Set targets REG TM
;Results: 8 Hours HOL DAY OFF
!Scenario 14
''This is the case where an employee is not scheduled to work the holiday. The employee will need to be given credit for the holiday, even though it falls on an OFF day. IDHC is set up without a Day Off Time Code specified.''
;Setup on IDHC:Hours Per Day = Null\\OT Factor=Null\\Holiday Time code=STAT HOL\\Worked Time Code = HOL WORK DAY\\Day Off Time Code = NULL
;Setup on IDWR:Holidays Use Sched Hrs=ON\\PAID HOLIDAY Time Rule - No Time Code specified at Time Rule level. Target Time Code Set targets REG TM and HOL WORK DAY\\WORKED HOLIDAY Time Rule = Time code at Time Rule level is HOL WORK DAY. Target Time Code Set targets REG TM
;Results: 8 Hours STAT HOL
!Scenario 15
''This is the case where an employee is scheduled to work the holiday (7 am - 3 pm) and will need to be paid for the day worked plus the holiday. The holiday time worked will only apply to a portion of the time worked after 12:00 PM.
;Setup on IDHC:Hours Per Day = Null\\OT Factor=Null\\Start = 12:00 PM\\Holiday Time code=STAT HOL\\Worked Time Code = HOL WORK DAY\\Day Off Time Code = NULL
;Setup on IDWR:Holidays Use Sched Hrs=ON\\PAID HOLIDAY Time Rule - No Time Code specified at Time Rule level. Target Time Code Set targets REG TM and HOL WORK DAY\\WORKED HOLIDAY Time Rule = Time code at Time Rule level is HOL WORK DAY. Target Time Code Set targets REG TM
;Results: 8 Hours STAT HOL\\12:00 - 3:00 PM = 3 Hrs HOL WORK DAY\\12:00 - 3:00 PM = -3 Hrs REG TM
!Scenario 16
''This is the case where an employee is scheduled to work on a holiday and also applies for holiday overtime for time worked after 5 PM. Shift is 11 am to 7 PM.''
;Setup on IDHC:Hours Per Day = Null\\OT Factor=Null\\Start = 5 PM\\Holiday Time code=STAT HOL\\Worked Time Code = HOL WORK DAY\\Day Off Time Code = NULL
;Setup on IDWR:Holidays Use Sched Hrs=ON\\OT HOLIDAY Time Rule - OT Time Code specified at time rule level\\WORKED HOLIDAY Time Rule = Time code at Time Rule level is HOL WORK DAY. Target Time Code Set targets REG TM
;Results: 8 Hours HOL WORK DAY\\-8 Hrs REG TM\\2 Hrs OT Holiday
!Scenario 17
''This is the case where an employee takes a sick leave the day before a holiday and will not be eligible for the holiday paid time.''
;Setup on IDHC:Hours Per Day = Null\\OT Factor=Null\\Holiday Time code=STAT HOL\\Worked Time Code = HOL WORK DAY\\Day Off Time Code = NULL
;Setup on IDWR:Holidays Use Sched Hrs=ON\\WORKED HOLIDAY Time Rule = Time code at Time Rule level is HOL WORK DAY. Target Time Code Set targets REG TM\\OFFSET PAID HOLIDAY Time Rule = TC at time fule level is STAT HOL. Target TC Set targets REG TM. Apply TC Set contains the Sick Time Code
;Results: 8 Hours SICK\\-8 Hours STAT HOL
!Scenario 18
''This is the case where the employee is scheduled to be working on the holiday and will need to get 8 hours for the holiday plus they will be paid their full schedule hours for working the day. In this example the employee works a 12 hour shift.''
;Setup on IDHC:Hours Per Day = 8\\OT Factor=Null\\Holiday Time code=STAT HOL\\Worked Time Code = HOL WORK DAY\\Day Off Time Code = NULL
;Setup on IDWR:Holidays Use Sched Hrs=ON\\PAID HOLIDAY Time Rule - No Time Code specified at Time Rule level. Target Time Code Set targets REG TM and HOL WORK DAY\\WORKED HOLIDAY Time Rule = Time code at Time Rule level is HOL WORK DAY. Target Time Code Set targets REG TM and othr work type time codes
;Results: -12 Hours REG\\12 Hours HOL WORK DAY\\8 Hrs STAT HOL
!Scenario 19
''This is the case where the employee only works part-time (FTE<1). The employee works an 8 hour day on the day of the holiday even though they were scheduled for 4 hours. The employee is to be paid for the number of hours he/she worked on the holiday (8), not the number of hours on their assignment in the Hrs/Day field. Their schedule is 8 hours, 8 hours, 8 hours, 4 hours and 4 hours for the week. the holiday falls on the last day.''
;Setup on IDHC:Hours Per Day = Null\\OT Factor=Null\\Holiday Time code=STAT HOL\\Worked Time Code = HOL WORK DAY\\Day Off Time Code = NULL
;Setup on IDWR:Holidays Use Sched Hrs=ON\\PAID HOLIDAY Time Rule - No Time Code specified at Time Rule level. Target Time Code Set targets REG TM and HOL WORK DAY. __Value is set to 1.__\\WORKED HOLIDAY Time Rule = Time code at Time Rule level is HOL WORK DAY. Target Time Code Set targets REG TM and other work type time codes.
;Results: -8 Hours REG TM\\8 Hours STAT HOL\\8 Hours HOL WORK DAY
![Notes|Edit:Internal.TIME_SHEET_HOLIDAY_PROCESSING]
[{InsertPage page='Internal.TIME_SHEET_HOLIDAY_PROCESSING' default='Click to create a new notes page'}]
This page (revision-34) was last changed on 26-Nov-2021 10:22 by kparrottTop