Thursday, March 18, 2021

Setting Up User Type Holiday Hours

 Hello everyone,

Today we are going to show you a wonderful new feature that companies can use to automatically allocate Holiday hours in timesheets. The idea behind is to provide visual feedback of the total hours that an employee should be getting on a specific worked Holiday, and allow Payroll Administrators to approve whether these hours should be counted towards the Timesheet.


Let's go over the requirements to enable this functionality. First, make sure that you have setup your desired User Types for each profile that is needed. To create and view the ones you have, go to the Administration tab and select "Manage User Types":

There you can view the different User Types that have been created to the account, in this example, we have created types Construction, Delivery, Office and Warehouse, according to the needs of our organization. Each of these will have an option to preset an amount of hours.

Now that we have our User Types, we can go back to the Administration tab and select "Configure Holiday Hours" from the Advanced section:


Here you can type and specify how many hours should the system suggest for each user type once the Timesheet is going to be approved. Enter your desired values and click on "Update" to proceed:


The last step is to enable the visibility of this feature in the Timesheet Approval screen, which is done in the "Configure Timesheet Settings" within the Staff section in the Administration tab:


Find the option called "Holiday Pay" and tick the check box. Finally, click on "Save" at the bottom of the screen.


At this point, there is nothing else to configure, then you can proceed the usual day-to-day! Employees would enter punches as usual using the mobile app, and by the end of the specified period, they would sign the timesheets and send them for approval:


Next, the Payroll Administrator would access the Timesheet Approval screen and click on the ID of the specific timesheet that is to be reviewed:


The timesheet screen would be shown as expected, but notice the new section at the bottom called "Holiday Entries":

Payroll Admins would be able to approve whether the hours should be included in the timesheet or not, depending on if the employee actually worked that day or any other criteria specified by the company itself.

We hope you like this great new feature, leave us any questions or comments below.

Until next time!

--Econz Team

No comments:

Post a Comment