Check presence time rules

Additional feature for checking presence time rules and recording differences

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Created: 06.09.2023
Machine translated
Updated: 24.04.2025 | Expandability for evaluation folders removed, version requirement raised to 6.7.0.17.

This Additional Feature implements configurable presence time rules for employees. Rule checks and recording differences are shown directly via notifications and analysis lists. The download of the config set can be found here.

Overview:

Application

Manage attendance rules

The presence time rules can be managed in the root folder user settings (only by the administrator). The predefined rules correspond to the current working time law in Germany.

Each attendance rule has one of the following types: Pausenregelung, Maximale Präsenzzeit or Ruhezeit. The test sequence shall be as follows:

  1. Maximum presence time
  2. Presence time entered
  3. Rest period
  4. Break regulation

If necessary, a rule can only apply to a specific group of users. For example, rules based on location or age can be defined. A Notification Text can be entered per rule and different fields can be filled in depending on the type.

  • Type Break control: This rule checks the breaks of employees based on the values entered in the fields below:
  • Type Maximum presence time: This rule defines the maximum presence time that employees may not exceed, optionally per day, month or year:
  • Type Rest period: This rule defines the rest period that must be observed between the end of the presence time on the previous day and the beginning of the presence time:
Notification text

The notification text is stored as native in the Translationitems under Settings > Customize > Translation. If something is changed to the text, the TranslationItems must therefore be adapted in order for the text to be translated. If no translation is necessary, the text can also be entered here directly in the desired language.

folder presence times

In the root folder HR, the presence times folder is created with the subfolders Evaluation Attendance Time Rules and Entry Differences.

Evaluation of attendance time rules

This folder shows an evaluation based on the configurable rules. The evaluation checks whether all presence time rules that apply to employees (team members) have been adhered to. A team leader sees all employees to whom he has been Team leader assigned as a User Rights Team Leader. In addition, he must have the Team Leader user rights.

If all rules have been complied with, the day is marked in green. If a rule is broken, this day is marked in red and the corresponding employee can be notified directly via a button in the report. The report can be filtered by week, team leaders and employees and shows a list of all presence times and breaks per day.

A tooltip on the red entry indicates which rule it is:

In addition to these rules, it is also evaluated whether an presence time has been entered at all. If not, the day is marked red and marked with the tooltip Keine Präsenzzeit erfasst accidentally.

With a click on the button, a dialog appears, with which the corresponding employee can be alerted directly via Notification:

The notification indicates the presence time on the corresponding date and the tooltip or the Notification Text entered in the settings is shown as text:

Differences in coverage

In addition to the attendance time evaluations, a list is shown in the Entry Differences folder, which compares the entered presence time with the recorded employee services:

It is checked – in the past until today – whether these two data match, if a standard hour is entered. Here again, the red button signals discrepancies and the tooltip reads: Erfasste Leistungen und Präsenzzeiten stimmen nicht überein. With a click on the button, the employee can be notified directly:

The notification that the employee receives will refer to the services on the relevant date and will be shown as the text of the tooltip:

Requirements and Download

Important information before import can be found in the Worth knowing about the additional features article. Config sets modify data in Vertec, which can overwrite existing data.

The exact import process can be found in the Articles about the config sets.

Download the additional feature with the following download link:

Version Requirement Download
6.7.0.17 Configset_attendancetimerules.xml

The following objects are created by importing the config set:

folder

Root folder HR with the folder presence times and the subfolders:

  • Evaluation of attendance time rules
  • Differences in coverage

folder Presence rules in the root folder Settings under user.

User group
  •  User group

The users must be User group assigned to the appropriate User Rights Team Leader. In addition, they must be assigned to a user group that has the Team Leader user rights.

Reports & scripts
  • Event: Set new attendance time rule to active
  • Script: module_attendance_time
Custom field items

a total of 10 custom Custom Field Items are created.

Class settings

Class settings and page customizations for the class PluginCustomClass02.

Translations

A total of 28 Translations will be created.

 

Netherlands

United Kingdom