Compensation for overtime

Compensation for overtime through time off or payment

Product line

Standard

|

Expert

Operating mode

CLOUD ABO

|

ON-PREMISES

Modules

Services & CRM

Budget & Phases

Purchases

Resource Planning

Business Intelligence

Created: 28.05.2010
Machine translated
Updated: 15.12.2022 | Deleted section with OCL expression before Vertec versions 5.7.

In Vertec, overtime/shorttime results as a deviation between the standard hours and the entered services from the entry of services. Correspondingly, overtime is compensated by more standard hours than entered services or by effective absence for which no services are entered.

Overtime or short-time is the calculated result of the difference between the entered standard hours and the entered services (see: Calculation of the compensation time for a period). Overtime or short-time cannot therefore be entered.

In the following, different ways of entering “compensation” in Vertec are presented with their respective fields of application. The different ways should not be mixed.

Compensation through payment of overtime

When overtime is reduced through payment, the payment is entered and described in payroll accounting and not in Vertec. In Vertec, however, the overtime balance must be reduced by the time equivalent paid out at the same time.

There are two ways to do this:

  1. Manual reduction of the overtime balance in the editor presets.
  2. Entering a negative service via the service entry.

Option 1: Reduction of the overtime balance in the settings

For this purpose, a new row is entered in the user settings with the new overtime balance.

As an example, employee Lars Sorenson was paid 20 hours. At the moment, he has an overtime balance of 31:00 hours:

compensation_overtime balance.png

Now a new row is entered. Since 20 hours have been paid, this value is reduced by 20. So the entry is entered over 11:00 hours:

The disadvantage of this is that the reason for the overtime reduction is only visible in payroll accounting, but not in Vertec. To remedy this, there is the option to enter one remark per default line. You can see the comment field if you scroll all the way back in the default list:

compensation_note.png

Option 2: Enter negative services

The alternative is to capture a negative service with the option of a descriptive text.

For this variant, you enter a time correction service type, for example the KOMP service type:

And assign them to an internal project type:

Then enter a negative service on this type of service:

compensation_negative performance.png

It is best to record these services on an internal project / internal project phase so that they can evaluate you clearly.

The overtime balance is then reduced by this value.

Compensation through leisure time and resource planning

When using the Resource Planning module in Vertec, the employee’s available working time is calculated. The available working time is the defined standard hours minus the defined holidays, vacations and other paid absences. This calculation is correct in the sum of the times, but does not yet reflect the effective presence of a user, since the user can compensate for any overtime that may exist and this is not entered as services, vacation or day off.

In order to correctly represent compensation for overtime for resource planning, the compensation can be entered as “compensation” for the user under absences. Times entered in this way have an exclusive impact on resource planning. Standard hours and vacation balance are not affected by this.

Compensation through free time and absence list

In the Absences overview (Plug-in: overview absences ), the days entered as compensation in the absence list are shown as full-day or partial compensation.

Compensation through leisure time and service entry

If compensation time is to be entered as a service for evaluation reasons, the following procedure is recommended with the help of a custom item on the services. This procedure is required by Vertec Line Expert.

Concept

Compensation time should be entered as a service without changing the entered working time or vacation balance. The internal expenditure of these compensation services must therefore be zero.

Compensation services are entered on a defined internal project (e.g. absences) and a defined phase Compensation and/or the service type Compensation with the hours = 0 and the compensated time in the column Compensation (=additional field on service).

By means of an extended constraint it is ensured that no normal services without hours and no compensation services with hours can be entered.

The compensation time entered in this way has no influence on the target hours or the vacation and overtime balance and is not shown in any standard Vertec report. The compensation still results from the specified target hours and the services not entered, or in this case from the services with effort=0.

Technical implementation with phases

Custom Field Compensation

compensation_supplementary field.png

Type Of Service “Komp”

compensation_activity.png

Compensation column in the list of open services

Open the list of open services and go to the list settings. Create a new column:

  • Expression: zusatzfeldint('compensation’)
  • Renderer: dbmTim.MinuteRenderer

 

Expand constraint to service “do not enter hours”

By default, the constraint on services is minutesint<>0. This is intended to prevent services from being saved without hours.

This must now be adjusted so that the hour can be 0 if the service type KOMP created above was selected as the service type.

The expression in the constraint is new:

((typ.code='KOMP’) and (minutenint=0)) or ((typ.code<>'KOMP’) and (minutenint<>0))

Compensation Phase

Create a phase compensation in a defined internal project (e.g. absences). This should be active, but not chargeable.

In the settings, the option Service type must be assigned to phases must be activated:

compensation_activitycompulsory.png

Then, under Services, the service type KOMP created above must be assigned as the only service type. Thus, when this phase is selected, this service type is also automatically selected.

Calculation of the compensation period for a period

If the effective compensation absences (compensation type absences) per user are to be determined for a certain period of time, this can be done as follows:

getSollzeit(von,bis) - getResRsrcMinuten(von,bis) - getferienbezug(von,bis)

The non-working days (Saturday, Sunday, public holidays, etc.) are automatically taken into account. The individual operators are described in detail in the article OCL.

Example

Example of calculating the compensation period for the month of July:

self.getSollzeit(encodeDate(2022,07,01),encodeDate(2022,07,31))
- self.getResRsrcMinuten(encodeDate(2022,07,01),encodeDate(2022,07,31))
- self.getFerienbezug(encodeDate(2022,07,01),encodeDate(2022,07,31))

Explanation

Absences of the type Free affect the standard hour (minus).

Absences of the type free, vacation and compensation as well as vacations entered as services affect the resource time (minus).

The absences of the free type are thus cancelled out. There are vacations and compensation left over. That is why the vacations still have to be deducted. The time difference is the compensation period.