Plug-in: Rule check presence times

Plug-in for checking attendance rules and recording differences

Product line

Standard

|

Expert

Operating mode

CLOUD ABO

|

ON-PREMISES

Modules

Services & CRM

Budget & Phases

Purchases

Resource Planning

Business Intelligence

Created: 06.09.2023
Updated: 14.08.2024 | Version Requirement from version 6.7.0.1.

Download and install

Download the plug-in with the following download link and install it in your Vertec. The exact procedure is in the article   Things worth knowing about the plug-ins described.

Version description Download
6.7.0.1

Includes features from version 6.7.

ConfigSet_AttendanceTimeRules.xml

Requirements

  • The Expert product line is a prerequisite for this plug-in.

Application

This plug-in implements configurable attendance time rules for employees. Rule checks and recording differences are directly shown by means of notifications and in evaluation lists.

Overview:

Manage attendance rules

In the root folder settings under user, the attendance time rules can be managed (only by the administrator). The predefined rules correspond to the current Working Time Act in Germany.

Each attendance rule has one of the following types: Pausenregelung , Maximale Präsenzzeit or Ruhezeit . The order of testing is as follows:

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

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

  • Type Break rule: This rule checks employees’ breaks 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, either per day, month or year:
  • Type of rest period: This rule defines the rest period that must be observed between the end of the presence time the previous day and the beginning of the presence time:
Notification text

The notification text is native in the TranslationItems under Settings > Customize > Translation. If something is changed in the text, the Translationitems must therefore be adjusted so that the text is translated. If no translation is necessary, the text can also be entered here directly in the desired language.

folder Attendance presence times

For this purpose, the root folder HR creates with the subfolder Attendance Times Rules and Entry Differencespresence times.

Evaluation of attendance time rules

This folder shows an evaluation that is based on the Configurable rules based. The evaluation checks whether all attendance time rules that apply to the employees (team members) have been adhered to. A team leader sees all employees to whom he or she is assigned Team leader assigned has been developed. In addition, he must User rights Team Leader have their disposal.

If all rules have been complied with, the day is marked green. If a rule is broken, this day is marked red and the corresponding employee can be notified directly via a button in the report. The report can be filtered by week, team leader and employee 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 tag is marked red and the tooltip is used Keine Präsenzzeit erfasst provided.

With a click on the button, a dialog appears, with which the corresponding employee can be contacted directly via Notification attention may be drawn to:

The notification indicates the presence time on the corresponding date and as text the tooltip or the Notification text shown:

Differences in coverage

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

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

The notification that the employee receives indicates the services on the corresponding date and shows the text of the tooltip:

Technical Information

Importing the plug-in creates the following objects:

folder

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

  • Evaluation of attendance time rules
  • Differences in coverage

Folder Attendance Rules in root folder Settings under user.

User group

Users must comply with the appropriate Assigned user group In addition, they must be assigned to a user group, which can be accessed via the User rights Team Leader is available.

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

A total of 10 Custom field items created.

Class Settings

Class settings and page customizations  for the PluginCustomClass02 class.

Translations

A total of 28 Translations created.

 

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