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