Working patterns & allowances
Manage patterns, allowances, and LoS rules.
By Asa and 1 other2 authors22 articles
Change a daily worker's working patternUpdate a user’s working days, including moving to part-time hours, changing future schedules, or setting half-day working patterns.
Manage allowance profiles and length of service rulesSet up and manage length of service (LOS) rules in allowance profiles, and understand how they affect user holiday entitlement.
Convert an hourly worker to a daily workerChange a user from an hourly worker to a daily worker and update their allowances and working pattern.
Change a daily worker to hourlyConvert a user from a daily worker to an hourly worker when their working hours vary or need to be tracked in hours instead of days.
Change an hourly worker’s patternUpdate an hourly worker’s working pattern, including correcting hours, changing schedules, or updating patterns for returning users.
Incorrect allowances for hourly workersResolve issues where hourly workers have incorrect allowance values, including negative balances, very small allowances, or incorrect totals.
Error: 'This wizard can only deal with users that have one active work pattern'This wizard can only deal with users that have one active work pattern, and this user has 2 patterns.
Make manual adjustments to a user’s allowanceAdjust a user’s holiday allowance manually, including mid-year changes, buying or selling leave, or reducing entitlement.
Fix mismatching allowancesResolve issues where user allowances don’t match expected values after updates to profiles, working patterns, or rollover.
Set a working pattern longer than one weekCreate daily working patterns longer than one week, including fortnightly, multi-week, or custom shift patterns.
Set up variable working patternsUnderstand how to manage users with variable or ad hoc working patterns and apply suitable workarounds.
Change an allowance profile mid-yearAdjust a user’s holiday entitlement when their allowance changes part way through the business year.
Set year 2 onwards calculation methodControl how and when users receive additional holiday based on length of service.
Can’t change working pattern for a daily workerFix issues where the daily working pattern wizard doesn’t update a user’s pattern.
Set up a term-time working patternManage users who work during term time only or have different working patterns across the year.
User not appearing as a chosen colleagueFix issues where a new user doesn’t appear in Team View or can’t be selected as a chosen colleague.
Understand minutes in an hourly worker’s allowanceConvert an hourly worker’s allowance from minutes into an approximate number of days for reporting purposes.
Fix hourly worker setup issues with future work patternsResolve issues when converting a user to an hourly worker where future work patterns prevent the wizard from completing.
Check length of service (LoS) for hourly workersConfirm whether a length of service increase has been applied to an hourly worker’s allowance.
Block users from making changesPrevent users from booking or modifying absences while still allowing them to log in and view information.
Remove TSOS calendar sync and existing entriesDisable TSOS (Outlook sync) and remove previously synced absence entries from users’ calendars.
Archive or remove a groupFix issues when a group won’t delete and understand how to archive or remove it correctly.