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.