Whether a team member regularly works 9-5 Monday to Friday, does early starts alternate weekends, or only works a 15 hour day each week, a work schedule can suggest how many hours to use when creating leave.
Creating a work schedule
To create or edit an employeess work schedule, go to Core HR > People > Employees. Edit the employee record, and go to the Employment details tab.
Under Work schedule, enter the number of hours usually worked each day across a two weekly period, nominate a usual start time for each day, then click Done.
For casuals (who probably have zero ‘ordinary hours'), there is no need to set a work schedule. For full or part time employees who haven never had a custom work schedule created for them, the default work schedule will automatically split their 'Weekly ordinary hours' evenly across Monday to Friday, starting at 9am.
Creating and updating work schedules
As well as being created on individual employee records, new work schedules can also be created via file import, using the .CSV template available at Core HR > Account data > Import data > Create new. Select Work schedules as the import Type, download the template from the 'Click here' link in the purple bar, update and import.
The Import work schedules article provides information on each field format, and tips on running successful imports.
Changing work schedules
Employee work schedules can be changed on an individual employee profile, by simply manually creating a new one, or they can be updated using the Employee import template, set to use Update mode only.
To update via import first identify the Work schedule ID, which be viewed on the Rostering > Work schedules page. To find a specific Work schedule ID when you have many, filter for one of the employees currently using it.
To get the .CSV template to update employee details, go to Core HR > Account data > Import data > Create new. Select Employee as the import Type, and download the template from the 'Click here' link in the purple bar.
Required fields for the Employee import are Employee ID, and Employee First name. Any other field that has data in it will be updated , so ensure you enter a valid Work Schedule ID in that column.
As with all other payroll data (base rate, award, weekly ordinary hours, and pay schedule), updating a Work schedule via update import will be effective from the next pay cycle forwards. More on Adding or updating Employees in the linked article.
Work schedules indicate how many hours employees usually work on any given day in a week or fortnight, and what time that shift starts.
Some industries require any weekend or evening loadings that would normally be paid when an employee takes annual leave, for example. When leave is requested or created, a work schedule can suggest the number of leave hours to use, and what time the leave should start. When configured in award configurations, this can help payroll save time by automatically calculating time based penalties for specified leave types, removing manual calculations, making compliance easier.
Award configuration changes may be required to setup paying time based penalties for one or more paid leave type.
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