Step 1 - SHIFT SETUP: How to create a new shift?

HRplus Time>>Schedules>>Shift Parameters>>Shifts

Shifts

A shift is defined as the time period in which an employee is expected to report to work. Shift work can include evening, night and early morning shifts as well as a fixed or rotating schedule.

Shift times are based on the 24-hour clock. Shifts define the criteria for each working day of the week: the start and end time of each day in the work week ( Monday to Sundays).

Step 1: Create a New Shift

Step 2: Enter the Shift Definition

Company: Select your company from the drop down list.

Shift Code: Enter the shift code which should reference the shift description.

Shift Description: Enter the shift description. The description should include the name of the schedule to which it is linked ( if it is a shift specifically for that schedule) as well as the time of the shift.

Start Time: Click on the clock icon to select the time that the shift starts. E.g. 8:00am

End Time: Click on the clock icon to select the time that the shift starts. E.g. 5:00pm

Shift Cut Off: The shift cut off time applies floating employees on consecutive shifts. If the employees are not "floating" or consecutive shifts are not being used, then enter the shift cut off time as the end time of the shift.

If the shift cut off time is being used as intended, then the times should be entered based on the following rules:

  • If the employee punches in for work on or before the cut of time of that shift, then they are assigned to that shift.
  • If the employee punches in for work after the cut of time of a shift, then their placed on the next consecutive shift in the sequence.

Monday to Friday ONLY:

  • If employees can ONLY be assigned to work on this shift from Monday to Friday, then flag YES.
  • If employees can be assigned to work this shift on weekends as well as Monday to Friday, then flag NO.

Pay Holidays: If employees can work this shift on a Public holiday and they should be paid, then flag YES. Otherwise, flag NO.

Step 2.1: Setup Lunch Punch

Use Lunch Punch: If employees must punch in and out for lunch when they work on this shift, select 'Yes'. Otherwise flag NO.

Salaried Paid Lunch:

For both 'Salaried Paid Lunch' and 'Non Salaried Paid Lunch select from the following:

  • Do Not Deduct Lunch - If this option is selected, this means that the employees are paid for lunch and it is NOT deducted from their pay for the day.
  • Deduct Lunch Based on Punches - If this option is selected, then lunch is not paid. Lunch time deducted For the employees based on when they punch in and out for lunch. E.g. If an employee punches in and out for lunch for a 30 minute period, then this is what is deducted for their lunch period, regardless if the lunch time of the shift is set to 1 hour.
  • Deduct Standard Lunch - If this option is selected, then the standard lunch period will be deducted from the employee's salary even if they have taken more or less than the standard lunch time. For example if an employee takes 15 mins lunch and the standard lunch period is one hour, then one (1) hour's worth of the employee's salary will STILL not be paid for that day.
  • d) Deduct Standard Lunch with Excess - the standard lunch period and any extra time taken beyond the company's standard time will be deducted from the employee's salary.  For example if the employee goes beyond their standard lunch hour by 15 mins then 1hr and 15 minutes worth of the employee's salary will not be paid for that day.
  • e) Deduct Excess Lunch Only - only the excess time the employee has taken beyond their standard lunch period will be deducted. For example, if an employee took an  extra 15mins to their standard hour lunch period, then ONLY 15mins worth of the employee's salary will not be paid for that day.

Lunch Punch vs Lunch Range

You have two options as it relates to how you wish for the application to treat with company lunch times. The first way is by using Lunch Punches. Lunches punches are to be selected if your company wants to record the actual time employees are using for their lunch periods compared to a set time (Standard Lunch) all employees must adhere to. The Lunch range on the other hand is to be used when employees assigned to this shift have various lunch times (there is no Standard Lunch period). The lunch range tells the application within which times in the day can an employee take their lunch times. Lunch range is used typically for organizations that cannot have all of their employees out for lunch at the same time as it will negatively impact productivity.

Step 2.2: Setup Lunch Range

If using the Lunch Range, select 'Yes'.

Enter the Lunch Range by using the clock icons (this is the time frame in which employees may take their lunch time)

Enter the length of the lunch time (in minutes)

In our example, below, employees assigned to this shift can take their lunch anywhere between 11:00am and 2:00pm for a period of 60 minutes

Step 2.3: Setup Maximum Punch Variance

The Maximum punch variance is the amount of time (in minutes) outside of the shift start time and/or end time, that an employee can punch for their shift and those punches will be associated with that shift. If the employee punches outside of the maximum punch variance, then those punches will be associated with either the previous shift they were scheduled on or the next subsequent shift that they are scheduled on.

The shift variance is especially important for shifts which end on a different day from which they started. It is also critical for split or second shifts which may have a shorter time period between shifts and punches for one shift can be mistakenly associated with the wrong shift.

Example 1

An employee may be punching OUT late for their normal/first shift and the application may incorrectly assign that as an IN punch for the second shift.

The employee is rostered to work two shifts on one day. The first shift is from 8:00am - 1:00pm and the second shift is from 5:00pm - 10:00pm. If the employee punches out 2:30pm for their normal/first shift, then in order for the application not to assign the 2:30pm punch as an IN PUNCH for the second/split shift, the variance must be assigned. For this shift, if there is generally a 4 hour time period in between the first and second shift, the punch variance can be set to 2 hours (120minutes) so that if the employee has to work late up to 2 hours after the end time of the shift, their punch will still be taken as an OUT PUNCH for their normal/first shift. This also means that if the employee punches in up to 2 hours (120 minutes) before the start time of their second/split shift, that punch will be taken as an IN PUNCH for the second/split shift.

The maximum punch variance minimizes the chances of having punches associated with the wrong shift in scenarios similar to the one described above.

Example 2

If a shift ends at 4:00 pm on Monday but no other shifts are set up for the employee after Monday, and the employee punches in on Tuesday at 8:00 am(remember no shift is set up for him), then in order for the Tuesday 8:00 am punch to not be seen as an OUT PUNCH for Monday, we must set the variance of the shift. So if the variance is 240 minutes (4 hours), then punches up 8:00 pm will be taken to be an OUT for Monday and that the 8:00 am punch on Tuesday will go into the unprocessed punches.

So what we are looking for here is the amount of time in minutes an employee shift might extend either at the start or end of the shift, this so his/her punch can be flagged by the system as an IN or OUT punch for that shift instead of sending the punch , this if the employee is not schedule for any other shift after that one.

 

Save the record and repeat to add more shifts.

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