- HIL: Hours In Lieu, another word for worked overtime.
- Rule: A set of rules for how the PM numbers should be calculated during a period of time. This typically comes from an agreement - sometimes a union agreement and sometimes an individual agreement between employer and employee. A rule specifies the working hours per day and per time period, overtime payment, holidays, vacation, etc.
- Closing Point: Contains calculated and stored PM numbers for a period of time, but only for those users that have work periods assigned to them. For example users which have periods that end every month will be in a closing point every month. When a closing point is created, certain procedures such as “Periodic HIL modification” is performed.
A closing point is also where you normally produce reports for planned/actual work, overtime, etc. - Earned Types: Examples of this are: Vacation, Sabbatical, Freeweek, Training, Extra.
This is time that can be earned according to a user’s labour rules. The PM module keeps track of how much is earned, used and left to use.
Note: earned time is calculated based on the Labour Rule's "Normal Working Hours Per Day". If not active Labour Rule is found during the Earned Types Rule, then the earned time is calculated based on the Users 08:00h "Normal Working Hours" in the User Profile.
- Salary Additions: Examples of this are Overtime compensation payments, HIL-To-Salary Conversions. This is money that should be added to a user’s salary.
How are the working hours counted and then HIL calculated against the Normal Working Hours?
- Hours In Lieu
- Confirmed Bookings always count
- Preliminary Bookings and Tasks never count
- HIL always count
- "Other" counts if Personnel Tree > Personnel Management > Settings > Work Roster Settings > Other > Can Give Overtime Compensation is checked, otherwise not
- Other Hours = Sick, Vacation, DIL, Sabbatical, Free Day, Training, Inactive
- For Custom Personnel Types, it depends on the Personnel Tree > Custom Type Setup > Edit Personnel Event Types... > (type) > Work checkbox
- NOT Other = Unavailable, Other (do not count as work)
- Overtime compensation
- Confirmed Bookings always count
- Punch Clock events can count, depending on e.g. the Rule's Calculation Setup
- HIL, sick, vacation, sabbatical, freeweek, training, inactive, shift, unavailable, "Other", extra depend on the setting Personnel Tree > Personnel Management > Settings > Work Roster Settings > (type) > Can Give Overtime Compensation
- "Education" (as custom type) always counts for some reason
- Custom Personnel Types can get Overtime Compensation, no matter what
How should I book a person who is taking time off (not count as work!) that should then NOT give them Vacation Earnings?
Book as "Unavailable"
e.g. Anne earns 2.08 vacation days in October.
Anne is booked 162 hours and has 132 normal working hours = 30h diff.
Booking Anna 5 days as Unavailable
1. the vacation days earned are reduced to 1.82
2. the worked hours stay at 162 hours