Employment templates are used to define the expected working time, i.e., how many hours staff are expected to track for each weekday. You can define several different templates for normal working hours and reduced working hours. A work schedule template can be set to accrue an hour balance, in which case the staff member’s balance is formed automatically from hours that exceed or fall short of the expected working time.
With ready-made work schedule templates, you can speed up defining the expected working time on user cards. The name of the employment template can also be used as a search criteria in the user list via the Add filter button.
Permissions: Admin
PSA plans: all
Adding employment templates
With ready-made employment templates, you can speed up defining the expected working time on user cards.
- Go to Settings > Feature settings > Time management > Employment templates.
- From the filter and eye icons, make sure you can see the active templates and the required weekdays.
- Click Add an employment template.
- Name the template.
- Define the number of hours per weekday, i.e., the expected working time for that day.
- Define whether the template accrues an hour balance.
- Define whether this template is the default for new users.
- Save from the green checkmark in front of the row.
Editing and archiving employment templates
If you archive a template or edit an active template in the time management settings, the change will not affect those users who already had the template in use. The change only affects new selections (a new user or selecting the template for an existing user).
- First, from the filter and eye icons, select that you can see the desired templates and the required weekdays.
- Click the three dots in front of the row and select Edit, Archive or Reactivate