calculating auto time in lieu with autodeducted lunch

General support regarding TimeTrex, such as
configuring policies/taxes or processing payroll.
parsonspr
Posts: 71
Joined: Fri Mar 16, 2018 5:09 am

Re: calculating auto time in lieu with autodeducted lunch

Post by parsonspr »

Hi Shane,

I've updated as follows:
lunchpolicy2.png
Unfortunately that's still not working:
timesheet.png
Monday 11th should be 09:02 - 00:30 - 07:30 = 62mins, but she has banked 92mins.
Tuesday 12th should be 08:16 - 00:30 - 07:30 = 16mins, but she has banked 46mins.
Weds 13th should be 07:32 - 00:30 - 07:30 = -28mins, but she has banked 2mins and had 28 deducted.
Same sort of thing on Friday - should be +27mins and she has banked 57mins.

Thursday is correct however: 06:30 - 00:30 - 07:30 = -90mins.

shanec
Posts: 408
Joined: Thu Apr 25, 2013 8:22 am

Re: calculating auto time in lieu with autodeducted lunch

Post by shanec »

Please provide a screenshot of the Policy Group that Martha is associated with. Policy Groups can be located by clicking Policy -> Policy Groups

parsonspr
Posts: 71
Joined: Fri Mar 16, 2018 5:09 am

Re: calculating auto time in lieu with autodeducted lunch

Post by parsonspr »

Thanks,
I only have one policy group for all employees:
policygroup.png

shanec
Posts: 408
Joined: Thu Apr 25, 2013 8:22 am

Re: calculating auto time in lieu with autodeducted lunch

Post by shanec »

Please provide a screenshot of the "Regular Time" Regular Time Policy which can be located by clicking Policy -> Regular Time Policies as well as its associated Contributing Shift Policy located by clicking Policy -> Contributing Shifts

parsonspr
Posts: 71
Joined: Fri Mar 16, 2018 5:09 am

Re: calculating auto time in lieu with autodeducted lunch

Post by parsonspr »

Here are the two items:
regulartimepolicy.png
contributingshift.png

shanec
Posts: 408
Joined: Thu Apr 25, 2013 8:22 am

Re: calculating auto time in lieu with autodeducted lunch

Post by shanec »

Please provide a screenshot of "Regular Time" Contributing Pay Code Policy's Pay Codes drop-down box and a list of available Contributing Pay Codes Policies located by clicking Policy -> Contributing Pay Codes

parsonspr
Posts: 71
Joined: Fri Mar 16, 2018 5:09 am

Re: calculating auto time in lieu with autodeducted lunch

Post by parsonspr »

Hopefully these are right things.
contributingpaycodepolicy.png
regulartimepolicypaycodes.png

shanec
Posts: 408
Joined: Thu Apr 25, 2013 8:22 am

Re: calculating auto time in lieu with autodeducted lunch

Post by shanec »

Please provide a screenshot of the "Regular Time + Meal + break" Contributing Shift Policy located by clicking Policy -> Contributing Shifts.

parsonspr
Posts: 71
Joined: Fri Mar 16, 2018 5:09 am

Re: calculating auto time in lieu with autodeducted lunch

Post by parsonspr »

Hi,
here it is. It isn't being used anywhere though.
contributingshiftregmealbrk.png
The contributing shift policy for Regular time + meal is used in the regular time policy 'regular time with lunch', but this regular time policy isn't being used anywhere either. The 'Regular time + meal' policy has the pay code 'regular time + meal'.

I was wondering if it should be applied in the shift policy 'Undertime + 1 hour lunch', but as my other shift policy 'Undertime', which works correctly and is being used for all the other employees, doesn't include a regular time policy, I don't understand why I would at anything to 'Undertime +1 hour lunch'.

shanec
Posts: 408
Joined: Thu Apr 25, 2013 8:22 am

Re: calculating auto time in lieu with autodeducted lunch

Post by shanec »

Concerning your "Undertime + 1 hour lunch" Schedule Policy, we are still troubleshooting your issue, if possible please don't make any changes to policies.

Based on the screenshot of the "Regular Time + Meal + Break" Contributing Shift Policy please provide a screenshot of the "Regular Time + Meal + Break" Contributing Shift Pay Code Policy's Pay Code drop-down box which can be found by clicking Policy -> Contributing Pay Codes

parsonspr
Posts: 71
Joined: Fri Mar 16, 2018 5:09 am

Re: calculating auto time in lieu with autodeducted lunch

Post by parsonspr »

Hopefully this is the correct one:
contributingpaycodepolicy2.png
I haven't made any changes to policies.

shanec
Posts: 408
Joined: Thu Apr 25, 2013 8:22 am

Re: calculating auto time in lieu with autodeducted lunch

Post by shanec »

Please make sure that the "Regular Time" Regular Time Policy located by clicking Policy -> Regular Time Policies is using the "Regular Time + Meal + Break" Contributing Shift Policy and that the "30min Lunch" and "60min Lunch" Meal Policies located by clicking Policy -> Meal Policies are both using the "Lunch Time" Pay Code. Locate the affected timesheet, in this case the October 1, 2020 to October 31, 2020 timesheet, by clicking Attendance -> TimeSheet and then recalculate it by clicking the Recalculate TimeSheet icon.

parsonspr
Posts: 71
Joined: Fri Mar 16, 2018 5:09 am

Re: calculating auto time in lieu with autodeducted lunch

Post by parsonspr »

Hi,

should I create an entirely new Regular Time Policy for this? I only want 2 members of staff to use this method of calculating their TIL. Most staff members won't use an auto-deducted lunch.

Also, should the pay formula be set by the pay code for the meal policy?

thanks

parsonspr
Posts: 71
Joined: Fri Mar 16, 2018 5:09 am

Re: calculating auto time in lieu with autodeducted lunch

Post by parsonspr »

parsonspr wrote:
Mon Mar 15, 2021 4:00 am
Hi,

should I create an entirely new Regular Time Policy for this? I only want 2 members of staff to use this method of calculating their TIL. Most staff members won't use an auto-deducted lunch.

Also, should the pay formula be set by the pay code for the meal policy?

thanks
I've attached all the policies I have at the moment.
timesheet.png
schedulepolicy.png
regulartimepolicy.png
overtimepolicy.png
mealpolicy.png
contributingpaycode.png
contributing shift.png

shanec
Posts: 408
Joined: Thu Apr 25, 2013 8:22 am

Re: calculating auto time in lieu with autodeducted lunch

Post by shanec »

Hi,

should I create an entirely new Regular Time Policy for this? I only want 2 members of staff to use this method of calculating their TIL. Most staff members won't use an auto-deducted lunch.
You should create a separate Policy Group at Policy -> Policy Groups
Also, should the pay formula be set by the pay code for the meal policy?
Yes.

parsonspr
Posts: 71
Joined: Fri Mar 16, 2018 5:09 am

Re: calculating auto time in lieu with autodeducted lunch

Post by parsonspr »

Brilliant that's working! Thank you very much for your help!

It looks like I still have 2 issues though.
Firstly, when she's worked on the weekends (and there is no shift assigned, she's just done additional work) then it's still taken a 30min lunch. Ideally, when there is no shift assign any time worked should just go in as time banked.
Secondly, for some reason on one day where she worked in two 'blocks' it deducted lunch twice. I want it to only deduct the 30minute lunch once per day. - (Edit: I think I've fixed this by changing the Start/Stop Window of the schedule policy to 2:00 - maybe I should increase this further...)
timesheetwronglunchlength.png

shanec
Posts: 408
Joined: Thu Apr 25, 2013 8:22 am

Re: calculating auto time in lieu with autodeducted lunch

Post by shanec »

It looks like I still have 2 issues though.
Firstly, when she's worked on the weekends (and there is no shift assigned, she's just done additional work) then it's still taken a 30min lunch. Ideally, when there is no shift assign any time worked should just go in as time banked.
To clarify, any time worked at all on weekends should be banked, correct?
Secondly, for some reason on one day where she worked in two 'blocks' it deducted lunch twice. I want it to only deduct the 30minute lunch once per day.
Please provide us with screenshot of your "60min Lunch" Meal Policy located by clicking Policy -> Meal Policies and a screenshot of the Meal Policies drop-down box of the Policy Group that the employee is associated with by clicking Policy -> Policy Groups
- (Edit: I think I've fixed this by changing the Start/Stop Window of the schedule Policy to 2:00 - maybe I should increase this further...)
In order for us to assist you please reverse this change and refrain from making additional changes to policies while requesting assistance.

parsonspr
Posts: 71
Joined: Fri Mar 16, 2018 5:09 am

Re: calculating auto time in lieu with autodeducted lunch

Post by parsonspr »

Hi,

yes, any days where there are no scheduled hours specified then all the time should be banked.

I think the other issues are fixed.

thanks,
Phil

shanec
Posts: 408
Joined: Thu Apr 25, 2013 8:22 am

Re: calculating auto time in lieu with autodeducted lunch

Post by shanec »

To prevent the 30-minute lunch from automatically deducting on Saturdays you can schedule a Saturday shift that uses the "No Lunch" Schedule Policy at Attendance -> Schedules

For more information please see the Schedules section of the TimeTrex Administrator Guide:
https://help.timetrex.com/v12.0/communi ... edules.htm

For more information please see the Schedule Policies section of the TimeTrex Administrator Guide:
https://help.timetrex.com/v12.0/communi ... licies.htm

parsonspr
Posts: 71
Joined: Fri Mar 16, 2018 5:09 am

Re: calculating auto time in lieu with autodeducted lunch

Post by parsonspr »

Hi Shane,

I'm not sure if that's what I want. There shouldn't be a shift applied on a saturday. The employee isn't scheduled to work on that day, but they have chosen to and so I need to add their work to the accrued time bank.

I guess it's not possible to create a 0 length shift?

It appears that on days where the employee doesn't have any shift scheduled, if they work then it also autodeducts the 30min lunch.

thanks,
Phil

shanec
Posts: 408
Joined: Thu Apr 25, 2013 8:22 am

Re: calculating auto time in lieu with autodeducted lunch

Post by shanec »

I guess it's not possible to create a 0 length shift?
Correct, it's not possible.

parsonspr
Posts: 71
Joined: Fri Mar 16, 2018 5:09 am

Re: calculating auto time in lieu with autodeducted lunch

Post by parsonspr »

Is there no way to not subtract the lunch period from additional work then?

There is no shift applied on a saturday because she isn't due to work. It's just extra time.

thanks,
Phil

shaunw
Posts: 7679
Joined: Tue Sep 19, 2006 2:22 pm

Re: calculating auto time in lieu with autodeducted lunch

Post by shaunw »

parsonspr wrote:
Wed Apr 28, 2021 5:01 am
Is there no way to not subtract the lunch period from additional work then?

There is no shift applied on a saturday because she isn't due to work. It's just extra time.
TimeTrex needs to know when to apply certain policies. There are the default policies defined in the Policy Group, then Schedule Policies can be applied for specific scheduled shifts.

So the issue here is how is TimeTrex supposed to know which policies to apply on which days? If the employee is not scheduled, then the only other way is to use the Policy Group and not deduct the meal time by default with that. But then it wouldn't do it on their Mon-Fri shifts, so you would need to schedule the employees for all their regular shifts and use the Schedule Policy to deduct the meal on those shifts instead.

parsonspr
Posts: 71
Joined: Fri Mar 16, 2018 5:09 am

Re: calculating auto time in lieu with autodeducted lunch

Post by parsonspr »

Thanks Shaun,

I think I tried this, but I couldn't get it to deduct properly.

If the employee was in the hourly employee policy group then lunch wouldn't get automatically deducted if they worked on a non-shift day, but I couldn't get the auto-deduction of the lunch to work on a shift policy only. It seemed that either the undertime was calculated correctly or the overtime, but I couldn't get it to work for both.

I'll put the original Hourly Employee Policy Group back for this employee. What do I need to do to make this just work on the schedule policy please?

thanks again for any help!
Phil

parsonspr
Posts: 71
Joined: Fri Mar 16, 2018 5:09 am

Re: calculating auto time in lieu with autodeducted lunch

Post by parsonspr »

parsonspr wrote:
Tue May 04, 2021 12:34 am
Thanks Shaun,

I think I tried this, but I couldn't get it to deduct properly.

If the employee was in the hourly employee policy group then lunch wouldn't get automatically deducted if they worked on a non-shift day, but I couldn't get the auto-deduction of the lunch to work on a shift policy only. It seemed that either the undertime was calculated correctly or the overtime, but I couldn't get it to work for both.

I'll put the original Hourly Employee Policy Group back for this employee. What do I need to do to make this just work on the schedule policy please?

thanks again for any help!
Phil
I've tried putting her back into the Hourly Employee policy group.

Ive set the following in the Schedule Policy:
schedulepolicy.png
This does calculate the Saturday she worked correctly (not shown in the following screenshot). I've put the same week from a previous post (Fri Feb 05, 2021 10:00 am) below and it seems to calculate most of the days correctly, however the monday I think should have 62min deposit and it's only depositing 32mins.
timesheet_jan.png

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