Time and Attendance (Part 25/31): Work planner

Work planner is an excellent tools to handle your workers profiles over time and work efficiently with the profile calendar. It basically is a visual representation and painting tool (Yes…) of your profile calendar and the reason why you want to have some logical coloring of your profile settings.

My customers use it to do shift planning and make those off-weekly-work-profiles work (like someone having half day two days a week, but not the same days next week and free every third Friday after a full moon and such). To set this up you need to add a color to you profile. Check out my post on profile configuration for more information on that.

Using the Work Planner:
Human Resources > Periodic > Time & Attendance > Work planner

When the form opens it gathers all the data from the profile calendar and creates an overview in the form.

Work Planner

Right area of the form:
There are two panes:

  • “Period” is one row per user
  • “Profile Group” has a section for all and a section with rows per profile group.

You can filter based on calculation group and/or approval group. The Display options are layered and shows the profiles in the way the profile calendar is querried from the Time Journal creation. You can activate them at will by clicking the check boxes. “Overlay” will show the profile group and all, Standard profile is the default profile on the workers employee settings and then you have “planned absence”.
The absence can be shown and you can pick the color it shows in the grid.

One layer overrides the other:
1. Absence
2. Profile calendar: User
3. Profile calendar: Group
4. Profile calendar: All
5. Default Profile

Left area of the form:
Here you can pick the date interval for the form and clicking “show weekends” gives a grey color on saturdays and sundays. The Profiles are listed and shows in the color as set on the profile. You can filter down the profiles by using the profile group. These will then show only the profiles in the profiles relations for this group.

Select one of the profiles in the list by clicking it and then draw these profiles on the dates for each user or group/all based on the pane you’re on.

Check the clear profile and draw if you want to delete/remove.

After you’ve finished you’re work planning. Click “Save” in the top menu and the profile calendar is updated with the new data.

Have fun!


Time and Attendance (Part 14/31): Profile calendar

The profile calendar is used to make planned changes to the default profile that is used for calculation. When doing the profile calculation the system checks the Profile calendar to override the default profile and this is loaded as the profile for that journal. So you can predetermin the profile that the user is going to have at calculation by creating a record in the profile calendar table. You can set this up for special work days that deviate from the standard work hours, but it is also a very nice tool to handle complex profiles where the profile changes from week to week. Go to Human Resources > Setup > Time and Attendance > Time Profiles > Profile Calendar to add new records.


You can do changes for entire profile groups or for all workers as well by changing the Profile calendar code collumn to Group or All. Use special day collumn to trgger the special day in the pay agreement. For instance if a Monday is Christmas Day and if someone comes in and does work, they will get the special day pay instead of a simple Monday.

There is a great graphical tool for handling profile calendar which is called job planner. I will look into that later.