Desired Outcome – Pre-populate holiday hours for non-shift employees
The desired outcome is achieved when:
Timesheets are pre-populated with 8 hours for non-shift employees for the holiday schedule imported
Employees with the pay types can be excluded
Holiday time is charged to the users department
Users are able to modify the pre-populated holiday time
Users are able to select a location before saving the timesheet
Users can submit a timesheet with pre-populated time without error
Current Setup
Non-Shift Employees
Holiday schedule assigned to IRL departments
Shift Employees
Shift group departments were created for departments with either a mix of shift and non-shift employees or just shift employees (not created in GP)
All employees with a certain pay type were added to these groups
Holiday schedule was not assigned to these new shift groups
Part-Time Employees
Groups were created for certain pay types.
Part-time employees were added to these groups
Holiday schedule was assigned to these groups (different from non-shift employees)
Issue – Nightly Accountlink run re-adds all users to the IRL groups which are configured in GP
Modified Setup
Non-Shift Employees
Removed the holiday schedule from the IRL groups
Non-Shift groups were created for departments with either a mix of shift and non-shift employees or just shift employees (not created in GP)
All employees without a pay type of IFSN or IFSE were added to these groups
Holiday schedule assigned to non-shift groups
Shift Employees
Removed all shift employees from the previously created shift groups
Removed shift groups
Part-Time Employees
Groups were created for certain pay-types.
Part-time employees were added to these groups
Holiday schedule was assigned to these groups (different from non-shift employees)
Manually run an import file to remove part-time users from the IRL groups
Issue– We have to remember to add all new employees to the non-shift group, & we have to manually run an import file every morning to remove part-time employees from the IRL groups.
Proposed Solutions:
Add holiday time at the user level vs group/dept level – for example, can we upload a Holiday Schedule in Journyx and select whether or not a user has access to it via checkbox or yes/no dropdown in the user profile?
Modify Accountlink to sync based on pay type – For example, if the user has a Specific Pay type do not sync to IRL departments, however, this will not affect projects.
Alec Dech