Maintaining accurate working patterns on the employee records will provide you with the most accurate data when it comes to leave allocation's being prorated by APHR automatically.
Instructions to add a working pattern
Use the below steps to add a working pattern
Step 1: Open the employee record
- Search for the employee record that requires updating using the employee search
- Select the employee record to open it
Step 2: Select the working pattern tab
- The working pattern tab contains the Policy dropdown and working days and hours options
Step 3: Amend the working days and hours
- To set the working days deselect any non-working days
- To set the working hours, enter the accurate start and end time of the shift, as well as any break hours
Step 4: Save the employee record
- Save the record to apply the working patten and update the employee calendar
- This will also re-calculate the leave allocation if the employee has been set up with an employment policy
Instructions to change a working pattern
Use the below steps to change a working pattern
Step 1: Open the employee record
Step 2: Select the Working Pattern tab
Step 3: Select Add
- You will then be redirected to a new form
Step 4: Enter an end date
- This is the only action required at this stage
- The end date should be a day before the new pattern is due to start
Example: If the new pattern starts on the 1st of October, the end date should be 30th September.
Step 5: Save the record and return to the working pattern tab
- After entering the end date ONLY, select the Save button
- Once the screen refreshes, select Return to Profile
- You will be returned to the employee details tab; from here, select the working pattern tab once more
Step 6: Amend the working days and hours
- Update the working days and hours to reflect the new working pattern for the employee
Step 7: Save the employee profile to apply the changes
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