Example: Group Time Blocks by Position for Calculations
This example illustrates how to group time blocks by position for calculations and then calculate overtime for those positions together.
A worker has 3 positions. Position 1 and 3 are subject to the same overtime rules under a collective agreement with Syntec. You want to evaluate these together. Position 2 has different overtime rules.
Position | Location | Collective Agreement | Position-based Time Calculation Group | Worker-based Time Calculation Group |
|---|---|---|---|---|
1 | San Francisco | Syntec | Time Block Conditional | Standard Overtime |
2 | San Francisco | Other | Standard Overtime | |
3 | Oakland | Syntec | Time Block Conditional | Standard Overtime |
Security:
Set Up: Time Calculations
domain in the Time Tracking Calculations functional area.- Access theCreate Time Calculation Grouptask.Create a position-based time calculation group.
- In theNamefield, enterPositions under Syntec Collective Agreement.
- Select thePosition Basedcheck box.
- In theEffective Datefield, select the current date from the calendar prompt.
- ClickOKandDone.
- Access theCreate Time Tracking Eligibility Ruletask.
- In theDescriptionfield, enterCollective Agreement is Syntec.
- Select these values in theRule Conditionsgrid:And/OrSource External Field or Condition RuleRelational OperatorComparison TypeComparison ValueAndCollective AgreementOn the Position business object.in the selection listValue specified in this filterSyntec
- ClickOK.
- Access theCreate Time Calculationtask.Create a time block conditional calculation.
- In theNamefield, enterSyntec.
- From theCalculation Typeprompt, selectTime Block Conditional Calculation.
- ClickOK.
- From theTime Block Conditionsprompt on theGeneral Optionstab, selectIs Calculated Time Block.
- From theAdd Tagsprompt, selectCreate Time Calculation Tag.
- In theTime Calculation Tag Namefield, enterCollective Agreement Syntec.
- ClickOK.
- On theGroupstab, add a row to theTime Calculation Snapshotsgrid.Time Calculation GroupPositions under Syntec Collective AgreementEffective DateSelect the current snapshot.
- ClickOK.
- Access theCreate Time Calculation Grouptask.Create a worker-based time calculation group.
- In theNamefield, enterShift Workers.
- In theEffective Datefield, select the current date from the calendar prompt.
- ClickOKandDone.
- Access theCreate Time Tracking Eligibility Ruletask.
- In theDescriptionfield, enterShift Workers - USA.
- Select these values in theRule Conditionsgrid:And/OrSource External Field or Condition RuleRelational OperatorComparison TypeAndWork ShiftOn the Worker business object.is not emptyValue specified in this filter
- ClickOK.
- Access theCreate Time Calculationtask.
- In theNamefield, enterCollective Agreement Overtime.
- From theCalculation Typeprompt, selectStandard Overtime Calculation.
- ClickOK.
- Complete theGeneral Optionstab:PeriodDailyReplace Hours Greater than (value)8Include Calculation TagsRegularCollective Agreement SyntecAdd TagsOvertimeRemove TagsRegularCollective Agreement SyntecTime Day Based OnCalculated Date
- On theGroupstab, add a row to theTime Calculation Snapshotsgrid.Time Calculation GroupShift WorkersEffective DateSelect the current snapshot.
- ClickOK.
- Access theMaintain Time Calculation Prioritiestask.Give the new calculation a priority of 200.
- In thePrioritycolumn of the Syntec row, enter200.
- In thePrioritycolumn of the Daily OT > 8 row, enter201.
- ClickOKandDone.
Position | Monday | Tuesday | Wednesday | Thursday | Friday | |
|---|---|---|---|---|---|---|
1 (Syntec) | Worked Time | 9:00-16:00 | 9:00-16:00 | 8:00-9:00 | 8:00-10:00 | |
Tags | Regular
Collective Agreement Syntec | Regular
Collective Agreement Syntec | Regular
Collective Agreement Syntec | Regular
Collective Agreement Syntec | ||
2 | Worked Time | 16:00-18:00 | 9:00-16:00 | 10:00-16:00 | 10:00-11:00 | |
Tags | Regular
| Regular
| Regular
| Regular
| ||
3 (Syntec) | Worked Time | 16:00-18:00 | 16:00-18:00 | 16:00-18:00 | 11:00-18:00 | |
Tags | Regular
Collective Agreement Syntec | Regular
Collective Agreement Syntec | Regular
Collective Agreement Syntec | Regular
Collective Agreement Syntec | ||
Overtime Applied | None | 17:00-18:00
Position 3 | None | None | 17:00-18:00
Position 3 |