How to: Set Up Work Arrangement

In this article

To set up work arrangement

Sample use of Threshold

In the Work Arrangement page you can specify the agreement between the company and the employees. The work arrangement handles the conversion of the time registration to actual salary hours. Examples of work arrangements are Full Time and Part Time.

Every employee must be assigned to a work arrangement which then is controlling the method of conversion, how hours are rounded, what is the recommended number of hours during the planning period and various limits and restriction settings.

To set up work arrangement

1. Click the icon, enter Work Arrangement, and select the relevant link.
2. Click the New action.

3. Fill in the fields on the General FastTab as described in the following table.

   Field	Description
   Code	This is a unique identifier for the Work Arrangement, it could for example be FULLTIME or PARTTIME.
   Description	A description of the arrangement.
   Optimal Hours	Define the optimal number of work hours, depending on the Optimal Hours Type.
   Optimal Hours Type	Select Day, Week or Month.
   Arrangement Type	Scheduled - according to scheduled hour/time. Note: If employees are assigned to a Scheduled arrangement, they are not allowed to clock in to work unless there is a schedule for that specific date. Fixed - salary is a fixed amount and not related to the number of hours. Flexible - number of hours are controlled but can be outside scheduled time. Note : if the employee is assigned to Flexible arrangement, then they are allowed to clock-in regardless if they are scheduled for the specific date.
   Work Code Definition	Determines whether the work code logic is based on Time only (General), combination of Time/Shift (By Shift), or by the total hours worked (By Qty).
   Qty Date Formula	The Date formula to use to figure out the summary period of work hours when using By Qty work code definition. If blank then the summary of hours is within the same work day.
   Break Entries	Definition of how to handle breaks. The options are: None Create Salary Entry - creates an entry for the breaks and. Subtract Salary Entries - hours will be reduced according to the length of the break.

4. Fill in the fields on the Time Registration FastTab, as needed.

   This is where you can enter the tolerance in minutes that will be used to calculate whether an employee arrives or leaves early or late.

   Example: The Start Min. Allowance (-) field is set to 5 minutes. The time register indicates that an employee arrived at 07:56. The system can adjust the salary entry to 08:00 and the shift start to be 08:00. If the worker registers in at 07:25 there will be an unconfirmed entry in salary from 07:25 to 08:00 and the manager has to decide what action to perform. The rest of the shift from 08:00 will be as normal.

   Field	Description
   Start Min. Allowance (-)	Enter/view the number of minutes before the scheduled shift start time to adjust to the start time. Negative numbers cannot be entered.
   Start Min. Allowance (+)	Number of minutes after the scheduler shift start- time to adjust to the start time.
   End Min. Allowance (-)	Number of minutes before the scheduled shift end time to adjust to the end time. Negative numbers cannot be entered.
   End Min. Allowance (+)	Number of minutes after shift end time to adjust to the end time.
   Hour Approval	Determine how to approve hours. Accept According to Schedule - salary entries should be accepted automatically as long as they are according to schedule. No Automatic Acceptance Work Code Line Settings - the hours should be accepted according to the Work Code logic setup.
   Create Salary Entries	Determine if the system should create salary entries for employees assigned to this work arrangement, based on their hourly entries, their monthly entries (employees on fixed salary) or both.

5. Fill in the fields on the Limits FastTab, as needed.

   This is where you can enter limits for each day, week and/or month. You can for example determine that after employees work 100 hours in a month, they get overtime. In that case the threshold code could be Overtime, and threshold hours would be 100.

   Field	Description
   Max Hours Pr. Day	Limited number of hours per employee per day.
   Max Hours Pr. Week	Limited number of hours per employee per week.
   Max Hours Pr. Month	Limited number of hours per employee per month. Negative numbers cannot be entered.
   Roster Change Deadline	The options are: None, Hour Penalty or % Penalty. Determines if a penalty calculation (additional salary entries) is created if the roster assignment entry was changed after the deadline, and if so, if the additional entry is based on the hours or percentage.
   Change Deadline (Days)	The number of days the user can change the entry before the date.
   Change (Hrs. / %)	How many hours or percentage should be added.
   Change Work Code	Opens the Work Code window, where it is possible to change the work code used for the work code used for the penalty salary entry. The employee will get this additional penalty entry when the normal salary entry is created during the checkout process.
   Threshold Type	The options are: None or Yes.
   Threshold Hours	The number of worked hours the employee can reach until the threshold work code is assigned instead of the regular work code. The period summarized is determined by the Threshold Period Formula field.
   Threshold Work Code	If the threshold hours are reached within the set period, all salary entries within the same period are converted to the new work code.
   Threshold Period Formula	You can set a Business Central date calculation formula. This gives the user more possibilities in defining the Threshold period which the hours should be summarized for comparison to the Threshold hours. See standard Business Central date formulas for further reference.

Sample use of Threshold

An employee has an agreement to get overtime when working after 6 pm and during weekends, and normal payment during weekdays. However, when working over 160 hours a month in total, all hours after that should be paid as overtime, regardless of the time it was performed.

This would be covered by assigning the employee on a general work arrangement with settings to cover the overtime and weekend settings according to weekday and time of day.

However we would need to set the Threshold Hours to 160, and then set the Threshold Period Formula to <CM>+<1D>-<1M>, which will result in summary of worked hours within the current month. This would lead to that when the employee passes the 160 hour threshold, all ours after that are assigned according to the Threshold Work Code.