Change work schedule model

1. Balance the existing working time entries

2. Cancel directly entered half-day or full-day leaves

3. Create the new work schedule model

4. Assign the new work schedule model

4.1. Assign working schedule model
  4.1.1. Assign via User Administration
  4.1.2. Assign via Time Account

4.2. Adjust vacation days

5. Edit existing work schedule model

It's possible to change the work schedule model of your employees any time. For this take the following steps:

1. Balance the existing working time entries

If there are still working time entries which have to be balanced according to the old work schedule model, balance these entries first. Go to "Time Account" and use "Balance period". Detailed instructions on that can be found here.

2. Cancel directly entered half-day or full-day leaves

If there are already half-day or full-day leaves in the new period that were entered directly rather than by request, you must delete these under "Reports"/"Working time" and re-enter them after the change of working time model.

Before deleting, we recommend printing/exporting the affected postings so that you can then enter them again.

3. Create the new work schedule model

Now you create the new model. Go to "Administration/Work Schedule Models" and use "Add Work Schedule Model". Further information on how to configure work schedule models you can find in our Documentation.

4. Assign the new work schedule model

4.1 Assign working schedule model

Lastly you have to assign the new work schedule model to your employee. You have two different options to do this.

4.1.1. Assignment via User Administration

Go to "Administration/Users" and to "Edit user".

Go to the tab "Working time" and click on the button "Change Configuration".

Now you can select the new work schedule model and save the assignment. All changes will be applied back to the last time account balance.

4.1.2. Assignment via Time Account

You can also change the configuration for the selected user under "Time Account"/"All Accounts". Just click on the burger menu and select "Change Configuration".

If half-day or full-day leaves that were entered directly were deleted in order to change the work schedule model, they can now be entered again.

4.2. Adjust vacation days

If the vacation entitlement changes with the working schedule model, adjust the value for "Vacation per year" accordingly. timr will automatically apply the new vacation entitlement starting with the next vacation year.

For the current vacation year you have to adjust the vacation entitlement manually with a correction in the menu "Reports/Time account" > "Correct vacation". For more information, see the documentation Correcting hours and leave balance.

5. Edit existing work schedule model

If you don't need the old work schedule model in the future, you can also just edit the target hours. Note: In this case too you have to balance existing working time entries beforehand (see 1.). 

In order to edit the target hours of the existing work schedule model go to "Administration/Work Schedule Models" and choose "Edit Work Schedule Model" (gear symbol).