Work plans should be set up for all working patterns in your business. You can choose to create a work plan manually, or if the work plan is 4 weeks or less you can download a pre-set Excel template within from People Manager, fill out the plan and upload this back into the system. All work plans are based on a 24-hour clock with start and finish times entered as hh:mm. Break times are entered as a length of time. We recommend not amending an existing work plan as this can impact previous absence and entitlements for your employees. Instead create a new work plan and assign this to an employee. Go to Employee record absence - Absence work plan tabto see how to assign the work plan to a particular employee.
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Click on Admin in your top menu bar and within the Absence absence section click on Administer Work Plansadminister work plans.
Creating a work plan manually
Within Administer Work Plans click New Click new and a panel will open on the right-hand righthand side.
Give the plan a name and enter the Fullfull-time Hours hours equivalent, then tick the box if this is Term Time term time only.
Work plans must be added in full weeks, if this shift pattern spans over multiple weeks simply click the Add add a Week week button at the bottom of the screen. On each day enter the start and , finish times and break duration, or if it is a non-working day leave the fields blank. On the days that have start and finish times, you will see the Workwork/Rest Column rest column will change accordingly. The Day Length day length will also prepopulate based on the start, finish and break times.
You can enter time either by clicking in the field and manually typing, or by click on the clock and scrolling through the number options. Break times are the length of the employee's break. For example, 1 hour for lunch needs to be entered as 01:00.
Click Savesave.
Downloading & uploading a work plan
Click on Admin admin on your menu bar, and within the Absence absence section click on Administer Work Plansadminister work plans, then click on Download Templatedownload template. This will download an Excel Spreadsheetspreadsheet.
The template headers should not be changed at all, simply fill out the fields you require. You can hover over red triangles in the corners of fields, and you will see an explanation appear.
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Any full weeks with nothing in the time fields will all be populated with 00:00 and removed by the system, once completed save your file.
Go to Administer Work Plans and click Upload Work Plans, administer work plans, click upload work plans and select the file you wish to upload.
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Click on the plan and the right-hand righthand panel will appear showing you all the data, you have imported. We recommend you check this before assigning this plan to an employee. If you do not wish to keep this plan you can click delete. Please remember to only do this if you have not assigned this work plan to any employee.
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