Checking Employee Schedule Compliance—Exercises

Basic Data Setup

Purpose: Before proceeding with the exercises in this section, you need to complete the ones listed below: 

Administering Wage Codes, 
Administering Employees,
 Administering Working Hours Schedules,
Administering Employee Deviations  
Creating Compliance Rules  

All other basic data is registered in conjunction with the main exercises. You ought to go through the Checking Schedule Compliance  exercise as well, in order to get an overview of how to use the compliance comparison functionality.

Main Exercise

Purpose: The purpose of this exercise is to learn how to create analyses of different kinds of employee schedule connections, and to learn how to interpret and process the result of an analysis. 

Windows:
Employee Schedule Analysis
Employee Deviation Days
Employee Schedules and Rules

Perform Employee Schedule Compliance Comparison

Purpose: The purpose of this exercise is to learn how to create an analysis of employees´ base schedules.

  1. Go to the Employee Schedules and Rules window.
  2. Assign two of the employees that you have access to, to the 8-5 schedule you created in the Checking Schedule Compliance/Working in the Compliance Analysis window. 
  3. Open the Employee Schedule Analysis window and create a new analysis.  
  4. Enter a name for your analysis in the Employee Schedule Compliance Comparison dialog box. 
  5. Select the Compliance Rule that you created in the Basic Data Setup exercise (Creating Compliance Rules).
  6. Select the two employees that you assigned the schedule to, in the first step of this exercise.

Note: Use the List of Values to access a list containing all employee numbers you have access to. It is possible to select several employee numbers in the list.

  1. Use a four-week reference period i.e. enter a compliance start date that corresponds to the Monday previous to today and an end date that is the Sunday four weeks from that Monday.
  2. Use the default comparison parameters. 
  3. Click Ok.
  4. In the Employee Schedule Analysis window, there should be two rows, one for each employee, both of which should display OK (no alerts found) in the Alert Type column.

Analyze Personal Deviation Schedules 

Purpose: The purpose of this exercise is to show you the effect of personal deviation schedules in an employee schedule Compliance Analysis

  1. Go to the Employee Deviation Days window and select one of your employees. 
  2. Right-click New Employee Deviation Cycle. 
  3. Select a time interval that begins Monday the current week and lasts for four weeks.
  4. Enter 7 as cycle length. Click OK.
  5. Enter a day type containing 8 hours of work time for Saturdays.
  6. Go to the Employee Schedule Analysis window and create a new analysis that covers the same four-week period as the Deviation Cycle.
  7. Verify that the result contains alerts caused by rest and work time limits being exceeded. 
  8. Select one row and right-click Employee Deviation Days. Right-click to open the Deviation Cycle. Delete the cycle.
  9. Repeat the analysis in the Results window and verify that the alerts are removed.

Additional Use of the Employee Schedule Compliance Comparison Functionality

  1. Create a new analysis. Use an five-week interval and clear the Alerts only check box.
  2. Make a query in the results table using the right mouse button option Query. 
  3. On the Query tab, add Normal% in the Validity field, so that you select only such results that are valid for Normal Hours.
  4. Click OK and verify that the result now contains only rows with validity set to Normal Hours.
  5. Make a new query, select previous query in the Saved Queries list. 
  6. Go to the Group and Sum tab.
  7. Select the action Summarize in the Scheduled Presence field. 
  8. Choose to group scheduled presence on position and on job, by adding 1 and 2 to the Group fields connected to the Position and Job fields. 
  9. Click on the Save button to open up the Save Query dialog. Add a name to your query i.e. Scheduled Presence per position and job. 
  10. Create another group and sum analysis where you analyze the number of scheduled hours per week. Do this by adding a 3 to the Alert Start Date field and save your query.