Creating Work Schedule Rules

Objective

After completing this lesson, you will be able to create work schedule rules to be assigned to employees

Work Schedule Rules

After the individual elements have been set up for work schedules, you can define work schedule rules. Work schedules can then be generated and assigned to employees.

You can store various rules relating to work on public holidays in the work schedule rule. This is determined by the selection rules for day types.

You define work schedule rules and generate monthly work schedules in Customizing for Time Management under Work Schedules → Work Schedule Rules and Work Schedules.

Example of a Work Schedule Rule

The work schedule rule contains employees’ average working times.

You can store various rules relating to work on public holidays in the work schedule rule. This is determined by the selection rules for day types. Day types specify whether or not employees must work on public holidays, and whether they are paid for the work.

To apply the period work schedule to the public holiday calendar, you must enter two pieces of information in a work schedule rule.

The information required in a work schedule rule is as follows:

Reference date:
The reference date is the date on which the period work schedule is to start. We recommend you use a reference date that falls on a Monday.
Starting point:
The starting point is the position in the period work schedule at which the reference date is set.

For example, if you choose January 1, 2001 (a Monday) as the reference date, and 008 (8th day in the period work schedule) as the starting point, the late shift applies on January 1. The days before and after this reference date, are assigned an applicable daily work schedule once the period work schedule is applied.

Several work schedule rules can be based on one period work schedule. You can use a period work schedule for as many public holiday calendars as required. When the system generates the work schedule, it references the public holiday calendar stored in the work schedule rule. You can use one period work schedule for different work schedule rules in rotating shifts. To do so, you only have to move the starting point by one week, or as required (starting point 001, 008, and so on).

Create Work Schedule Rules

ExerciseStart Exercise

Business Example

You need to set up a work schedule rule to ensure employees’ average time is reflected correctly in the system. For this reason, you must know how to create work schedule rules to be assigned to employees.

Define work schedule rule AZ#### = your group number).

Steps

  1. Access Customizing.

    1. In Customizing, choose Time Management → Work Schedules → Work Schedule Rules and Work Schedules → Define Employee Subgroup Groupings.

  2. Check the employee subgroup grouping assigned to your employees.

    1. On the Change View "Text for Work Schedule Grouping": Overview screen, double-click Define Employee Subgroup Groupings.

    2. Check whether an employee subgroup grouping exists for salaried staff in the ES grpg and ES grouping for WS fields.

    3. Go back to the Change View "Text for Work Schedule Grouping": Overview screen and double-click Group Employee Subgroups for Work Schedules.

    4. Check whether the employee grouping for work schedules is assigned to your employee group (salaried staff). Grouping 2 should be assigned.

  3. Check the public holiday calendar assigned to your personnel subarea TP## . It should be 99.

    1. In Customizing, choose Time Management → Work Schedules → Work Schedule Rules and Work Schedules → Define Groupings for the Public Holiday Calendar. If prompted to choose a country, choose Other Countries.

    2. On the Change View "Assign Personnel Subarea to Public Holiday Calendar": Overview screen, search for your entry (with Personnel subarea TP##) and check whether a public holiday calendar is assigned to your personnel subarea TP##.

      (The public holiday calendar assigned to Personnel subarea TP## should be 99. If not, change the value to 99 and choose the Save pushbutton.)

  4. Define a work schedule rule (01). Use your period work schedule PZ## and name your work schedule rule AZ##.

    1. In Customizing, choose Time Management → Work Schedules → Work Schedule Rules and Work Schedules → Set Work Schedule Rules and Work Schedules.

    2. On the Change View "Work Schedule Rule": Overview screen, select the work schedule rule FLEX and choose Edit → Copy As from the menu.

    3. On the Change View Work Schedule Rule: Details of Selected Set screen, enter the following values in the respective fields:

      FieldValue
      ES Grouping2Salaried staff(choose)
      Holiday Calendar ID99
      PS grouping01
      Work Schedule RuleAZ## Enter ## Four hour Friday as the text.
      Period Work SchedulePZ##
      Ref. date for PWS01.01.1990
      Start point in PWS001
      Rule for day types01
      Start01.01.1990
      End12.31.9999

      Note

      If the work schedule you have copied has an entry in the Alternative WS rule field in the Reduced working hours area, delete this entry before saving your work schedule rule.

    4. Save your entries.

Learning

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