Scheduling & Absence
Absence Request Email Notification process Absence Request Email Notification Process If Employee is set up with Absence manager and Deputy Manager Note… Absence Request Notification Received But No Records Visible Customer complained that an absence manager was receiving the notification for an absence pending approval… Absence request: link duration / expire The default value is 7 days x 24 hours = 168 It can be changed in the file appSettings.config by adding this… Absence Tracking Absence tracking allows managing your organisation's time off and absence policies through automation,… Absences Employee absence has a huge impact on any organisation. It affects staff morale, disrupts the work of others,… Adjustments System allows creating various adjustments that can be used manually to approve/add/delete hours against the… Assign Contracts A contract can be assigned to one employee at a time from the Personnel screen, or to many at once here under… Authorise Absences System allows Absence Managers to see and either approve or reject the requested absences Click on the icon… Balance Reset - Maintenance Screen This screen resets employees' balances, either as a one-off or on a recurring schedule. Find it under Menu >… Breaks System comes with 6 predefined Breaks. Each break can be defined as Paid or Unpaid with specific time limits.… Contract Categories Contract Categories are the labelled buckets that hours are allocated to within a contract, such as basic… Contract Hours Limit Contract Hours Limits let you flag when an employee's scheduled hours for the week fall outside an acceptable… Contracts A contract defines an employee's expected hours and the thresholds used to sort those hours into Contract… Cost Centre Cost Centre allows calculating the cost within an organisation. A cost centre is a department within an… Customer needs to create days in the past for new starters on TimeLOG Web / Synergy Workforce If you need to generate days for dates in the past because a new starter was added to the system AFTER their… Daily Activities Daily Activity screen gives a quick snapshot of all the projects/tasks/jobs that you are part of. Users can… Daily Browser Single screen allowing user(s) to add/delete/modify multiple transactions on multiple days at the same time… Daily Details Daily Detail screen, allows user(s) to add/delete/modify transactions on a daily basis. Users can filter… Daily Templates - Rounding rules Daily Templates – Rounding rules About The document outlines how rounding rules affect hours calculation. In… Daily Templates (Shifts) - Copy/Paste SQL Scripts This screen copies the custom SQL statements attached to one daily template across to others, which saves… Daily Templates (Shifts) - Fixed Start/End with Break This template type is Fixed Start/End with Break. It gives an employee two pairs of IN and OUT swipes with a… Daily Templates (Shifts) - Fixed Start/End with Multiple Breaks System allows adding multiple breaks (unlimited) definition within a shift if required 1. Break Type - Select… Daily Templates (Shifts) - General + Fixed Start/End Daily Templates simplify the process of defining daily work schedules and pay period calculations. Each… Daily Templates (Shifts) - Multi Shift This template type is Multi Shift. It lets you assign several shifts to a single day, up to a maximum of six.… Daily Templates (Shifts) - Shift Matching Template Type - Shift Matching Shift Matching enables users to match/assign shifts based on actual IN/OUT… Daily Templates (Shifts) - Variable Start/End Template Type - Variable Start/End With above template, employee for example can start shift anytime between… Daily Templates (Shifts) - Variable Start/End with Break Template Type - Variable Start/End with Break With above template, employee can start shift anytime between… Day Types Every calendar is made up of day types. These are the days of the week by default, or specific days of the… Delete Data - Maintenance Screen This screen permanently deletes data from the system, so treat it with care: once a job completes, the… Delete Personal Data - Maintenance Screen This screen permanently deletes an employee's personnel data, logs and documents, and only works for leavers… Departments Synergy Workforce allows defining departments with multiple parent-child hierarchy levels There is no limit… Flexi Balance Flexi balance is a scheme where an organisation gives its employees the opportunity of flexible working hours… Geolocation Tracking Geolocation Tracking shows where each swipe was made, for swipes taken through the Synergy App, the… Global Rounding Policy System allows recording and calculating time to the minute to minute rounding time, according to your company… Global Schedule Threshold System allows blocking swipes by defining the thresholds based on the schedule times This can be done… Global Scheduler Allows user(s) to schedule employees globally with a desired date range Screen allows scheduling: Absence… Graphical Scheduler Graphical Scheduler allows you to effortlessly assign employees to specific cost centres or manage colleagues… Graphical Scheduler doesnt show any data following update to 4.1 Users need to make the selection in the filters after the update to 4.1 Half Day Absence Doesn't Count Towards OT Balancing When using Half day paid absence the Employee works > 50% expected and should be entitled to OT but system… How to configure Synergy Workforce to Allocate Swipe to previous date AHR 0000-0830 has the following night shift configuration "Allocate Transactions to Previous/Next Day" works… How to delete multiple personnel from the SWF system Deleting Multiple personnel from SWF system Here is how to do it. Select a page of Personnel, there will be… Import Absences Create the file structure and data in excel as per below. Fill in data as required Save a copy in standard… Import Schedules Create the file structure and data in excel as per below. Fill in data as required Save a copy in standard… Leave Reasons System allows creating unlimited Leave Reasons Leave reasons can be defined under Menu - Personnel - Settings… Leavers and Inactive You can mark employees as leavers or as inactive from the employee list. Select one or more employees using… Master Daily Templates and Assignments System allows defining Master Daily Templates that contains all the calculation rules same as Daily Templates… Periodic Templates (Shift Cycles) Periodic template allows users to create weekly, fortnightly, monthly or a period with X no of days Add… Periods A period links a day to a day type within a calendar. The Periods screen lists those matches. To add one,… Presence Information Panel (PIP) Presence Information Panel allows user(s) to monitor employees Absence/Presence of employee(s) in the real… Request Absences Absence request feature eliminates the need of filling in the paper when requesting absences i.e. Holidays.… Resource Scheduling With Synel's shift scheduling solution you can: Create positions and allocate qualifications - to create… Schedule Activity Go to Menu - Scheduler - Graphical Scheduler Schedule Activity Click on icon to schedule Pick the activity… Scheduling Overview The shift scheduling application also allows you to assign staff to particular jobs based on pre-defined… Setup Expense Mileage Screen allows user to view all the mileage claim submitted and approved for all employees into 1 single… Statutory Holidays Company statutory holidays for every year are defined in this section. Add Statutory Holiday Click on icon to… SWF - Applying Shift Templates in bulk with Global Scheduler Go to Scheduler Go to Global Scheduler Go to Daily Templates Tab Set the Filter by daily Template to the… SWF - Rounding Rules settings explained Rounding Rounding can be done either on the net presence or on the swipes It is recommended that both… Synergy App - Working against the Scheduled Activity Corresponding Synergy App settings and icons must be setup before user can start using the Scheduled Activity… Synergy Workforce / TimeLOG Web always pays the expected hours no more no less. When expected hours are paid with no OT or shortfall check if the employee's record in personnel has the tick… Time and Attendance Fire Report - Staff missing from overnight Staff missed from the fire report when the alarm triggered overnight The cause of the problem has been… Time and Attendance Module Overview Synel's Synergy Time and Attendance solution sits at the heart of a powerful Workforce Management Platform… Time Off Accruals Time off entitlement can build up over time based on clear, configurable rules. This guide explains how to… Using Virtual Terminals across Multiple Timezones Should you need to use Virtual Terminal (VT) across multiple time zones for the same customer it requires the… Work from home settings Work from home is set only for swipes coming from: Virtual Terminal Synergy Mobile App To configure work from… Work Rules Overview Synergy Workforce performs its time and attendance calculations according to your organisation's rules as… Working Time Directive Overview The law says that workers don’t usually have to work more than 48 hours a week on average, unless…