Scheduling & Absence
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 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 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 System allows assigning contracts to employees either from Personnel screen individually or at a Global Level… Authorise Absences System allows Absence Managers to see and either approve or reject the requested absences Click on the icon… Balance Reset - Maintenance Screen Screen allows manually resetting the Balance of employees to start either with 0 or with a fixed amount It… Breaks System comes with 6 predefined Breaks. Each break can be defined as Paid or Unpaid with specific time limits.… Contract Categories System allows defining up to 10 Contract Categories Amend the description as required for each category and… Contract Hours Limit System allows defining the Contract limit when scheduling employee for the week Define the limits Pick the… Contracts System allows Contract Management at either individual or group of employees level. Add Contract Click on to… 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 About The document outlines how rounding rules affect hours calculation. In short, hours can be rounded… Daily Templates (Shifts) - Copy/Paste SQL Scripts Menu - Maintenance - General screen allows copying custom SQL scripts from 1 daily templates to others Daily Templates (Shifts) - Fixed Start/End with Break Template Type - Fixed Start/End with Break Employee can have 2 pair of IN/OUT swipes with a break in between… Daily Templates (Shifts) - Fixed Start/End with Multiple Breaks System allows adding multiple breaks (unlimited) definition within a shift if required 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 Template Type - Multi Shifts System allows Max 6 different shifts per day 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 All calendars consist of Day Types, these are the different days of the week (default) or days of the year… Delete Data - Maintenance Screen Menu - Maintenance - Delete Data screen allows: Delete Time and Attendance and Access Control Data manually… Delete Personal Data - Maintenance Screen Menu - Maintenance - Delete Personal Data employees screen allows: Delete employees' personnel data from the… 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 Functionality available only when employee swipes on Synergy App (Smart phone application for Android and… 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 Synegy 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 Select single or multiple employees Click on to mark selected items as leavers Insert Leave date and reason… Master Daily Templates and Assigments 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 The periods is a list of Calendars Day & Day Types matching each other Add Day Type Click on the icon to add… 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 Cause 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…