CONTENT

There is no separate section in the program for tracking working hours reduction leaves, but their accrual, used, and remaining hours can be maintained using salary types and calculation formulas. Balances can also be displayed on the payslip. For calculation and accumulation, new salary types and one new record type need to be established. One of the created salary types is used for accruing working hours reduction and the other for calculating the balance of remaining working hours reduction leaves. Taken working hours reductions are recorded in working hours with their own record type.

Customizing pekkaspäivä formulas

You can book a paid customized training session with a trainer to build pekkaspäivä formulas.

Link: Netvisor training

1. Option: Renewed salary model pekkaspäivä formulas

In Netvisor's renewed salary models, such as the "Technology Industry, Hourly Pay" salary model, the salary types are similar to the example above but with slightly different names and the formula has been simplified.

Salary types:

  1. Pekkaspäivä opening balance, source employee basic data
  2. Pekkaspäivä day off (not to be paid), record type formula: Hours x 1 x Calculated value salary type (1)
  3. Pekkaspäivä balance, formula: Pekkaspäivä opening balance - Pekkaspäivä day off (not to be paid)
  4. Pekkaspäivä day off

The pekkaspäivä opening balance can be entered into the employee's salary basis:

Salaries > Personnel > Salary basis management > Pekkaspäivä opening balance

The formula for the Pekkaspäivä day off record type can be edited in the payroll settings:

Salaries > Settings > Payroll settings > Record types > Pekkaspäivä day off

The calculation formula for the pekkaspäivä balance is visible in the salary model formulas:

Salaries > Payroll > Salary model management > Select "Formulas" from the salary model > Salary type formulas tab > Holidays and absences > Pekkaspäivä balance

The Pekkaspäivä day off salary type, found under the "Salaries and allowances" heading, can be used to manually pay pekkaspäivä days off if necessary.

2. Option: Creating new salary types

See additional instructions if needed for creating salary types.

1. Create a new salary type "Working hours reduction leave" with the information below
Note! Please provide accounting allocations suitable for the company's purpose

2. Create a new record type "Working hours reduction"
This record type is used when you want to record and pay accrued working hours reduction hours/days. Please provide a calculation formula suitable for the company's purposes and a Unit (hour or day).

3. Create a new salary type "Accrued working hours reduction" with the information below

Provide the salary type "Accrued working hours reduction" with the formula shown in the image below.

4. Create a new salary type "Untaken working hours reduction" with the information below.

Provide the salary type with a calculation formula and select the formula's Period start and Period end according to your situation.

Example 1: Formula based on all recorded transactions when all years' working hours reduction balances have been entered into the program and taken working hours reductions have also been recorded in the past.

Example 2: Formula only from current year transactions if past years' transactions have not been handled or contain errors or omissions.

Handling data in payroll

In payroll, working hours reductions can be handled in many different ways. Below is a case where accrued working hours reduction is entered as an annual balance in Salary history information. Working hours reduction leave is recorded in working hours tracking and paid when taken. The remaining balance shows the balance of remaining working hours reduction.

Manually accruing working hours reductions (annual balance)

If the amount of working hours reductions is reported annually, the balance available for the entire year is recorded at the beginning of the year in Salary history information. The balance available during the year should be recorded for the first calendar month of the year. The information is saved for each employee on the newly created salary type "Accrued working hours reduction".

Salaries > Settings > Payroll settings > Salary history information

  1. Select Employee
  2. Select Year
  3. Select Month
  4. Enter the accrued balance on the salary type row "Accrued working hours reduction"
  5. Save

Recording taken working hours reduction

1. Taken working hours reductions are normally recorded in working hours tracking

2. Transactions are brought up for payment on the payslip

Balance of remaining working hours reduction leave

The payslip shows the difference between accrued and taken working hours reduction hours on the row Untaken working hours reduction.

Formatting payslip

In salary model management, on the formatting tab, you can define where the salary type rows are displayed on the payslip. You can edit the view at Salaries > Payroll > Salary model management > select the salary model row "Edit" icon > "Formatting" tab

The Visible option defines whether the salary type row is displayed on the payslip (see image below, point 1)

Rows can be moved by dragging when you move the mouse pointer to the beginning of the row and the pointer changes to a four-headed arrow (point 2)

The row can be indented using the indent function (point 3)

3. Option: Accrual based on working days

Create the following salary types

  • Worked days / year
    • The salary type calculates worked days / year, based on which pekkaspäivä should accrue
  • Pekkaspäivä opening balance
    • Defines the opening balance from the beginning of the year
  • Pekkaspäivä table
    • Accrues pekkaspäivä for the current year based on worked days
  • Pekkaspäivä balance
    • Calculates remaining pekkaspäivä with the formula: "Pekkaspäivä opening balance + Pekkaspäivä table accrual - Paid pekkaspäivä = Remaining pekkaspäivä balance"

1. Create a new salary type "Worked days"

Salaries > Payroll > Salary model management > Select "Formulas" from the salary model > Salary type formulas tab > Add a new salary type and link it to the salary model

  • Name: Worked days
  • Group: Salaries and allowances
  • Payroll list group: Not considered
  • Source: User formula
  • Calculation: Included in calculation by default
  • Linking: Remove linking from Cash salary
  • Save

2. Start creating the formula for the salary type "Worked days" from the green plus

  • Pay period calendar information: Worked days in the pay period
  • Save

3. Create a new salary type "Worked days / year"

  • Name: Worked days / year
  • Group: Salaries and allowances
  • Payroll list group: Not considered
  • Source: User formula
  • Calculation: Included in calculation by default
  • Linking: Remove linking from Cash salary
  • Save

4. Start creating the formula for the salary type "Worked days / year" from the green plus

  • Salary type value over time period
    • Salary type: Worked days
    • Source of values: Row sum
    • Period start: Beginning of the current year
    • Period end: End of the current pay period
    • Calculation day: Last day of the pay period
  • Link all salary types whose days affect pekkaspäivä accrual
    • Continue the formula with the green plus and add a row for calculation: plus sign (+) and again "Salary type value over time period"

5. Create a new salary type "Pekkaspäivä opening balance"

  • Name: Pekkaspäivä opening balance
  • Group: Holidays and absences
  • Payroll list group: Not considered
  • Source: Employee salary basis
  • Calculation: Included in calculation by default
  • Save

6. Create a new salary type "Pekkaspäivä table 8h/20wd"

  • Name: Pekkaspäivä table 8h/20wd
  • Group: Holidays and absences
  • Payroll list group: Not considered
  • Source: Table data
  • Description: Pekkaspäivä table
  • Source salary type: Worked days / year
  • Default value: 0
  • Rounding: Round to the nearest whole number
  • Calculation: Included in calculation by default
  • Save

7. Create a table for the salary type "Pekkaspäivä table 8h/20wd"

Start creating the formula for the salary type "Pekkaspäivä table" from the green plus.

  • Comparison value range: Worked days
  • Value: The number of pekkaspäivä hours accrued for the given number of days
  • Handling according to the example image
    • Employee's worked hours less than 20 > No pekkaspäivä accrual
    • Employee's worked hours 20-39 > Pekkaspäivä accrual 8h etc.
  • Add comparison value ranges according to how worked hours should accrue pekkaspäivä
  • NOTE! Pekkaspäivä accrual (value) is reported in hours, not days

8. Create a new salary type "Pekkaspäivä balance"

Start creating the formula for the salary type "Pekkaspäivä balance" from the green plus.

  • Name: Pekkaspäivä balance
  • Group: Holidays and absences
  • Payroll list group: Not considered
  • Source: Employee salary basis
  • Calculation: Included in calculation by default
  • Save

9. Add formula to the salary type "Pekkaspäivä table"

  • Salary type: Pekkaspäivä opening balance
  • Calculation: + (plus sign)
  • Salary type: Pekkaspäivä table 8h/20wd
  • Calculation: - (minus sign)
  • Salary type value over time period
    • Salary type: Pekkaspäivä day off (Salary type used to record and pay taken pekkaspäivä on the payslip)
    • Source of value: Quantity
    • Period start: Beginning of the current year
    • Period end: End of the current pay period
    • Calculation day: Last day of the pay period

10. Setting the pekkaspäivä opening balance

Define the opening balance in the employee's salary basis: Salaries > Personnel > Salary basis management > Pekkaspäivä opening balance

NOTE! Always remember to mark a new balance at the turn of the year.

11. Salary model formatting

Edit the salary model formatting to hide new salary types that do not need to be visible to the employee on the payslip and edit the position of salary types on the payslip.

Salaries > Payroll > Payslips and pay periods > Select salary model > Formatting tab

Handling pekkaspäivä on payslip

The number of working days can be included on the payslip either:

  • Through working hours entries
    • Entries are approved before payroll
    • The record type must affect working hours
  • Or create a new record type for Working days
    • The number of days is entered when forming the payslip in the "Check selected salary basis" phase
  • Or the number of working days is given on the payslip by editing the "Payroll accountant view" tab for the respective salary type
  • Or the number of worked days is added to the payslip from the "Add new salary type row" menu

Example

In the example, all salary types are visible in the payslip row details. In the record type formulas, a record type is needed to record and pay taken pekkaspäivä. This salary type has been used in the "Pekkaspäivä balance" formula.

1. Handling on the payslip

  • Form payslips
  • Add information about worked hours and taken pekkaspäivä from approved working hours entries
    • (Or mark worked hours, taken pekkaspäivä, and worked days)


2. Form the payslip. "Payroll accountant view" tab shows the values of hidden salary types (pekkaspäivä table, pekkaspäivä opening balances, and worked hours).

In the example, "Worked days" has been manually added to the payslip by editing the salary type "Worked days" to 20 days.

In the example payslip, the pekkaspäivä balance is formed from the following values:

  • Set Pekkaspäivä opening balance in the employee's salary basis: 24h
  • New pekkaspäivä table accrual based on 20 working days: 8h
  • Taken pekkaspäivä "Pekkaspäivä day off": 8h (record type)
  • Pekkaspäivä balance: 24h + 8h - 8h = 24h

Frequently asked questions

How do I check the pekkaspäivä balance on the payslip?

If you notice errors in the calculation of the pekkaspäivä balance, you can check and correct the situation as follows:

  1. Open the payslip:
    Go to your payroll process and open an individual payslip from the "Edit" link. Salaries > Payroll > Payslips and pay periods > Select pay period dates
  2. Select the payroll accountant view tab and open the calculation formula:
    Press the gray dropdown menu from the "Pekkaspäivä balance" salary type, which opens the calculation formula.
  3. Check the calculation formula:
    Examine the formula and the values of the related salary types. The calculation example presented here shows how the pekkaspäivä balance is calculated:
    • Pekkaspäivä opening balance: Retrieved from the employee's salary basis Salaries > Personnel > Salary basis management
    • Pekkaspäivä table: The table value is checked from recorded working hours. The table can be checked from the salary model formulas: Salaries > Payroll > Salary model management > Select from the salary model > Formulas > Salary type formulas tab > Salaries and allowances > Pekkaspäivä table > edit (pencil/notepad icon)
    • Working hours reduction, quantity: The value is retrieved from recorded hours, which can be checked from working hours efficiency management: Salaries > Payroll > Working hours efficiency management > Retrieve record type hours from the formula's time period
  4. Check for possible deviations:
    Check if the deviation is related to the formula built for the salary type or recorded working hours included in the payslip. The hours included in the payslip can be checked from the "working hours, travel, and absences" tab.


This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.