With the efficiency management of working hours, you can search and change the status of recorded working hours. This guide covers the search criteria of the view, column management, data review by drilling down, and mass actions for editing records.
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Payroll > Payroll > Efficiency management of working hours
In the efficiency management of working hours, change the status of working hour records as desired and link and remove links from payslips. Use this tool to also search for working hour records from different periods using date search.
Search criteria and restrictions
- Filter the search by the status of records, payroll models, employees, or record types.
- Press the "Update view" button to apply the selections.
- Select the displayed time period from the menu above the table or set the desired time period in the date fields.
- Press the "Show" button to confirm the selection.
Displayed columns
- Select the displayed columns from the "Select fields" link.
- Group and filter data as needed.
- Open working hour data in Excel from the same menu.
Drilling down
Drill down into the details of working hours and employee information from the efficiency management of working hours view.
- Press the employee's name to view employee basic data.
- Press the "Date" column information to view working hour records for that time in the working hour entry view.
- Press the "Payslip" column to open the payslip where the hour records have been handled.
Mass actions
Perform the following actions on selected hour entry rows with mass actions:
- Change the status of selected working hour data (options: open, acknowledged, approved, paid)
- Link selected working hour data to the first payslip of the pay period
- Remove the link of selected working hour data from payslips
- Delete selected working hour data
Note that paid working hour records cannot be deleted. If you want to delete an hour entry, first change its status to open and then use the mass action delete button.
If there are pay period-specific entry rows recorded in the company that have not been linked to payslips or marked as handled, they will appear on the payslip for processing in the payroll process. If the records have actually already been handled, you can edit the status of these rows in the efficiency management of working hours under Payroll > Payroll > Efficiency management of working hours.
- Use date search to find the pay period-specific entry rows you want to handle.
- If the rows are intended to be linked to payslip rows, link them individually to the employee's payslip by selecting the desired payslip row from the dropdown menu.
- If the pay period-specific entry rows are only intended to be marked as handled without linking, select all the desired entry rows and perform the action "Mark selected pay period-specific entry rows as handled without linking to payslip row".
Access rights
- Ensure you have the Payroll accountant role (P) for page access.
- Check that the payroll function-specific rights include edit rights for time management Reporting section.
Payroll profiles with the necessary rights ready: All rights, Approver, Employee, Company management.
Frequently asked questions
How do I delete a paid hour entry?
A paid hour entry cannot be deleted directly. Change the status of the hour entry to open first, then you can delete it through mass actions.
Why do pay period-specific rows still appear on the payslip?
Rows appear on the payslip if they have not been linked or marked as handled. Mark them as handled in the efficiency management of working hours so they no longer appear in the payroll process.
Can I edit columns or export data to Excel?
Yes, through the "Select fields" link, you can choose columns, filter data, and open data in Excel format.
Keywords: Efficiency management of working hours, hour entries, mass actions, payroll, working hour tracking, linking, access rights
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