Daily Templates - Rounding rules

Daily Templates - Rounding rules


Daily Templates – Rounding rules

About

The document outlines how rounding rules affect hours calculation. In short, hours can be rounded upwards or downwards for swipes based on rules defined per daily template. 

Glossary

SWF – Synergy Work Force

Setup

Go to Work rules > Daily Templates > Add / Edit Daily template. There are 2 sets of settings related to rounding shown on screenshots below.

Important note: users should use either entry/exit exceptions for or rounding policy. Using both will result in double calculation of rounded time and confusing gross and net hours calculated like shown bellow

For all further examples, the daily template with the following rules will be used:

The rest of the settings were omitted for this example to simply hours calculation and make examples clear.

Entry / Exit exceptions

Entry exception

Entry exception affects calculation of Net hours when employee comes later than specified in daily template. Depending on exception type (Absolute or Relative) calculation will be adjusted accordingly.

The calculation will be applied for first IN and second IN (if present) for regular daily templates. The calculation will be applied for first IN only for daily template with 6 pair of swipes.

Absolute

Given the following setup:

When an employee is late and between 08:00 and 08:09, then net hours are calculated as if the employee comes on time.

When an employee comes at 08:10 or later, then net hours are calculated based on exact time employee come in.

Relative

Given the following setup:

When an employee is late and between 08:00 and 08:10, then net hours are calculated as if the employee comes on time.

When an employee comes at 08:11 or later, then net hours are calculated based on exact time employee come in + minutes defined for the exception.

Exit exception

Exit exception affects calculation of Net hours when employee leaves earlier than specified in daily template. Depending on exception type (Absolute or Relative) calculation will be adjusted accordingly.

The calculation will be applied for first OUT and second OUT (if present) for regular daily templates. The calculation will be applied for last OUT only for daily template with 6 pair of swipes.

Absolute

Given the following setup:

When an employee leaves early between 16:51 and 17:00, then net hours are calculated as if the employee leaves on time.

When an employee leaves at 16:50 or earlier, then net hours are calculated based on the exact time employee leaves out.

Relative

Given the following setup:

When an employee leaves early between 16:50 and 17:00, then net hours are calculated as if the employee leaves on time.

When an employee leaves at 16:49 or earlier, then net hours are calculated based on exact time employee leaves out + minutes defined for the exception.

Rounding Policy

The rounding policy will be applied for each of 2 pairs of swipes for regular daily templates directly matching the IN/OUT swipe. However, only the last OUT will be rounded according to the rules for daily template with 6 pairs of swipes.

The rules defined below before will be applied if an employee swiped IN/OUT before scheduled time. The rules defined below after will be applied if an employee swiped IN/OUT after scheduled time.

Given the following rounding policy settings:

Values below all IN and OUT correspond to interval for rounding. Values below all Cut-off correspond to cut-off point for rounding upwards or downwards will be applied.

Before: IN Cut-off

When an employee comes before the scheduled time between 07:50-07:55, then IN time will be rounded downwards to 07:50

When an employee comes before the scheduled time between 07:56-08:00, then IN time will be rounded upwards to 08:00

This rule will be applied to every 10 minutes interval, i.e.:

  1. 07:50-07:55 -> 07:50
  2. 07:56-08:00 -> 08:00
  3. 07:40-07:45 -> 07:40
  4. 07:46-07:50 -> 07:50
  5. 07:30-07:35 -> 07:30
  6. 07:36-07:40 -> 07:40
  7. and so on

After: IN Cut-off

When an employee comes after the scheduled time between 08:01-08:10, then IN time will be rounded downwards to 08:00

When an employee comes after the scheduled time between 08:11-08:15, then IN time will be rounded upwards to 08:15

This rule will be applied to every 15 minutes interval, i.e.:

  1. 08:01-08:10 -> 08:00
  2. 08:11-08:15 -> 08:15
  3. 08:16-08:25 -> 08:15
  4. 08:26-08:30 -> 08:30
  5. 08:31-08:40 -> 08:30
  6. 08:41-08:45 -> 08:45
  7. and so on

Before: OUT Cut-off

When an employee leaves before the scheduled time between 16:56-17:00, then OUT time will be rounded upwards to 17:00

When an employee leaves before the scheduled time between 16:50-16:55, then OUT time will be rounded downwards to 16:50

This rule will be applied to every 10 minutes interval, i.e.:

  1. 16:50-16:55 -> 16:50
  2. 16:56-17:00 -> 17:00
  3. 16:40-16:45 -> 16:40
  4. 16:46-16:50 -> 16:50
  5. 16:30-16:35 -> 16:30
  6. 16:36-16:40 -> 16:40
  7. and so on

After: OUT Cut-off

When an employee leaves after the scheduled time between 17:01-17:10, then OUT time will be rounded downwards to 17:00

When an employee leaves after the scheduled time between 17:11-17:15, then OUT time will be rounded upwards to 17:15

This rule will be applied to every 15 minutes interval, i.e.:

  1. 17:01-17:10 -> 17:00
  2. 17:11-17:15 -> 17:15
  3. 17:16-17:25 -> 17:15
  4. 17:26-17:30 -> 17:30
  5. 17:31-17:40 -> 17:30
  6. 17:41-17:45 -> 17:45
  7. and so on




    • Related Articles

    • Master Daily Templates and Assigments

      System allows defining Master Daily Templates that contains all the calculation rules same as Daily Templates except without Start and End time of the shift Master daily template can be used as a single global template for bunch of different shift ...

    • Daily Templates (Shifts) - General + Fixed Start/End

      Daily Templates simplify the process of defining daily work schedules and pay period calculations. Each template consists of a different combination of definition fields. Some of the definition fields contain a drop-down list where additional ...

    • Work Rules Overview

      Synergy Workforce performs its time and attendance calculations according to your organisation’s rules as defined by you in the Work Rules. Work rules convert time classifications into payable time. The rules encompass time recording for each day ...

    • Daily Browser

      Single screen allowing user(s) to add/delete/modify multiple transactions on multiple days at the same time It also allows users to make multiple adjustments, approve exceptions and book absences. 1. Filter options: Search by department, name, no, ...

    • Global Rounding Policy

      System allows recording and calculating time to the minute to minute rounding time, according to your company policies, rounding of entrances and exits can all be defined separately. Two different settings are used for defining the rules for ...