In this article:
What is a Work Profile?
A Work Profile is a configuration which determines the Leave & Sickness allocation and Leave & Sickness settings for a user or groups of users. It defines the working and non-working hours for employees, whether their Leave is accrued or given annually and whether they are entitled to Carry Over and a Length of Service Entitlement.
Your employees may have different terms of employment, which means they are entitled to a different Leave Allowance. In Appogee Leave you can set up a Work Profile for each condition of employment in order to satisfy these differences. There are no limits to the amount of Work Profiles you have and no limits to the number of employees in each Work Profile.
Creating a new Work Profile
Go to Leave > Admin & Config > Work Profiles. Click the Create Work Profile button in the top right corner.
Fill out the Main Details of the Work Profile by giving it a Name and selecting the Public Holiday Profile and optionally add a comment or notes.
The Leave Settings tab is split into 3 sections - work through these sequentially to create your Work Profile.
Working Rota
The Working Rota is used to determine the days of the week employees work or do not work, as well as how many hours in a working day.
If employees work shifts, or different hours on each day of the week, you will need to disable the working rota.
Choose which days of the week employees in this Work Profile work - if you have part time employees working different days, you can create a new Work Profile for each working pattern.
Select the start and end time of your day, and how many hours there are and the system will calculate a morning and afternoon session.
If your employees work a different amount of hours on a particular day, you can manually override the Working Rota as well. Ticking this option will open up the rota for you to edit. Adjusting the rota manually will affect the average hours per working day, which is used to calculate request lengths and remaining allowance.
Entitlements
On the Entitlements page you can choose whether your employees in this Work Profile are entitled to a Leave Allowance, a Sickness Allowance and up to 2 Custom Allowances.
Within each of the Entitlements on the table, you can set up the following:
Entitlement Type
Choose whether the allowance is Annual, Accrued or a combination of the two. Choose to add this number in Hours or Days, and the system will work out the hours in a day calculation using the previously configured Working Rota.
Carry Over Settings
Chose whether employees in this Work Profile are able to carry over leftover allowance from one year into the next, and whether this has an expiry.
Options
Choose whether employees in this Work Profile are able to exceed their allowance if they do not have enough left, and whether this deducts from next year's allowance or not.
Length of Service
Optionally add a Length of Service entitlement or award to employees within this Work Profile. This will add a Leave entitlement to your employees' allowances depending on the number of years they have been employed.
Select as many year bounds as you need, for example after 1 year, 3 years and 5 years of employment, employees are entitled to 22, 25 and 30 days.
The increment will be added to the entitlement on the table, so close the dialog and reopen the Entitlement.
For more information about Length of Service, take a look at the following article: Length of Service.
Options
Leave Start Month
Select a Leave Start Month - this is used to define the Leave calendar year for users within this Work Profile. The Start Month dropdown may be disabled if your settings are configured at a company level. To change this, go to System Config > General Settings > Leave.
Employee First Year Allowance
Choose how you'd like new starters' allowance to be calculated for users with an Annual Leave allowance. There are different pro-rata options for calculating the amount of leave a new employee will be entitled to in their first working year. If this is switched on, then you will be able to select rounding options, so that the allowance is a whole number.
Request Length Options
Choose what length requests your employees are able to make. Choose from Full & Half Day request, Full Day only requests or no restrictions, which would allow your employees to book 1 hour, for example.
Editing Work Profiles
It’s possible to edit your Work Profile in the same way you would create one.
Go to Leave > Admin & Config > Work Profiles
Open the Work Profile you want to edit, click through the tabs and edit the fields that need to be changed. You’ll notice there are additional tabs now: Employees and Audit. The Employees tab shows a list of employees who are assigned to this Work Profile as well as their current allowance. The Audit tab shows a list of all changes made to the Work Profile.