How to set up a new working pattern
Before you can create a new working pattern, you must first complete the following setup steps:
Create a working pattern
Once the above steps are complete, follow the instructions below:
In the Employees zone, click Lookups.
Click Pattern, then select Working Patterns.
Click New and enter the following details:
Name – Enter a name for the working pattern.
Type – Select the working pattern type.
Start date – Set this to the Sunday before the employee’s start date.
Expiry date – Enter an expiry date only if the pattern is for a fixed term.
Hours per week – Enter the employee’s weekly working hours.
If the employee has a multi-week schedule, enter the average weekly hours.
Weeks per year – Enter the number of weeks the employee works per year.
FTE – This is calculated using the entered hours per week and the working pattern type. If the notional full-time hours match the entered hours, FTE will be 1.
Holiday FTE – Enter the holiday FTE manually if it differs from standard FTE. Use this if, for example, an employee works fewer hours per day but not fewer days.
Use public holidays – Select this if the employee does not work on public holidays.
Non-work date set – Choose the appropriate non-work date set for the employee.
Non-work dates – Ensure the public holidays are defined in the non-work date set selected above.
Once you click Save, more tabs will appear.
Configure working days
Once you have saved the basic details of the form, more tabs will become available.
Make sure you have created a schedule for each time the employee will work e.g 9am to 4pm.
To configure which days the employee works, follow the steps below.
Click the Days tab, then click New.
Type 1 into the Week field.
Click the maginifying glass next to each day, to assign a schedule to each day of the week, then click Save.
🤓 Tip: If the working pattern is multiple weeks, e.g the employee has every other Friday off, click Save and create another. Type 2 into the Week field, then select the schedules.
Timesheet defaults (if applicable)
If you use timesheets, complete the following additional steps:
Click Timesheet Defaults, then enter:
Field | Description |
Default Outside Hours Pay Type | Select the default pay type for hours recorded outside standard working hours. |
Rounding at Timesheet Entry | Choose whether rounding applies to individual entries or the total in the timesheet. |
Rounding in Minutes | Enter the number of minutes to apply for rounding. |
Rounding Type | Select whether to round up, down, or to the nearest minute. |