Frakt24 - FleetX Academy
Time and payroll · Level 3 · Expert and setup

Setup: the concepts behind time registration

Understand the building blocks of time registration, and the order to set them up in.

New 15 min Timeregistrering (tid og fravær) · module 43
1

Goals and why

What you will learn

  • what hour type, attendance type, employee type, compliance rule, shift and payroll period are
  • how the building blocks point to each other
  • why you set up the hour types first and the employees last
  • where you decide whether a group of employees punches or sends daily reports

Time registration is a chain. The driver registers an activity, and the activity points to an hour type. The compliance rules on the employee type decide what is normal time and what becomes overtime. The payroll period decides which export the hours land in. So a gap early in the chain gives wrong hours at the very end.

So build from the bottom: first what other things point to, then what points. Then everything is in place when the first employee punches in, and you avoid fixing days that were registered while the setup was half done. How time comes in is covered in How time is registered. You go through the screens in Setup in practice.

2

Key terms

Hour TypeWhat an hour is paid as: normal time, overtime, surcharge, absence or per diem, with the payroll system's code as External ID.
Attendance TypeWhat the employee is doing while time runs, for example driving, loading or break. Each attendance type has a category and an hour type.
Employee TypeA template for a group of employees. It decides which activities they can register, which compliance rules apply, and whether they punch, submit a daily report or both.
Compliance ruleThe limits for working time and rest, and how hours above normal time are turned into overtime or flexitime.
Work ShiftWhen the employee is expected at work. The shift gives the planned time in the work calendar and controls automatic punch-out, among other things. The overtime limit is set in the compliance rule.
Payroll PeriodFrom which day to which day a payroll month runs, and so which days go into which export.
3

Show me

The images show two screens: the employee type that brings it all together, and the attendance types that point to the hour types. Click a part of an image to see what it is used for.

Try it yourself in Steptour

An interactive walkthrough recorded in Frakt24. You click through the steps yourself, and it opens on top of this page.

4

Try it yourself

A new transport company is starting with time registration. Put the setup in an order where each step only points to something that already exists.
Your order appears here
5

Check yourself

All correct completes the lesson
Answer all correctly to complete the lesson You see which answers are wrong, and you can try as many times as you like. This lesson counts towards the level 3 badge in Time and payroll: 0 of 3 complete.
1. A driver has been loading for three hours. What decides which hour type the hours get before the compliance rules apply?

2. You created a new rule for maximum working time. The drivers' employee type already has other rules linked to it. The new rule never produces a violation. What is the most common cause?

3. The office should only punch, while drivers both punch and submit daily reports. How do you set that up?

4. A customer asks whether the setup is complete before the employees start registering. Where can you quickly see if anything is missing?

5. Office staff register time, but their hours never appear in the payroll export. Which setting do you check on their employee type?

6. The Loading activity type has been given the category Break by mistake. What is the result?

You are not signed in, so the result is not saved.

Trainer notesOnly shown when trainer mode is on
  • The time module dashboard warns about hour types without External ID, leave types without an hour type and attendance types without an hour type. A good starting point when a customer asks whether the setup is complete.
  • If you change a shift that already has attendance history, the change applies from the date you choose in Valid from, and the old shift is kept for the history.