2 Work Schedule Manager - Sept2013

BOS/e PeopleWARE User Manual
Copyright 2013
www.diginfobettersystem.com
BOS/e Work Schedule Manager 2
Introduction: Managing the Employee's Work Schedule

MODULE 1 - Inroduction to BOS/e Worksked manager
CHAPTER 1: Introduction
CHAPTER 2: Using The BOS/e Worksked Manager
MODULE 2 - BOS/e Worksked Manager Policy Codes
CHAPTER 1: WorkSked Policy Familiarization
ACTIVITY 1 - POLICY CODE: WORKING Policy
ACTIVITY 2 - POLICY CODE: NONWORKING Policy
ACTIVITY 3 - POLICY CODE: COMMON Policy
MODULE 3 - BOS/e Worksked Manager Work Schedule
CHAPTER 1: Setting Up Employee Work Schedule
ACTIVITY 1 - WORK SCHEDULE: Flexible Schedule
ACTIVITY 2 - WORK SCHEDULE: Straight Schedule
ACTIVITY 3 - WORK SCHEDULE: Actual Schedule
ACTIVITY 4 - WORK SCHEDULE: Alternate Schedule
ACTIVITY 5 - WORK SCHEDULE: All Schedules
CHAPTER 2:Schedule Assignment for Employees
MODULE 4 - BOS/e Worksked Manager Pattern Codes
CHAPTER 1: Setting Up Employee Pattern Codes
ACTIVITY 1 - PATTERN CODES: Straight
ACTIVITY 2 - PATTERN CODES: Flexible
MODULE 5 - BOS/e Worksked Manager Supporting Components
CHAPTER 1: Using Viewer
CHAPTER 2: Using Clone
Using BOS/e WorkSked Updating Form
CHAPTER 1: Introduction
ACTIVITY 1 - How to Open BOS/e WorkSked Updating
Form
CHAPTER 2: Updating Employee Work Schedules
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This manual guides you through the steps involved in managing the work schedules of
employees in your organization. It introduces and imparts the skills and knowledge needed
for successfully using and implementing the pertinent components of BOS/e PeopleWARE in
managing the work schedules of your organization.
Work Schedule Management refers to the process of creating and configuring the various work
schedule patterns and policies applicable to your company and assigning them to employees.
Schedules that can be created include actual, straight, alternate and flexible work schedules.
Creating the work schedules is the third prerequisite in order to be able to process your
companys payroll.
This manual shows the interrelationship of the components listed below. These components
will help us in managing the companys work schedules effectively:
1. BOS/e WorkSked Manager this component allows the users to maintain

company-specific work schedules and at the same time, provide templates for
creating: actual, straight, alternate and flexible work schedule. It can also simulate a
one-month predefined work schedule per employee.
2. BOS/e WorkSked Updating Form this is used in updating the work schedules
assigned to employees via BOS/e WorkSked Manager. This kiosk component can be
deployed to employees themselves or their team leads for purposes of updating their
respective schedules.
The work schedules that you would assign to employees are used by BOS/e Attendance
Transaction Manager in validating attendance-related transactions such as overtime permits,
leave applications, time-out/excuse slips, and other exceptional events. BOS/e Attendance
Processor also refer to the work schedules in processing attendance data which are
ultimately uploaded to BOS/e Payroll Processor.
Expected users of this manual are those tasked with maintaining and updating the company
work schedules and associated policies and assigning them to employees.
After reading this manual, you are expected to be able to:
1. Understand the relationship of the components involved in the Work Schedule

Management Process.
2. Understand the functionalities and uses of each component.
3. Apply the pertinent BOS/e PeopleWARE functionalities in managing your companys

work schedules and policies and their assignment to employees.
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Overview
Component Highlights
Outline of WorkSked Setup
Opening BOS/e WorkSked Manager
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BOS/e WORKSKED MANAGER

Introduction
The operating hours of most companies and their corresponding business rules vary
depending on the organizations type of business. There are those with 8:00 to 17:00 regular
office shift, which is common among financial establishments e.g. banks, and our local
government sector. On the other hand, manufacturing companies have 24-hour operations
cycle that requires a shifting work schedule. Other companies have flexible working hours
that allow their employees to complete their assigned work hours within designated ranges,
for instance 10-working hours is required to be completed per day in any given option such
as (A) 7:00 to 17:00; (B) 8:00 to 18:00; or (C) 9:00 to 19:00. There are some companies,
for example those belonging to fast food industries that adapt an actual schedule. Meaning
these employees have no definite work schedule and are paid based on their total working
hours rendered within the cut-off period.
Your companys work schedule is categorized in two. For non-exempt employees: those who
are supervisors and below, their required hours work in a day is eight hoursstraight shift.
For exempted employees on the other hand, those who are Department Heads, Officers,
Managers, and Executives, their required hours work in a day is also eight hoursbut on
flexible shift wherein their earliest time in is 0700 latest in is 1000 then set hours work as
complete.
BOS/e WorkSked Manager can handle complex and dynamic work schedules. This BOS/e
component allows users to maintain company-specific work schedule parameters.
Component Highlights:
Provides templates for creating actual, straight, alternate and flexible work schedules.
Allows users to define their companys attendance policies and practices, per work
schedule.
Allows users to assign different work schedules: Permanent, Temporary, and Sub-
temporary schedule to a particular employee, or group of employees
Simulation of an employees one-month schedule based on the set schedule
WorkSked Updating Form allows system administrator to regularly change and update
work schedules
Tracking and maintenance of work schedules for groups of fifty, hundreds, or even
thousands of employees will now become structured and systematic as compared to the days
when it was being recorded manually. The succeeding chapters of this module will guide you
in managing employee work schedules effectively. Once attendance processing begins, the
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BOS/e Attendance Processor will refer to the companys business rules embedded in the
BOS/e WorkSked Manager.
BOS/e provides the following components for managing the employees work schedules.
BOS/e Lookup Manager. It provides a functionality to maintain BOS/e

Lookup Files or tables that contain reference data, such as Working Days Lookup
and Holiday Codes Lookup.
BOS/e WorkSked Manager. This enables you to handle complex and

dynamic work schedules, to simulate an employees one-month work schedule
based on the set schedule, and to allow users to assign a work schedule to an
employee or group of employees. It also provides templates for creating actual,
straight, alternate and flexible work schedules
Steps In Setting Up Employees Work Schedules
Set up work schedule policies first

Create work schedule patterns or work schedules and then associate
them with pertinent policies
Assign the work schedules to employees
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Opening BOS/e Worksked Manager
Steps:
1. On the BOS/e Desktop (see Figure 1), click the [+] sign beside the folder of Business
Operating System for Enterprise, click the [+] sign beside the folder of BOS/e
PeopleWARE Core Components then right-click the BOS/e Worksked Manager.
A Run Component tab will appear, click the said tab. You may also opt to double-
click the BOS/e Worksked Manager icon in the right frame of the screen.
Figure 1. Opening BOS/e WorkSked Manager
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Overview
Steps in Setting Up Policy Codes
Activity 1: Working Policy
Regular
Overtime - Before In
Overtime - After Out
Overtime - Midbreak
Overtime - Common
Working - Break
Working - Night Differential
Working - Shift Differential
Activity 2: NonWorking Policy
Overtime
Break
Night Differential
Shift Differential
Activity 3: Common Policy
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WorkSked Policy Familiarization
A Policy Code is a general policy for a work schedule that includes regular hours, breaks,
night differential, shift differential, and overtime. There are three types of policies: working
day, non-working day (or rest day or day off; use of this term depends on your companys
practice) and common.
Setting up the Work Schedule Policy Codes
The starting point is to define the work schedule policy codes. The succeeding activities will
guide you through step-by-step in setting up the policies for Working Day, Non Working Day,
and Common Policy.
Steps:
1. To begin setting up Policy Codes, open the WorkSked Manager component of your
BOS/e. Refer to Module 1 Chapter II of this manual.
2. On the BOS/e WorkSked Manager menu bar (Figure 1), click WorkSked Manager
then select Policy.
Figure 1. Opening Policy Codes for BOS/e WorkSked Manager
3. To begin adding policy codes, click Edit.
4. Click Insert to add a new policy code.
5. On the right pane of your window, under the Details tab, provide the information
needed in the Policy Code and Description textbox.
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6. Define your Working, Non Working and Common Policy Codes for the item.
NOTE:
The process provided also applies to WorkSked and Pattern Codes. The
different tags, description, and scenarios are discussed in detail in the following
chapters of this module.
7. Click Save to display your created policy code on the left pane of the window.
Otherwise, click Cancel.
8. To delete an existing policy code, select it on the left pane of your BOS/e WorkSked
Manager window, click Edit then click Delete.

Working Day Policy
The policy for working day is a policy code that is associated with regular working day
schedule. For example, your companys regular working days are Monday through Friday.
These codes are your companys policies regarding standard regular working hours,
overtime, breaks, night, and shift differentials for those days. This will be your basis on
computing the total working hours of your employees.
The following figures and tables will guide you on how to work on your WORKING Policy
Codes.
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A. REGULAR
See Table1 below for the Regular Policy Code > with Meal Allowance. For your
Company, this particular policy code is recommended for employees who are not entitled to
OT such as the department heads and officers.
Table 1. Working\REGULAR - with Meal Allowance

POLICY DESCRIPTION/SCENARIO
If the employee has meal allowance for each working day
then this policy should be tagged.
It is recommended for employees who are not entitled to OT
(e.g. Department Heads and Officers)
With Meal Allowance Tag With Fix Meal Allowance of <amount> for the First
<number of minutes>, if the employee needs to be given a fix
amount of meal allowance in a specific number of minutes. Ex. An
employee is given 70php meal allowance for the first (120 minutes)
2 hours of work.
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Tag With Succeeding Meal Allowance of <amount> for the
succeeding minutes of <number of minutes>, if the employee
needs to be given meal allowance after the first number of minutes
provided. Ex. An employee is given 20php meal allowance for the
next (180 minutes) 3 hours of work once the first 2 hours of work
have elapsed.
Tag With Fix Meal Allowance of <amount> Beyond or Equal <#

of> minutes.
Table 1. Working\REGULAR - with Transportation Allowance

With Transportation Tag policy and enter amount to be received by employee as

Allowance fixed transportation allowance.
Table 1. Working\REGULAR - Late/Undertime

Tag policy if the company practices strict policy on lates.
Enter strict policy minutes on Half-day <number of
minutes>.
Enter strict policy minutes on Absent <number of minutes>.
Situation: half-day 120 minutes
Scheduled in&out 08:00 17:00
(1) actual in&out 10:02 17:02
Strict Policy on Lates
time in&out* 13:00 17:00
(2) actual in&out 07:56 14:52

time in&out* 08:00 12:00
* will be used as basis in the computations in BOS/e

Attendance Processor.
Tag policy if the company practices strict policy on

undertime.
Strict Policy on Undertime Enter strict policy minutes on Half-day <number of
minutes>.
Enter strict policy minutes on Absent <number of minutes>.
Tag this to apply the rules set in the Strict Policy on Lates
Apply/s to Night
and Strict Policy on Undertime on the Night Differential
Differential
as well.
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Table 1. Working\REGULAR - Grace Period

Tag policy to give employee extra minutes to cancel his/her
With Grace Period on Time-
late minutes. In effect, the employee will be included in the
In
tardiness report list but the late will not be deducted.
Situation: grace period 10 minutes
(1) actual time in 08:05am
scheduled time in 08:00am
time in* 08:00am
(2) actual time 08:15am

scheduled time in 08:00am
time in* 08:15am
Tag Deduct grace period from total tardiness (using

Situation#2), the 10 minutes grace period will be
subtracted from the total tardiness. The computed tardiness
would be 5 minutes (time in* 08:05 am).
Attendance Processor
With Grace Period on Time- Same concept with With Grace Period on Time-In, except
Out that it cancels the undertime.
Situation: grace period 10 minutes
(1) actual time out 16:55 pm

scheduled time out 17:00 pm
time out* 17:00 pm
(2) actual time out 16:47 pm

scheduled time out 17:00 pm
time out* 16:47 pm
Tagging Deduct grace period from total undertime (using

Situation#2), the 10 minutes grace period will be subtracted
from the total undertime. The computed undertime would be
3 minutes (time out* 16:57 pm)
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Table 1. Working\REGULAR - Leaves

Tag policy to ignore all swiped/biometrics in & out when there's
Ignore Swipe if there is a approved filed leave. The employee will not be paid for the rendered
Leave Application hours worked.
Prioritize Leave Application Tag policy to prioritize leave instead of swiped in & out.
Situation: scheduled in&out 08:00 17:00
actual in&out 10:05 17:23
filed leave 4hrs VL
output* : HRWK = 4 ; VL = 4
* computation of BOS/e Attendance Processor

This means that the approved leave application of the
employee will be prioritized versus the swipe in and out but
the rendered hours worked will be paid as OT if filed as OT.
Minimum Chargeable to Leave Minutes
Minimum Chargeable to
Set minimum OT (in minutes) that can be charged to leave.
Leave
Use Required Leave Hours Tag this policy to use required leave hours of the employee.
Table 1. Working\REGULAR - Other/s
Tag policy if employee is not required to swipe in/out. Should

the employee do swipe in/out with late/undertime, the said
Set Hours Work as
late/undertime will be disregarded. In effect, the employee
Complete
will be given a perfect attendance. This policy applies usually
to Managers, etc.
Offset Late to Extended Tag policy for employees who are allowed to offset his/her
Hours late minutes to his/her extended hours.
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B1. OVERTIME\ BEFORE IN
Figure 2. Active Tabs: WORKING\OVERTIME\BEFORE IN
Table 2. Working\OVERTIME\BEFORE IN - Regular Overtime

Allow Overtime Tag policy and enter Minimum Overtime <number of
minutes> Minutes if employee is allowed to render overtime
before scheduled time in, and number of minutes is required
to compute the overtime.
Tag Require Overtime Permit if employee is required to file

an overtime permit otherwise all extended hours will be
computed as overtime. Offset Undertime to Early Birds
Overtime and Complete Standard Regular Hours works
differently.
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Offset Undertime to Early Birds Overtime

- if total undertime is
less than or equal to total overtime minutes rendered prior
scheduled time in/out, it will be added to hours worked.
The remaining overtime minutes will be computed as
overtime, as long as, it is equal or greater than the
minimum overtime minutes. Otherwise, the remaining
overtime minutes will be computed as early bird (Unpaid
early In).
Situation : Scheduled in&out 08:00 17:00

Actual in&out 05:55 16:35
OT permit 06:00 08:00
Computation*: HRWK = 8.0
OT = 1.58
UWOP = 0
Complete Standard Regular Hours total undertime will
not be added to hours worked but only deducted from total
early bird (early In) overtime hours.
Same situation : Computation* : HRWK = 7.42
OT = 1.58
UT = 0.42
With Meal Allowance policy has the same concept with

meal allowance on regular days, if the employee has meal
allowance for every paid rendered overtime then this policy
should be tagged. Tag With Fix Meal Allowance of
<amount> for the First <number of minutes>, if the
employee needs to be given a fix amount of meal
allowance. Tag With Succeeding Meal Allowance of
<amount> for the succeeding minutes of <number of
minutes>,

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B2. OVERTIME\AFTER OUT
Figure 3. Active Tabs: WORKING\OVERTIME \AFTER-OUT
Table 3. Working\OVERTIME\AFTER-OUT - Regular Overtime

Almost as same concept with Overtime Before
Allow Overtime Time In.
Tag policy and enter Minimum Overtime
<number of minutes> Minutes if employee is
allowed to render overtime after scheduled time
out, and number of minutes is required to compute
the overtime.
Tag Require Overtime Permit if employee is

required to file an overtime permit otherwise all
extended hours will be computed as an overtime.
Tag and enter Earliest OT Start Time <time> to

validate what time the employee is allowed to
start his/her overtime.
Offset Late to Early Birds Overtime and
Complete Standard Regular Hours works
differently.
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Complete Standard Regular Hours total late
will not be added to hours worked but only
deducted from total extended hours overtime.
Situation : Scheduled in&out 08:00 17:00
Actual in&out 09:02 19:35
OT permit 17:00 19:30
Computation* : HRWK = 6.97
OTREGF8 = 1.47
LWOP = 1.03 ; LATE = 1.03
Offset Late to Overtime - if total late is less

than or equal to total overtime minutes, it will be
added to hours worked. The remaining overtime
minutes will be computed as overtime, as long as,
it is equal or greater than the minimum overtime
minutes. Otherwise, the remaining overtime
minutes will be computed as extended hours.
Same Situation :
OTREGF8 = 1.47
LWOP = 0; LATE = 1.03
Tag and enter With Fix Offset Late to Overtime

<number of minutes> minutes, if offsetting of
late is with fix number of minutes.
Same Situation : Fix offset minutes 30 minutes
OTREGF8= 1.58
LWOP = 0.73;LATE = 1.03
As for policy With Fix Offset Late to Overtime

<number of minutes> minutes, tag and enter
number of minutes if offsetting of late is with fix
interval minutes.
Same Situation :
Fix interval offset minutes 30 minutes
OTREGF8 = 1.58
LWOP =
0.03;LATE = 1.03
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With Meal Allowance policy has the same
concept with meal allowance on regular days, if
the employee has meal allowance for every paid
rendered overtime then this policy should be
tagged.
Tag With Fix Meal Allowance of <amount> for
the First <number of minutes>, if the employee
needs to be given a fix amount of meal allowance
for a number of OT minutes rendered.
Tag With Succeeding Meal Allowance of
<amount> for the succeeding minutes of
<number of minutes>
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B3. OVERTIME\MID BREAK
Figure 4. Active Tabs: WORKING\OVERTIME \MID-BREAK
Table 4. Working\OVERTIME\MID-BREAK - Policy Codes
Regular Overtime Tag policy and enter Minimum Overtime <number of minutes>
First Break Minutes if employee is allowed to render overtime during his/her first
break, and number of minutes is required to compute the overtime.
Tag Require Overtime Permit if employee is required to file an
overtime permit otherwise all extended hours during first break will be
computed as overtime.
MidBreak Minutes if employee is allowed to render overtime during his/her
mid-break, and number of minutes is required to compute the
overtime. Tag Require Overtime Permit if employee is required to
file an overtime permit otherwise all extended hours during midbreak
will be computed as overtime.
Third Break Minutes if employee is allowed to render overtime during his/her
third break, and number of minutes is required to compute the
overtime. Tag Require Overtime Permit if employee is required to
file an overtime permit otherwise all extended hours during third
break will be computed as overtime.
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B4. OVERTIME\COMMON
Figure 5. Active Tabs: WORKING\OVERTIME\COMMON
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Table 5. Working\OVERTIME\COMMON - Policy Codes

Allow OT on Leave Tag policy to allow employees to render overtime even
if on leave.
Tag Require Overtime Permit on Leave if employee

is required to file an overtime permit otherwise all
extended hours will be computed as overtime.
Overtime Interval with Grace Tag and enter Overtime Interval with Grace
Period of <number of minutes> Period of <number of minutes> Minutes
Minutes
Compute Overtime By Range Tag policy to compute overtime by specified time

range.
Overtime Group 1 Start Time <time> End Time
<time>
<time>
<time>
Situation: Overtime start time 17:00 23:30

OT Group1 Start Time 06:00 End Time 14:00
Computation* : OTREGN8 = 5.0 (17:00-22:00)
OTREGS8 = 1.5 (22:00-23:30)
* Will be used as basis in the computations in BOS/e

Attendance Processor.
Compute Overtime By Fix Range Tag policy and enter Compute Overtime By Fix
Range <hours> hours to compute overtime with fix
hours.
Situation: Overtime start time 17:00 23:30
OT Fix hours =4
Computation* : OTREGF8 = 4.0 (17:00-21:00)
OTREGN8 = 2.5 (21:00-23:30)
*Will be used as basis in the computations in BOS/e

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C. BREAK
Figure 6. Active Tabs: Working Break
Table 6. WORKING\BREAK Policy Codes
First Break Tag policy and enter Start Time <time> End Time <time> to deduct
first break.
Tag Strict Mid-Break if employee is required to swipe during mid-

break.
Mid Break Tag policy and enter Start Time <time> End Time <time> to deduct
mid break.

break.
Third Break Tag policy and enter Start Time <time> End Time <time> to deduct
third break.

break.
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D. NIGHT DIFFERENTIAL
Figure 7. Active Tabs: WORKING\NIGHT DIFFERENTIAL
Table 7. WORKING\NIGHT DIFFERENTIAL\Compute Night Differential

During Regular Working Tag policy and enter Start Time <time> and End Time
Hour <time> The entered time range will be used as basis for
computation of night differential for regular hours.
On valid Overtime Before Tag policy and enter Start Time <time> and End Time
Time-In <time> The entered time range will be used as basis for
computation of night differential for Overtime Before
Time-In.
On valid Overtime After Tag policy and enter Start Time <time> and End Time
Time-Out <time> The entered time range will be used as basis for
computation of night differential for Overtime After Time-
Out.
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Table 7. WORKING\NIGHT DIFFERENTIAL\Compute Night Differential by

Range
Compute Night Differential Same concept with Overtime By Time Range, tag policy to
By Time Range compute night differential by specified time range.
Night Differential Group1 StartTime<time>
EndTime<time>
EndTime<time>
EndTime<time>
Situation : start time 17:00 03:30
ND Group1 Start Time 18:00 End Time 22:00
Computation* : NDREGF8 = 4.0 (18:00-22:00)
NDREGN8 = 4.0 (22:00-02:00)
NDREGS8 = 1.5 (02:00-03:30)
*Will be used as basis in the computations in BOS/e

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E. SHIFT DIFFERENTIAL
Figure 8. Active Tabs: WORKING>SHIFT DIFFERENTIAL
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Table 8. WORKING\SHIFT DIFFERENTIAL\Compute Shift Differential
During Regular Working Tag policy and enter Start Time <time> and End Time
Hour <time> The entered time range will be used as basis for
computation of shift differential for regular hours.
On valid Overtime Before Tag policy and enter Start Time <time> and End Time
Time-In <time> The entered time range will be used as basis for
computation of shift differential for Overtime Before
Time-In.
On valid Overtime After Tag policy and enter Start Time <time> and End Time
Time-Out <time> The entered time range will be used as basis for
computation of shift differential for Overtime After Time-
Out.
Table 8. SHIFT DIFFERENTIAL\Working Compute Shift Differential by Range
Compute Shift Differential Tag policy to compute overtime by specified time range.
By Range Shift Differential Group1 StartTime <time> EndTime
<time>
Shift Differential Group2 StartTime <time> EndTime
<time>
Shift Differential Group3 StartTime <time> EndTime
<time>
Situation : start time 15:00 07:00

SD Group1 Start Time 06:00 End Time 14:00
Computation* :SDREGF8 = 1.0 (06:00-07:00)
SDREGN8 = 7.0 (15:00-22:00)
SDREGS8 = 8.0 (22:00-06:00)
* Will be used as basis in the computations in BOS/e

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Policy for Non-Working Day
The policy for non-working day (see Figures 9 to 12) is a policy code that is associated with
rest days and holidays. For example, your companys rest days are Saturdays and
Sundays. There are cases when it is mandatory for employees to report during their rest
days, this is when your Non Working policies are defined.
The succeeding figures and tables will guide you on how to work on your NONWORKING
Policy Codes.
A. OVERTIME
Figure 9. Active Tab: Overtime
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Table 9. Non-Working\OVERTIME - Policy Codes

Allow Overtime Tag policy and enter Minimum Overtime <number of minutes>
Minutes if employee is allowed to render overtime before scheduled time
in and number of minutes is required to compute the overtime.
Tag Require Overtime Permit if employee is required to file an

overtime permit otherwise all extended hours will be computed as
overtime. Tag policy and enter number of minutes, Overtime Interval
with Grace Period of <number of minutes> Minutes.
With Meal Allowance policy has the same concept with meal
allowance on regular days, if the employee has meal allowance for every
paid rendered overtime then this policy should be tagged.
Tag With Fix Meal Allowance of <amount> for the First <number of
minutes>, if the employee needs to be given a fix amount of meal
allowance. Tag With Succeeding Meal Allowance of <amount> for
the succeeding minutes of <number of minutes> Minutes.
Tag policy and enter amount, With Fix Transportation Allowance of

<amount>, to compute for a fix amount of transportation allowance.
Compute Tag policy to compute overtime by specified time range.
Overtime By Overtime Group 1 Start Time <time> End Time <time>
Range
Overtime Group 2 Start Time <time> End Time <time>
Overtime Group 3 Start Time <time> End Time <time>
Situation : Overtime start time 17:00 23:30

Computation* : OTREGN8 = 5.0 (17:00-22:00)
OTREGS8 = 1.5 (22:00-23:30)
* will be used as basis in the computations in BOS/e Attendance

Processor
Compute Tag policy and enter Compute Overtime By Fix Range <hours> hours
Overtime By Fix to compute overtime with fix hours.
Range
Situation : Overtime start time 17:00 23:30
OT Fix hours =4
Computation* : OTREGF8 = 4.0 (17:00-21:00)
OTREGN8 = 2.5 (21:00-23:30)
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Required With Fix Meal Allowance of <amount> if the employee needs to be

Allowance But given a fix amount of meal allowance.
No OT
By Beyond or Equal Hours <time>--refers to the maximum time the
allowance is applicable. The amount of the allowance is the same even if
the employee exceeds the maximum time set.
By Worked Minimum Hours of <minutes>--refers to the minimum

working minutes that must be rendered by the employee before s/he will
be entitled to the allowance.
With Fix Transportation Allowance of <amount>--tag this if with fix
transportation allowance.
B. BREAK
Figure 10. Active Tab: Break
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Table 10. Non-Working\BREAK - Policy Codes

First Break Tag policy if first break is to be deducted from rendered overtime.
Tag policy and enter amount, Fix break of <number of minutes>
minutes, if break to be deducted is with fix minutes. Tag policy
and enter time range, By Range Start Time <time> End Time
<time>
Mid Break Tag policy if mid break is to be deducted from rendered overtime.
Tag policy and enter amount, Fix break of <number of minutes>
minutes, if break to be deducted is with fix minutes. Tag policy
and enter time range, By Range Start Time <time> End Time
<time>
Third Break Tag policy if third break is to be deducted from rendered

overtime. Tag policy and enter amount, Fix break of <number of
minutes> minutes, if break to be deducted is with fix minutes.
Tag policy and enter time range, By Range Start Time <time>
End Time <time>
C. NIGHT DIFFERENTIAL
Figure 11. Active Tab: Night-Differential
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Table 11. Non-Working\NIGHT DIFFERENTIAL - Policy Codes
Compute Night Differential Same concept with Overtime By Time Range, tag
By Time Range policy to compute night differential by specified time
range.
EndTime<time>
EndTime<time>
EndTime<time>
Situation: start time 17:00 03:30

Computation* :
NDREGF8 = 4.0 (18:00-22:00)
NDREGN8 = 4.0 (22:00-02:00)
NDREGS8 = 1.5 (02:00-03:30)
*will be used as basis in the computations in BOS/e

Tag this policy to compute differential during non

Night Differential Regular
working days.
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SHIFT DIFFERENTIAL
Figure 12. Active Tab: Shift Differential
Table 12. Non-Working\SHIFT DIFFERENTIAL - Policy Codes

Compute Shift Differential Tag this policy to compute shift differential during
During Non-working Days non-working days and then set the <start time>
and <end time> on the text boxes provided.
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Common Policy
The COMMON POLICY (Refer to Figure 13) is a policy code defined whenever a Legal or a
Special Holiday falls on either a working or a rest day. This includes policies on overtime,
inclusion of meal and transportation allowances, and whether it is compulsory that an
employee reports to work before and after the said holiday.
Figure 13. Active Tab: Common Policy for WorkSked Manager
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Table 13. COMMON Policy Codes

Under Legal Holiday
Tag policy Pay Legal Holiday to compute for Legal
Pay Legal Holiday Holiday, in effect the employee will receive pay. But If
attendance is required before or after or even before and
after the holiday, just tag the policies Require
attendance before Legal Holiday and Require
attendance after Legal Holiday.
Compute Absent during Legal Holidayif the

employee is absent before the Legal Holiday, s/he will
incur two absences, the day before the holiday and the
day of the holiday per se.
Require attendance after Legal Holidaytag this if the

attendance of the employee is required after the Legal
Holiday so that s/he will be given Holiday Pay.
Compute Absent during Legal Holidayif the

employee is absent after the Legal Holiday and the
Require attendance after Legal Holiday is tagged,
s/he will incur two absences, the day after the holiday and
the day of the holiday per se.
Under Special Holiday
Pay Special Holiday Tag policy Pay Special Holiday to compute for Special
Holiday, in effect the employee will receive pay. But If
attendance is required before or after or even before and
after the holiday, just tag the policies Require
attendance before Special Holiday and Require
attendance after Special Holiday.
Compute Absent during Special Holidayif the

employee is absent before the Special Holiday and
Require attendance before Special Holiday is tagged,
s/he will incur two absences, the day before the holiday
and the day of the holiday per se.
Require attendance after Special Holidaytag this if

the attendance of the employee is required after the
Special Holiday so that s/he will be given Holiday Pay.
Compute Absent during Special Holidayif the

employee is absent after the Special Holiday and Require
attendance after Special Holiday is tagged, s/he will
incur two absences, the day after the holiday and the day
of the holiday per se.
Others
Pay Company Holiday Same policy with Special and Legal, tag policy to compute
company holiday.
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Prioritize Official Business Tag policy to prioritize filed Official Business in

Application TimeOut/Excuse Slip (see Attendance Transaction
Manager) instead of swiped in and out.
Pay Holiday if with OT Tag policy to automatically pay for the holiday when
employee rendered overtime during the holiday, policies
Require attendance before and after holiday are
disregarded.
Situation :
Pay Regular Hours during Legal Holiday
Require attendance before Legal Holiday
Require attendance after Legal Holiday
June 12(Legal Holiday) 8:35-17:15 Independence Day
June 11 No swipe
Computation* : June11 ABSENT 8.0
June12 HOLLG 8.0
OTLGRGF8 7.0

Strict Special Holiday Tag policy to pay special holiday when there's swipe in/out
during the holiday. This will disregard Require attendance
before and after holiday policies.
Strict Legal Holiday Tag policy to pay legal holiday when there's swipe in/out
during the holiday. This will disregard Require attendance
before and after holiday policies.
Force overtime Tag policy to force strict number of allowed OT hours.
Situation: Actual in & out : 8:00 - 23:00

Filed OT : 17:00 - 23:00
Max Force OT : 2 Hrs
Computation* : HRWK 8.0

OTRGF8 2.0

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Accumulate OT Hours for Tag if the employee is entitled to a certain amount for
Meal Allowance his/her accumulated OT hours for the day (early bird/early in
OT and after schedule OT).
Amount of <amount> For First <minutes> min

indicate the amount to be given for the first number of
minutes rendered as OT by the employee.
Amount of <amount> Succeeding <minutes> min

indicate the amount to be given to the employee for the
succeeding minutes of stay (rendered as OT) in the office.
Under Overtime
Maximum of <number of Tag policy and enter maximum number of minutes of
minutes> minutes overtime that can be computed as chargeable to leave.
Chargeable to Leave
Minimum of <number of Tag policy and enter minimum number of minutes of

minutes> minutes overtime that can be computed as chargeable to leave.
Chargeable to Leave
Overtime with Interval of Tag policy and enter number of minutes of interval,
<number of minutes> computation of overtime will be every interval minutes
minutes entered.
Include Overtime on Tag policy to use overtime in validation of payment of holiday.

Holiday for validation Situation : Holy Wednesday No swipe
Maundy Thursday 08:42 17:01
Good Friday No swipe
Computation* : Holy Wednesday Absent 8.0
Maundy Thursday OTLGRGF8 7.0
Good Friday HOLLG 8.0
* computation of BOS/e Attendance Processor
Under Other Item Code/s

Meal Allowance Code Enter allowance code in the text box provided to overwrite the
meal allowance default code set-up.
Transportation Allowance Enter allowance code in the text box provided to overwrite the
Code transportation allowance default code set-up.
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Additional Minutes to Time Refers to the additional minutes that will be given to the
Out employee to time out.
Situation : Actual in/out : 08:00 - 16:56

Additional minutes: 5
Computation* : HRWK 8.0

Saturday and Sunday
Premium
Pay Regular Working Day Tag policy to give extra pay for Hours Worked or overtime that
Premium falls during Saturday or Sunday.
Pay Non-working Same as the Pay Regular Working Day Premium, just tag this
Day/Overtime Premium policy to apply the policies set up in the Non-Working Tab.
Complete Standard Tag this to require the employee to complete the standard
Regular Hours working hours before s/he can get the Saturday and Sunday
premium.
Pay Regular Working Day Same as the Pay Regular Working Day Premium, just tag this
Premium By Range item to get the Saturday and Sunday premium. The difference
between the two is that the latter requires a certain time
range.
Pay Non Working Same as the Pay Regular Working Day Premium, just tag this
Day/Overtime Premium item to get the Saturday and Sunday premium. The difference
By Range between the two is that the latter requires a certain time
range.
Groupings
Saturday/Sunday Same as the Overtime By Range concept. If the Pay Regular

Premium Group 1 Working Day and the Pay Non Working Day/ Overtime
Premium by Range were tagged, the fields under Groupings
must be filled up: From <Hours> To <Hours>. Group 1 refers
to the first time range.
Saturday/Sunday Group 2 refers to the second time range.
Premium Group 2
Saturday/Sunday Group 3 refers to the third time range.
Premium Group 3
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Overview
General Steps in Setting Up Work Schedules
WorkSked Common Items
CHAPTER 1 - Setting Up Employee Work
Schedule
Activity 1 Flexible Schedule
Activity 2 Straight Schedule
Activity 3 Actual Schedule
Activity 4 Alternate Schedule
Steps in Setting Up Alternate
Workschedule
Inserting Another Patter Under the Same
Worksked Code
Activity 5 All Skeds Schedule
CHAPTER 2 - Schedule Assignments for
Employees
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Setting Up Employee
Work Schedule
OVERVIEW:
Setting up Work Schedule is the next step after defining all of your systems Policy Codes.
This is all the work schedules that are adapted by all of your employees.
Setting up Employee Work Schedules

The succeeding chapters will guide you step-by-step in setting up Straight, Flexible,
Actual, and Alternate Schedules.
General Steps:
For every work schedule: Straight, Flexible, Actual, or Alternate, these general steps will
apply on creating and setting up of different schedules.
1. To begin setting up Work Schedules, open the WorkSked Manager component of

your BOS/e. Refer to Module 1 Chapter II of your Administrator Manual on how
to run BOS/e PeopleWARE WorkSked Manager. Then the BOS/e WorkSked Manager
window will be displayed on your screen.
2. On the BOS/e WorkSked Manager menu bar (Figure 14), highlight WorkSked Manager
then select WorkSked.
Figure 14. Setting Up Employee Work Schedules
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3. Click Insert to add a new schedule code.
4. Fill in the Schedule Code and Description dialog boxes with the needed information.
5. Enter your schedule specifications for the following work schedules: Straight, Flexible,
Actual and Alternate Schedule Types. Each work schedule type will be discussed in
detail in the following chapters of this module.
6. After all work schedules have been accurately filled up, click Save to save.
Otherwise, click Cancel to disregard the changes.
7. To delete an existing schedule code, click .
Common:
These windows are found common to all Work Schedules. Fill up with the requested
information.
Schedule Type:
Permanent This work schedule is

assigned as the base schedule of an
employee. It will only be assigned once.
Temporary This work schedule is

assigned within a date range.
Click the Policy Code Lookup to select

what policy will be attached to your work
schedule.
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WORK SCHEDULE:
Flexible Schedule
Flexible Schedule also known as Flexi-time, means allowing employees to

complete their required working hours on a pre-arranged group range (Refer to
Figure 15). Refer to Table 14 for a description of each information box in this
window.
Figure 15. Flexible Work Schedule
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Table 14. Flexible Tags and their Descriptions

Tags Description/Scenario Format Example
The actual date the Flexitime
mm/dd/
Schedule will be available for
yy
Start Date assignment. 01/01/13
The actual date the Flexitime mm/dd/
End Date Schedule will unavailable. yy 06/30/13
The earliest time an employee
HH:SS
Flexi Earliest In can time in. 6:00
Indicates the latest time an
employee can time in without HH:SS
Flexi Latest In being considered late. 17:00
The total number of working

hours expected to be satisfied by
Required Hours Work an employee. 8 hours
Allowed Time-In
Intervals *Not applicable unless requested.
* Latest In Scenario:
Employee A Work Schedule
Flexi Earliest In 6:00

Flexi Latest In 10:00
Required Hours 8 (exclusive of break)
If an employee logs in at 7:00, s/he will not be considered late and can log
out at 16:00 without incurring undertime. With this in/out, he was able to render 8
working hours. If an employee logs in at 10:00, s/he can log out at 19:00. However,
if an employee logs in at 10:30 and logs out at 19:30, s/he will incur a 30minutes
late since s/he's no longer within the range of allowable time in for his/her work
schedule.
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WORK SCHEDULE:
Straight Schedule
Straight Workschedule is defined when an employee is expected to be at work at the
assigned Time In, and can only leave at the assigned Time Out (Figure 16). Unlike Flexible,
a Straight work schedule is strict, in a sense. Refer to Table 15 for a description of each
information box in this window.
Figure 16. Straight Work Schedule
Table 15. Straight Work Schedule Tags and their Descriptions

The actual date the Straight Schedule
will be available for employee
Start Date assignment. mm/dd/yy 01/01/13
The actual date the Straight Schedule
End Date will be unavailable for assignment. mm/dd/yy 06/30/13
The time an employee is expected to
Time In report to work, first swipe/biometrics. HH:SS 8:00
The time an employee is expected to
Time Out leave the office, last swipe/biometrics. HH:SS 17:00
Indicates the latest time an employee
can swipe-in/time in before being
Latest In marked tardy. HH:SS 8:00
Required Hours The total number of working hours

Work expected to be satisfied by an employee. 8 hours
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WORK SCHEDULE:
Actual Schedule
Actual Schedule means that an employee has no predefined Time In and Time out.
There are no lates or early birds/'early in' in this schedule. Its only requirement is
for the employee to complete their required working hours for that day. If the
employee exceeded the required working hours, this can be filed as overtime (if
granted); or if an employee failed to deliver the required working hours, this is
considered undertime. Refer to Table 16 for a description of each information box in
this window.
Figure 17. Actual Work Schedule
Table 16. Actual Work Schedule Tags and their Descriptions

The date the Actual Schedule will
Start Date be available for assignment mm/dd/yy 01/01/13
End Date be unavailable. mm/dd/yy 06/30/13
hours expected to be satisfied by
Required Hours Work an employee. 8 hours
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WORK SCHEDULE:
Alternate Schedule
An Alternate Schedule (Figure 18) means that a particular employee has a defined
schedule but rotates on a weekly, bi-weekly basis depending on the work schedule
pattern assigned. To set up Alternate Schedule, one must first define a Pattern
Code which will be discussed in Module 4 of your Worksked Manual. Notice that
Alternate Schedule does not ask for a Policy Code since this will be attached when
you set up your Pattern Codes. Refer to Table 17 for a description of each
Figure 18. Alternate Work Schedule
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Table 17. Alternate Work Schedule Tags and their Descriptions

Start Date be available for assignment. mm/dd/yy 01/01/13
End Date be unavailable for assignment. mm/dd/yy 06/30/13
Alternate Schedule Scenario:

Employee B work schedule
Mondays thru Thursdays 09:00 19:00
Fridays 09:00 18:00
Saturday and Sunday - RD
Steps in Setting Up Alternate WorkSchedule:
1. On the BOS/e WorkSked Manager menu bar, click WorkSked Manager then select
WorkSked. If the WorkSked is dimmed, it means that you are already in the
Worksked window. Ensure that you are on the Alternate tab.
2. Click Insert to add a new schedule code.

3.
4. At the right pane of your WorkSked Manager window, click the Details tab. Fill in the
Schedule Code, Description, and Type dialog boxes with the needed information.
Also, provide the Start Date then click Save icon.
5.
6. On the left pane window (Figure 19), expand the contents of WorkSked Manager
Alternate. Select and click the code you have just created then click Edit.
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Figure 19. Alternate WorkSked window
7. To add a new Work Schedule Pattern Code, single-click a box under Pattern
Code. Notice that the Lookup icon will appear (Figure 19). Click this to show the
Pattern Lookup window that lists all available pattern codes (Figure 20).
Figure 20. Select Pattern Code Lookup Window
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8. Choose a pattern code by highlighting it, then clicking Select.
9. Refer back to Figure 19. You will find TOMG-7:30-4:30 WD under Pattern Code.
10. Refer to Figure 20. To set up the number of days this pattern will occur, double-click
the box under No of Days then enter your preferred number.
11. Click the down arrow on your keyboard to create another slot for a pattern code then
repeat steps 7-9.
12. Click Save. The Pattern Code, No of Days, and Category should be reflected on
the Work Schedule Pattern.

WORK SCHEDULE:
All Skeds Schedule
OVERVIEW
All Skeds (Figure 22) will list the entire schedule you have created. Notice the right pane of
your WorkSked Manager; all Work Sked Assignments are in tabular form for easy viewing.
Figure 22. All Skeds Main Window
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Assigning Work Schedules to
Employees
After all Work Schedules have been defined, the next step is to assign them to
employees.
Each Work Schedule (Straight, Flexible, Alternate, and Actual) follows the same steps
in assigning schedule to employee. This chapter will guide you through this process.
STEPS:
1. On the BOS/e WorkSked Manager menu bar, highlight Assignment then select
Schedule Assignment (Figure 23), or you can click Schedule

Assignment icon.
Figure 23. Schedule Assignments
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2. The BOS/e WS Schedule Assignment box will appear (Figure 24). Refer to Table
18 for a short description of each item in this window.
Figure 24. WS Schedule Assignment
Table 18. WS Schedule Assignment Tags and their Descriptions

Schedule Type Function/Description
Tag this radio button if work schedule is Permanent.
Permanent Notice that there is no End Date.
Do not forget to place a check on the Active Sked box.
Tag this radio button if the work schedule is temporary.

Temporary Tag if work schedule covers greater than two days.
Supply the Start Date and End Date.
Tag this radio button if the work schedule is sub temporary only.
Tag if work schedule will only cover one day.
Sub-Temporary Supply the Start Date.
Notice that End Date is equal to the entered Start Date.
End Date is read-only.
3. On the Schedule Code box, click the Lookup icon and select the appropriate Code.
REMINDERS:
1. In Using Sub-Temporary, make sure you have already defined the Pattern Codes for your
Straight and Flexible work schedules. Notice that the Pattern code for your Actual work
schedule is also your Worksked Code.
2. Follow a simple naming convention for your pattern codes, worksked codes and policy
codes.
4. Afterwards, click Select Employee(s). The Filter Employees window will appear
(Figure 25).
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Figure 25. Filter Employees
5. To list all items, click Extract All. Otherwise, you have the option to filter your list.
6. Under Filter Records, fill up the Field box, Operator and Value information boxes.
7. Click Add then click Extract now. Notice the left pane will list all extracted items
that matched your filter.
8. Click Include All if you want all the listed items at your left window to be included to
your Selected list. Otherwise, you select one item at a time and then click Include.
9. When your list is complete, click OK. The Schedule Assignment window will display
again on your screen. Click Assign. All employees you have selected will now have
their assigned work schedule.
TIP: When setting up and assigning employees to your Alternate work

schedule, make sure that you have already set up your Pattern Codes which
will be discussed in Module 4.
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Tables 19 and 20 are some common scenarios to be considered while setting up the Work
Schedule.
Scenario 1
Special Holiday = Working Day, Legal Holiday = Working Day
SCENARIO PAYMENT
EMPLOYEE 12/23/02 12/24/02 12/25/02 12/24/02 12/25/02
RWD SWD LWD VALUE VALUE
REG1 P P 8 HRS. P 8 HRS. HOLSP 8 HOLLG 8

OTSPRGF8 8 OTLGRGF8 8
REG2 P A A HOLSP 8 HOLLG 8
REG3 P P 7 HRS. A HOLSP 8 HOLLG 8
OTSPRGF8 7
REG4 P A P 7 HRS. HOLSP 8 HOLLG 8
OTLGRGF8 7
REG5 A A A HOLSP 0 HOLLG 0
REG6 A P 7 HRS. A HOLSP 7 HOLLG 8
OTSPRGF8 0
REG7 A A P 7 HRS. HOLSP 0 HOLLG 8
OTLGRGF8 7
NREG1 P P 8 HRS. P 8 HRS. HOLSP 8 HOLLG 8

OTSPRGF8 8 OTLGRGF8 8
NREG2 P A A HOLSP 0 HOLLG 8
NREG5 P P 7 HRS. A HOLSP 7 HOLLG 8
OTSPRGF8 7
NREG7 P A P 7 HRS. HOLSP 0 HOLLG 8
OTLGRGF8 7
NREG3 A A A HOLSP 0 HOLLG 0
NREG4 A P 7 HRS. A HOLSP 7 HOLLG 8
OTSPRGF8 0
NREG6 A A P 7 HRS. HOLSP 0 HOLLG 8
OTLGRGF8 7
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Scenario 2
Special Holiday = Day Off Legal Holiday = Rest Day
SCENARIO PAYMENT
12/23/02 12/24/02 12/25/02 12/24/02 12/25/02
EMPLOYEE
RWD SDO LRS VALUE VALUE
REG2 P A A HOLSP 0 HOLLG 8

REG5 P P 7 HRS. A HOLSP 7 HOLLG 8
OTSPRGF8 7
REG7 P A P 7 HRS. HOLSP 0 HOLLG 8
OTLGRGF8 7
REG3 A A A HOLSP 0 HOLLG 0
REG4 A P 7 HRS. A HOLSP 7 HOLLG 8
OTSPDOF8 0
REG6 A A P 7 HRS. HOLSP 0 HOLLG 8
OTLGRGF8 7
NREG2 P A A HOLSP 0 HOLLG 8

NREG5 P P 7 HRS. A HOLSP 7 HOLLG 8
OTSPRGF8 7
NREG7 P A P 7 HRS. HOLSP 0 HOLLG 8
OTLGRSF8 7
NREG3 A A A HOLSP 0 HOLLG 0
NREG4 A P 7 HRS. A HOLSP 7 HOLLG 8
OTSPRGF8 0
NREG6 A A P 7 HRS. HOLSP 0 HOLLG 8
OTLGRSF8 7
Legend
A Absent
P - Present
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Overview
Setting Up WorkSked Pattern Codes
Straight Pattern Code
Flexible Pattern Code
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Setting Up Pattern Codes
OVERVIEW
Pattern Codes are generally used together with your Alternate work schedule and Sub-
Temporary schedules.
Setting up WorkSked Pattern Codes
The succeeding chapters will guide you step-by-step in setting up Straight and Flexible
Pattern Codes.
General Steps:
1. To begin setting up of Pattern Codes, open the WorkSked Manager component of

your BOS/e. Refer to Module 1 Chapter II of your Administrator Manual on how
to run BOS/e PeopleWARE WorkSked Manager. Then the BOS/e WorkSked Manager
window will be displayed on your screen.
2. On the BOS/e WorkSked Manager menu bar, highlight WorkSked Manager and then
select Pattern (Figure 26).
Figure 26. Setting Pattern Codes
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3. Click Insert to add a new Pattern Code.
4. Check the right pane of your WorkSked Manager window, fill in the Schedule Code
and other dialog boxes with the needed information.
5. After all Pattern Codes for Flexible and Straight schedules have been accurately
completed, click Save. Otherwise, click Cancel to cancel.

Pattern Codes : Straight
OVERVIEW
The Pattern Codes you will define here has a similar format as a Straight work schedule
(Figure 27). It is advisable that you follow a naming convention that complements your
Straight work schedule codes for better recall. Refer to Table 21 for a description of each
Figure 27. Pattern Code - Straight
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Table 21. Straight Work Schedule Pattern Codes

Tags Description/Scenario Example Format
Day Type
Tag this for regular
Working Day Mondays-Fridays
working day
Day Off Tag this for day-off varies
Tag this for rest days varies ;
Rest Day common :
Saturdays-Sundays
Time Covered
The time an employee
is expected to report to
Time In HH:SS 08:00
work, first
swipe/biometrics.
The time an employee
is expected to leave
Time Out HH:SS 17:00
the office, last swipe/
biometrics.
The total number of
working hours
Required Hours Worked expected to be 8 hours
satisfied by an
employee.
Allowed Time-in Interval (Mins.)
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Pattern Codes : Flexible
OVERVIEW
The Pattern Codes you will define here resembles the Flexible work schedule, refer to
Figure 28. It is advisable that you follow a naming convention that complements your
Flexible work schedule codes for better recall. Refer to Table 22 for a description of each
Figure 28. Pattern Codes for Flexible Work Schedule
Table 22. Work Schedule Flexible Pattern Codes
Tags Description/Scenario Example Format
Day Type
Tag this for regular working Mondays-
Working Day
days Fridays
Day Off Tag this for day-off varies
Tag this for rest days Varies,
common:
Rest Day
Saturdays-
Sundays
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Time Covered
The earliest time an
Flexi Earliest In employee can clock-in/time in HH:SS 06:00
for first swipe/biometrics.
The final hour an employee
Flexi Latest In can clock-in/time out for first HH:SS 17:00
swipe/biometrics.
Indicates the latest time an
Latest In employee can swipe-in before HH:SS 08:00
being marked tardy.
Required Hours Worked hours expected to be satisfied 8 hours
by an employee.
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Overview of VIEWER Function

Steps in Using Viewer
BOS/e Pop-up Calendar
Simulated WorkSked Viewer
Overview of CLONE Function

General Steps in using Clone
Steps in Cloning Worksked
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Using VIEWER
OVERVIEW
Use VIEWER function to simulate the schedule of your employee or group of employees on a
particular date range.
This function makes it easier for you to view a particular schedule for a particular date. The
BOS/e pop-up Calendar will help you select the exact date range of the schedules you want
to produce. It also features a Filter Employees lookup for you to easily extract the
employees you're searching for.
Steps in Using Viewer
1. Open your WorkSked Manager.
2. From the menu, click WorkSked Manager then select Viewer (Figure 29).
Figure 29. Selecting Viewer
3. The WorkSked Viewer window (Figure 30) will be displayed on your screen.
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Figure 30. WorkSked Viewer window
4. On the Date Range window, select the Start Date and End Date. Use the BOS/e
Pop-up Calendar (Figure 33) to select the date that you need.
Figure 31. BOS/e Pop-up Calendar
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5. Once you've entered the Date Range, click . The Filter Employees
window (Figure 32) will be displayed on your screen.
6. Select the names of employees whose schedule you need to view. Then click Ok.
The WorkSked Viewer window (Figure 33) will be displayed on your screen again.
Figure 32. Date Range
Figure 33. Simulated WorkSked
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Using CLONE
Use CLONE when the code you need to define is very much similar to the previous
WorkSked codes you have already created wherein there are only minimal changes.
General Steps in Using Clone Function
The following procedure will apply in cloning any of the following records: WorkSked, Policy,
and Pattern.
In this case, we will only show how to clone a particular WorkSked record. The steps used in
cloning a particular WorkSked code apply to the rest of the records under WorkSked
Manager.
Steps in Cloning WorkSked
1. To start using Clone, open the WorkSked Manager component. Refer to Module 1
Activity 1 of your Administrator Manual on how to run BOS/e PeopleWARE
WorkSked Manager. Then the BOS/e WorkSked Manager window will be displayed on
your screen.
2. On the BOS/e WorkSked Manager menu bar, highlight Clone and then select Clone
WorkSked (Figure 34).
Figure 34. Clone WorkSked
Or click on the menu bar.
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To Clone Policy:
Figure 35. Cloning a Policy
Or click on the menu bar.
To Clone Pattern:
Figure 36. Cloning a Pattern
Or click in the menu bar.
3. The Cloning WorkSked window (Figure 37) will appear on your screen. Select and
place a check on the particular WorkSked code that you need to copy. On the Code
and Description dialog boxes, enter new codename and description respectively.
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Figure 37. Listing of all records in WorkSked
4. Click Proceed. When the record has been successfully cloned (copied), a
window (Figure 38) will appear indicating that copying of record was successful.
Figure 38. Status of Copying Records
5. To confirm if the new record has been successfully added, go to the All Skeds listing
of your WorkSked and check if your new worksked is available.
6. Now that the record has been successfully cloned, you can now make your changes.
To do so, go to the WorkSked folder where your clone record is grouped.
7. To begin editing, click Edit. On the right pane, click the Details tab and input
the changes needed to be done on your new record. Then click Save when
finished. Otherwise, to delete your clone, click Delete.
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Summary
Running BOS/e WorkSked Updating Form
Two Ways to Update an Employee Record
Option 1: Use WorkSked Icons
Option 2: Directly Update the Record By
Reference Date
Steps on How to Use the Sort Function
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BOS/e WORKSKED UPDATING FORM

Introduction
The BOS/e WorkSked Updating Form is a Core Component that is functionally

related to BOS/e WorkSked Manager.
This component has the capacity to update work schedules that you have defined
using your BOS/e WorkSked Manager. To eliminate the probability of several users
having access to your work schedule codes and policies, we use this BOS/e
PeopleWARE HR Core Component BOS/e WorkSked Updating Form instead.
Timekeepers whose only responsibility is limited to updating and maintaining the

schedules of employees usually handle the BOS/e WorkSked Updating Form.

How to Open BOS/e WorkSked
Updating Form
This activity outlines and guides you through the steps involved in using the
BOS/e WorkSked Updating Form.
Running BOS/e WorkSked Updating Form
1. On the BOS/e Desktop (see Figure 1), click the [+] sign beside the folder of Business
Operating System for Enterprise, click the [+] sign beside the folder of BOS/e
PeopleWARE HR Kiosks Components then right-click the BOS/e Worksked
Updating Form. A run component tab will appear, click the said tab. You may also
opt to double-click the said component in the right frame of the screen.
2. Notice the BOS/e WorkSked Updating Form main screen will now appear.
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Updating the Employee Work Schedules
Steps in Updating Employee Work Schedules using BOS/e WorkSked

Updating Form
1. The first step in updating the employees work schedules that were previously
assigned using the BOS/e WorkSked Manager is to set the date range of work
schedules that will cover the records that needs to be updated. On the WorkSked
Updating Form menu bar (Figure 2), click Set Date Range icon, or go to
Tools then highlight and select Set Date Range.
Figure 1. Set Date Range
2. Notice that an information box will appear (Figure 2) on your screen that will prompt
you for the attendance period that you want to view for updating. Click the calendar
icon to show the BOS/e pop up Calendar. Use this in selecting the Start and End
dates.
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Figure 2. Set WorkSked Kiosk Date
3. Updating of a work schedule is done by ReferenceDate, meaning you edit a record

on a particular date where the worksked pattern code (schedule code) has to be
changed. Refer to Figure 3.
Figure 3. BOSe WorkSked Updating Form
4. After setting up the attendance period, you can now select the employee whose work
schedule record needs to be updated or edited. You can either use
Navigating buttons or Find and Filter buttons to extract the specific
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employee you need using query statements; or go to Record and then select the
function you need, e.g. Filter (Figure 4).
Figure 4. Filter
NOTE: Make sure that your pointer is placed on either the PersonnelIDNo,
Emp.Name, or Unit Code information boxes before using the Navigating
buttons in searching for the employee whose records needs to be updated.
Two Ways to Update an Employee Record
To begin updating your employee master list, select the particular employee whose record
needs to be changed or updated. Refer to the steps enumerated above.
Option 1: Use WorkSked icons
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1. You can update a particular record on a specific date using WorkSked

icons or on the menu bar go to WorkSked/Assign Work Schedule/[Permanent]
or [Temporary] or [Sub Temporary] from the drop-down menu (Figure 5).
Figure 5. Assign Work Schedule
2. Select the WorkSked that you'll use.
3. If you choose Permanent, an information box will appear (Figure 6) prompting you
to input the Start Date on when the new work schedule will take effect. Notice the
End Date is grayed out, a read-only mode. Since this is a permanent schedule, this
means it is fixed and will not change during the stay of the employee unless .
Figure 6. Change Schedule
4. Click OK. The Worksked Code dialog box will appear on your screen. The codes in
this dialog box were defined in your BOS/e WorkSked Manager. These have
already been sorted so that only those work schedule you tagged as Permanent in
your WorkSked Manager will appear.
5. If you choose Temporary or Sub-Temporary, there will also be an information box

that will prompt you to input a Start Date on when the new work schedule will take
effect and an End Date when the schedule will terminate. Click OK. The Worksked
Code dialog box will appear on your screen. The codes in this lookup were defined in
your BOS/e WorkSked Manager. These have already been sorted so that only
those work schedules you tagged as Temporary or Sub-Temporary in your WorkSked
Manager will appear.
6. Go through the records you have updated. To cancel all the changes you made click
Undo Changes Made, otherwise, to commit all changes click Save.
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Option 2: Directly Update the Record By Reference Date
1. You also have the option to directly update a particular record without having to use
the WorkSked icons. Click Edit. Go to the reference date where the work
schedule record has to be changed.
2. Under the Schedule Code column, double click a record. Refer to Figure 7. Click on
the button that will appear. Unlike when using the WorkSked icons, all the pattern
codes that you have set in the BOS/e WorkSked Manager will be listed. Just select the
pattern code that you need. Notice that the rest of the column fields will be
automatically filled up by just selecting a pattern code.
Figure 7. BOS/e WorkSked Updating Form window in Edit mode
3. Go through the records you have updated. To cancel all the changes you made click
Undo Changes Made, otherwise, to commit all changes click Save.
Steps on How to Use the Sort Function
The BOSe Work Schedule Updating Form has a function that will enable the user to sort
the data based on the fieldname that user will specify. This eliminates the browsing of
records and going through each and every column.
1. On the menu bar, click to show the Sort Records window (Figure 8).
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Figure 8. Sort Records window
2. Use the arrow buttons to select and move the fieldname (column) that you want to
use for sorting. The list on the left pane is all the fieldnames existing in your
WorkSked record, while the list on the right pane are the items that will be use for
sorting.
3. After selecting the column that will use for sorting, click Sort. The WorkSked
Updating Form window will appear on your screen with the items now sorted.
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BOS/e PeopleWARE User Manual

Introduction: Managing the Employee's Work Schedule

1. BOS/e WorkSked Manager this component allows the users to maintain

After reading this manual, you are expected to be able to:

1. Understand the relationship of the components involved in the Work Schedule

2. Understand the functionalities and uses of each component.

3. Apply the pertinent BOS/e PeopleWARE functionalities in managing your companys

BOS/e WORKSKED MANAGER

BOS/e Lookup Manager. It provides a functionality to maintain BOS/e

BOS/e WorkSked Manager. This enables you to handle complex and

Steps In Setting Up Employees Work Schedules

Set up work schedule policies first

BOS/e WORKSKED MANAGER

Figure 1. Opening BOS/e WorkSked Manager

BOS/e WORKSKED MANAGER

Setting up the Work Schedule Policy Codes

Figure 1. Opening Policy Codes for BOS/e WorkSked Manager

3. To begin adding policy codes, click Edit.

4. Click Insert to add a new policy code.

BOS/e WORKSKED MANAGER

Table 1. Working\REGULAR - with Meal Allowance

Tag With Fix Meal Allowance of <amount> Beyond or Equal <#

Table 1. Working\REGULAR - with Transportation Allowance

With Transportation Tag policy and enter amount to be received by employee as

Table 1. Working\REGULAR - Late/Undertime

(2) actual in&out 07:56 14:52

* will be used as basis in the computations in BOS/e

Tag policy if the company practices strict policy on

Table 1. Working\REGULAR - Grace Period

(2) actual time 08:15am

Tag Deduct grace period from total tardiness (using

Situation: grace period 10 minutes

(1) actual time out 16:55 pm

(2) actual time out 16:47 pm

Tagging Deduct grace period from total undertime (using

Table 1. Working\REGULAR - Leaves

* computation of BOS/e Attendance Processor

Minimum Chargeable to Leave Minutes

Table 1. Working\REGULAR - Other/s

Tag policy if employee is not required to swipe in/out. Should

B1. OVERTIME\ BEFORE IN

Figure 2. Active Tabs: WORKING\OVERTIME\BEFORE IN

Table 2. Working\OVERTIME\BEFORE IN - Regular Overtime

Tag Require Overtime Permit if employee is required to file

Offset Undertime to Early Birds Overtime

Situation : Scheduled in&out 08:00 17:00

With Meal Allowance policy has the same concept with

* will be used as basis in the computations in BOS/e

B2. OVERTIME\AFTER OUT

Figure 3. Active Tabs: WORKING\OVERTIME \AFTER-OUT

Table 3. Working\OVERTIME\AFTER-OUT - Regular Overtime

Tag Require Overtime Permit if employee is

Tag and enter Earliest OT Start Time <time> to

Offset Late to Overtime - if total late is less

Tag and enter With Fix Offset Late to Overtime

As for policy With Fix Offset Late to Overtime

B3. OVERTIME\MID BREAK

Figure 4. Active Tabs: WORKING\OVERTIME \MID-BREAK

Table 4. Working\OVERTIME\MID-BREAK - Policy Codes

Figure 5. Active Tabs: WORKING\OVERTIME\COMMON

Table 5. Working\OVERTIME\COMMON - Policy Codes

Tag Require Overtime Permit on Leave if employee

Compute Overtime By Range Tag policy to compute overtime by specified time