Hi,
We need to control the accumulation of overtime hours during transition period, so that the accumulated hour count is not reset on January 1st of the following year, but rather continues to counting/accumulate with the number of hours it has brought since December 31st of the previous year, so that it is properly factored. Until the end of the year, the accumulated hours are correctly determined, however, when the year ends, the hours accumulated until December 31st of that year are not being transferred to January 1st of the following year.
For example, employee:
- has accumulated 20 hours of overtime work on December 31st
- on January 1st of the following year he does another 4 hours of overtime work.
- On January 1st, the system restarts the counting of overtime hours starting at 4h, instead of counting 20h+4h, to continue accumulating the counting of hours and, later, factoring these.
It was suggeste to use the implementation of TOIL accounts. The overtime will be transferred to those accounts and those accounts can be configured in different ways to cover several requirements:
If the requirement is that the overtime should be transferred to the time account and there is no so to say end date until which this needs to be used, the customer should use a permanent time account type as TOIL account.
If the requirement is e.g. that the overtime can be used in the current year, the customer should use a recurring time account type. For a recurring time account type the customer can also define a bookable offset (an end date until which the balance can be used). As well for a recurring time account there is a process called Period-End-Processing. With this the customer can decide at the end of the bookable end date for each time account, what should happen: Either the balance is set to 0, or the full or partial balance, which is not yet used is transferred to the next years time account.
However, with TOIL accounts cumulate number of hours, whenever overtime hours are registered and this is not according to legislation Código do Trabalho – https://diariodarepublica.pt/dr/legislacao-consolidada/lei/2009-34546475).
Also, generation of Time accounts of overtime compensation follow these conditions:
- Compensation rest quotas are only generated from the moment in which you reach 1 full day of rest in the accumulated number of hours off. They must not be generated with less than 1 full day (8h).
- When transitioning from one year to the next, ensure that balances from the previous year are transferred to the current year, continuing to accumulate until reaching 1 day.
- The absence of compensation rest can only be generated after the indicated rule has been complied with, that is, if the accumulated number of hours off reaches 1 full day of rest.
- The start date of the time account corresponds to the date on which the right to compensatory rest is generated.
- The employee will have the possibility of enjoying this day of rest until April 30th of the following year.
- The compensatory rest quota must always consume the open quota first, with the oldest validity start date, and which still has a valid deduction end date.
So with these conditions, we cannot create a permanent time account, nor a TOIL account, nor a recurring time account indicating Period-End-Processing because these do not meet the requirements above.
We must achieve an automatic detection of the number of hours accumulated until the last day of the end of the year and, somehow, have this value as the initial counter for January 1st of the following year, so that it continues to accumulate the hours of that year.
How can system enable continuing counting hours cumulated from the last day of the previous year to the 1st of January of the following year.
Kindly advise.
Best regards
Bluesky
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