Your company might have multiple sites or different types of employment contracts and employment types. You need to be able to change the working patterns for your employees according to their contracts.
Get the most out of Bob
When an employee works hours different to those of the entire company, site, you can manage their personal working pattern in Bob. Each employee can have a working pattern customized to their site, contract, employment type, vacation calendar, and more.
How to edit or add an employee working pattern
- From the left menu, select People > Directory.
- Click the employee name to enter their profile.
- In the Employment section of the employee's profile, click the pencil icon to edit an existing working pattern or click Add new row to add a new working pattern.
- Select the three-dot menu > Edit.
- From the dropdown menus, select the:
- Employment contract
- Employment type
- Working pattern
- Vacation calendar
- FLSA code
- Salary pay type
Note: By default, the employee will have their site's working pattern. You can always change the working pattern back to the default site working pattern by selecting it in the Working pattern dropdown menu.
- Fill in the Reason for the edit in working pattern.
- Click Save.
- If you choose Days in Working pattern, mark the checkboxes for only the days you would like. The work hours per day will be taken from the site configuration.
- If you choose Hours in Working pattern, fill in the number of work hours for each day.
How to import a working pattern
- From the left menu, select People > Import.
- In the Import Table Data dropdown list, select Employment.
- Select Replace existing and add new records or Add new records.
- Click Import Table.
- Click Upload, then drop or browse files on your device to select an existing Excel (.xlsx) file or click Employee Template to download a template data sheet (.xlsx) file and change the values, then drop or browse files on your device to select the Excel template with your employee working pattern data.
- From the dropdown lists, select the employee identifier and corresponding column in your file.
- Click Next.
- Match the columns from your Excel file to the categories in your system.
- Click Import.
The values will be imported in the system. The updated working pattern can be viewed in the employee's profile under Employment.
Note: If you upload your own Excel (.xlsx) file, it must have the following values:
- Employee Identifier: Email (the typical employee identifier), Employee ID, or Display Name
- Effective Date: the date the change will take place
- Working Pattern: the days and hours (optional) in the following format
day: hours, day: hours
Why weren't the values from the Excel sheet imported into the system?
It's possible the file layout and the values in the Excel sheet didn't pass the validation. Check your Excel file to ensure it includes an employee identifier, effective date, and working pattern written in the correct format.