Advanced settings in employee agreements
Updated
by
Victor Jespersen
Advanced setting categories
This section provides administrators with detailed controls over employee agreements, defining long-term work quotas, compliance rules, scheduling limits, and financial adjustments. Use these advanced settings to ensure the agreement aligns with labor laws and organizational policy. Crucially, this section outlines which mobile punching settings must be disabled to ensure employee punches are eligible for the punch-based break calculation feature. Go to People > (employee) > Agreement > Advanced setting categories.
Balance period
The balance period allows you to track an employee's scheduled and worked hours in relation to a long-term work quota (e.g., 2080 annual hours). The work quota can be defined over a span of either a specific number of months or days, with a specified start date.
Schedule period and working hours
This section establishes the framework for standard work time and calculates nominal hours.
- Schedule period: Set by choosing if it should be based on a number of months or days and the start date of the period.
- Working hours: Define the desired full-time working hours in the period, the number of days in the period, and the number of workdays per week. (Example: 40 work hours in 5 work days = 8 nominal hours per day)
- Adjust for leaves: Check this box to reduce nominal hours for leaves.
- Work day model: An alternative model for calculating nominal hours with the possibility to exclude Sundays.
Rules for working time (compliance)
These rules are used during scheduling, and Quinyx will generate warnings if they are breached.
Setting | Purpose and Context |
Use template / Use default time rule | Allows you to inherit all time rule settings without manual configuration. |
Max hours per day/week | The maximum number of hours an employee may be scheduled per day/week before a warning is issued. |
Min rest (Daily Rest) | The minimum daily rest period required (e.g., 11 hours). The checkbox on the right determines if the rest period must fall within a 24-hour period (unchecked) or can extend beyond it (checked). |
Minimum rest/week | The number of hours of continuous weekly rest the employee is to have (e.g., 35 hours). |
Check minimum rest/week during any consecutive 7 day period | If ticked, the weekly rest quota is monitored on a rolling basis. |
Max days / Free days | Max days is the maximum number of consecutive days an employee may be scheduled. Free days is the minimum number of consecutive days off required after working that maximum period. |
Schedule bank holidays | If unchecked, Quinyx issues a warning if you try to schedule employees on days marked as bank holidays. |
Allow override on overlapping shifts | If ticked, you can continue scheduling an employee despite a warning that the shift times overlap. |
Overtime overrides Unsocial time | If ticked, compensation for overtime takes precedence over compensation for working unsocial time. |
Advanced time rules (e.g., Denmark) | If ticked, Quinyx generates warnings if specific time rules are not met (e.g., Maximum of 96 scheduled hours every 2 weeks). |
Break rules and schedule changes
Rules for breaks
Setting | Purpose |
Calculate breaks as working time | Toggles whether breaks should be calculated as time worked or not. |
Maximum work hours without breaks | Sets the maximum number of hours employees can work before a break is required. |
Minimum/Maximum break (minutes) | Sets the minimum and maximum acceptable break duration. |
Schedule changes
- Schedule changes: Allows locking the schedule changes X days/months/weeks in advance. Quinyx generates a warning if a change is made with less notice than the defined value.
Break calculation rules
In the Break calculation rules section, managers can set up specific break calculation rules for a specific person. This means different people within an organization can have different break calculation rules. You can use a template or set values yourself.
Salary adjustments
In the Salary adjustments section you have the possibility to set up salary adjustments based on the following criteria:
- Employee age: Set the employee age. You can use a template or start a point for calculation yourself based on same calendar month, an exact calendar day, or next calendar month.
- Years worked: Set the number of years worked. You can use a template or start a point for calculation yourself based on same calendar month, an exact calendar day, next calendar month, same calendar month - industry start date, exact calendar day - industry start date, or next calendar month - industry start date.
- Personal additional salaries: Enter a from date and amount of the salary addition the employee should receive.
When you want to add a new rule for salary adjustments based on age and number of years worked, you start by selecting a starting point for the calculation (the same month, exact date, or the next calendar month) and then click Add. When you add a salary adjustment, you also have the option of setting a negative value in order to make a deduction, e.g., by typing -5 in order to reduce the basic pay by 5 euros. Not placing a sign before the value counts as making an addition. If the payment is to be adjusted on the basis of age, for example, you enter a basic salary in the Salary section further up in the Agreements tab and then scroll down to the Salary adjustments section to adjust it. Do not add the actual salary under the Salary adjustments tab, only add the actual adjustment:
Social costs
Quinyx can take social costs into account in order to increase the accuracy of calculated staff costs. Both social and leave costs can be defined, and these may vary depending on the age of the person. For this reason, it is important to specify the correct date of birth for all people in the organization. Social and leave costs are added as a percentage of the person's standard costs. If these additional costs are missing from the employee's individual agreement, they will be taken from the agreement template. If they are missing from there as well, they will be taken from the unit settings.
It is possible to select a period where the employee's basic pay (monthly pay/hourly pay) is not to be included in the staff cost summaries under Schedule and Time.
You can use a template or add another cost yourself.
Add cost: Adds another rule configuring the settings for social costs.
Type: Select the type of cost.
From age: Age of the employee for the cost to begin.
To age: Age of the employee for the cost to end.
Start on: Select when you want the cost to begin.
Cost %: Select the percentage between 1% and 100%.
Additional fields
The Additional fields section is made up of five standard text fields. You can add both numbers and text in the additional fields. The information will be included with agreement transactions via integrations.Click here to read more about configuring additional fields.
Monthly nominal hours per year
This section is used if your organization has different nominal working hours per month depending on the season, operational needs, or collective agreements.
Time
In the Time section, you can set up various rules relating to punching and time reporting. The section is divided into three subsections: Rules for time punching, Overtime and unsocial time, and Punch & Webpunch deviations.
Rules for time punching
This drop-down menu allows you to choose between the four different ways of reporting time in Quinyx:
- Punching in/out and breaks: This means that you must not only clock in and out but also punch in and out at break times.
- Punching in/out but no breaks: This means that you only punch in and out. Any scheduled breaks in their shift are automatically deducted from the time worked. Allowing people to punch in and out in Quinyx provides an easy, automated way of dealing with flex time and time off in lieu when the clocked time is shorter or longer than the scheduled shift.
- Deviation reporting: This means that people with this reporting method don't need to punch in or out. Quinyx goes by the employee's schedule and automatically generates punching in/out times that match the scheduled shifts' start and end times. Any deviations must be reported, such as leave, overtime, or other additional hours beyond what is normal. The deviation reporting function can preferably be used if it is not necessary to save the time worked at the minute level, for instance, in offices or in businesses where punching in and out is more difficult in practical terms, like when an employee is working in the field.
- Punching in/out without schedule: This means an employee can punch in and out without shifts on the schedule.
- Auto attest for absence: If this is ticked, all the approved leave periods will be approved simultaneously and will be included in the payroll file. If you tick the box, you won't need to approve the leave.
- Automatic punch out after (h): This function is useful for ensuring that no one will remain punched in by mistake in Quinyx. By setting this option to 12 hours, any person who has forgotten to punch out will automatically be punched out 12 hours from the punch-in time.
- Daybreak: This field controls the break for the calculation of nominal working hours, overtime, and additional hours over a period.
- Ignore absence type in Webpunch: This should be ticked if the employee can circumvent the creation of leave in Webpunch when punching in late or punching out early. This may be useful in the case of flextime.
- Allow punching on tasks: Tick this box if the employee is to punch time on tasks planned for the shift. This will display an additional dialog in Webpunch that will allow the employee to choose the task for which they want to punch in/out.
- Split shift's existing punch upon task addition: When adding a task to a shift in the past that has a punch and the task fully overlaps with one same punch, the punch will automatically split according to the task just added. This split will also take place for open punches but only when the punch-out of the shift occurs, including open punches that are been auto-punched out.
- Payroll file: Specify the correct payroll file.
Overtime and unsocial time
The second subsection in the Time section is Overtime and unsocial time. It contains three parts, Overtime, Overtime methods, and Unsocial time. The following functions are available:
- Flex time/Time bank: If this box is ticked, no overtime will be calculated.
- Overtime/Additional time bank: If overtime and additional time are to be generated, select whether the default mode is for them to be paid or saved time off in lieu.
- Allow user to ignore overtime in Webpunch: This box should be ticked if the employee is to be able to ignore overtime in Webpunch in order to avoid generating overtime. The punch time is then rounded to the start/end of the shift.
- Overtime methods: You can select Time exceeding schedule per day, Time exceeding nominal hours in a schedule period, Worked hours per week, Additional time, Minus time, Additional time/week.
- Unsocial time: If unsocial time is to be generated, select whether the default mode is for them to be paid or saved time off in lieu.
- Late schedule change: Tick this checkbox if unsocial time compensation is payable on late schedule changes.
- Type of unsocial time: Enter the type of unsocial time that should be when a late schedule change is made, assuming the above-mentioned checkbox is ticked.
Punch & Webpunch deviations
The third subsection in the Time section is Punch & Webpunch deviations. It contains two parts, Punch deviations, and Webpunch deviations. Just as in the subsections Time rules and Overtime and unsocial time, the Use template functionality is used vigorously in Punch & Webpunch deviations. One of the major advantages of Quinyx is that with optimal staffing and the correct use of Quinyx, you frequently have the opportunity to maintain control over payroll costs. One useful function is the option for setting deviation rules.
- Round breaks: This functionality is enabled with the time reporting method Punching times and breaks. You can also check the Round breaks box yourself. The following happens when this box is checked:
- Punched break is shorter than scheduled break: Quinyx will increase the punched-on break time to the scheduled break time.The punch itself will not be changed when the break is rounded. Only the salary outcome will be changed.
- Punched is longer than scheduled break: If the punched break is longer than the scheduled break, the punched times will be as is. If multiple breaks are punched during the day, but only one is scheduled, all breaks are added together and the rounding will be based on the total break time.
- Punched break is shorter than scheduled break: Quinyx will increase the punched-on break time to the scheduled break time.
- Add: You can configure a new deviation rule. Configuration options are as follows:
- Max difference: This means that the person may be slightly late or leave a little bit earlier but nevertheless be paid for the entire shift.
- For example: An employee is scheduled to work between 09:00 and 18:00. If the employee punches in at 09:07 and out at 17:52. The max difference function in our example has a deviation value set to 10 minutes in relation to the start and end of shift. This means that the person has the option of clocking in up to 10 minutes late and clocking out up to 10 minutes early, with a salary calculated from the shift's start time to the shift's end time.
- Rounding to shift start/end: You can round off the time so that if a person punches in a few minutes early and out a few minutes late, the employee will only be paid for the scheduled times.
- For example: An employee is scheduled to work between 09:00 and 18:00. The employee punches in at 08:46 and out at 18:09. If the rounding function is not enabled, the time worked will be calculated from 08:46 to 18:09. If the employee is also paid on an hourly rate, this means that, you can pay an hourly salary for 23 minutes (14 + 9 minutes = 23 minutes) more than the scheduled shift. Using the rounding function means that Quinyx can automatically remove these additional minutes, based on a time frame that you define yourself. A rule of 15 minutes in connection with punching in and the same amount when punching out means that Quinyx automatically rounds the punched times to the start and end times for the shift, as long as the person clocks in or out within the defined time frame of 15 minutes. In the case above, the person's working hours will be calculated between 09:00 and 18:00, exactly as scheduled.
- Round to time interval: This rounding method enables Quinyx to round punched times at different time ranges. Punches are rounded to a specific time range. It is possible to round up, down, or to the nearest interval. It's also possible to specify whether interval rounding is to be applied outside, within, or both outside and within the times for the shift.
- Example: 20-minute intervals are applied. If the person has a shift that starts at 09:00 but punches in 30 minutes early, the time will be rounded to 08:40. If the rounding method is Down, the punch in time will be rounded to 08:20. If the rounding method is Nearest, the time will be rounded to 08:40 as it is always rounded up if the punch is within the defined interval. Note that the same logic is applied if you have selected the Inside shift ratio. The only difference is that the rounding rules are applied within the shift. If both time range rules and rounding or max deviation rules are applied, rounding rules will always take precedence over time range rules. By way of example, let's say we have applied both time range rules and rounding rules with the following settings: Time ranges of 6 minutes, punching in, rounding method up and outside the shift with rounding of 30 minutes. If, for example, a person has a shift that starts at 09:00 and clocks in at 08:32, the punch will be rounded to 08:38 in accordance with the new time range rules. However, if the person clocks in at 08:44 the rounding rule will apply, which means that the time will be rounded to 09:00.
- Indicator: You can set a color for an indicator to quickly see when the schedule and associated punches in and out differ by more than a specified number of minutes. You can select before the shift starts, after the shift starts, or both before and after the shift starts.
- Max difference: This means that the person may be slightly late or leave a little bit earlier but nevertheless be paid for the entire shift.
- Create an approved leave: This setting determines whether an approved leave application will be created when a punch deviates from the time of the connected shift. Creation of approved leave is the default setting, but the option to create a leave application that needs to be approved by a manager exists as well.
Availability
In the Availability section, you can configure that employees are available for scheduling every week, 7 days a week. At an individual level, you can then specify availability more precisely, which is good if you have, for instance, minors, who aren't allowed by law to work at night, or if you have an employee who is only available to work on certain days of the week.
E-signing
E-signing is an add-on service. Employment agreements can be created, signed, and distributed digitally via Quinyx.
Add: Click this button to add people to the e-signing process if additional employees should be added to the signing process than are specified in the agreement template. You need to untick the Use template checkbox in order for the Add button to become clickable.
Assert that the contract is already valid: Ticking this box sets the agreement as valid. This removes the ability for you to start the e-signing process.
In the pane that appears, tick the Signatory checkbox if the person you're adding is an actual signatory of the agreement. For employees that are only supposed to view the agreement, add them but leave the checkbox unticked.
After adding the employees of your choice, click Save at the bottom of the side panel. Refresh the People page you're currently on. You should see a star in the Agreement column of this page for the employee in question:
Click the star. You can initiate the signing process as specified.
If you refresh the People page, you will notice the star next to the person you've initiated the signing process for has been replaced by an hourglass. This symbol indicates that the signing process is initiated:
Clicking the hourglass will bring up a pane displaying the status of the signing process. You also have the option of withdrawing the signing.
Once the signing process is complete, the hourglass will be replaced by a green tick followed by a PDF symbol. Clicking the green tick gives you the option of initiating a new e-signing process, whereas clicking the PDF symbol will download the signed agreement to the device you're currently using.
Mobile punch flow settings
This section dictates how employees interact with the mobile punching application. The settings here directly impact eligibility for the Punch-based break calculation.
Setting | Purpose |
Allow punching on past tasks | Makes it possible to punch on a task that has already finished. |
Split punch on tasks | Splits the punch based on planned tasks during the day. |
Allow choice of project/cost center | Allows the employee to select the associated project or cost center for a punch connected to a task. |
Show "No shift" pop-up | Allow a pop-up indicating there is no shift. |
Show overtime/absence type pop-up | Determines if the employee receives a dialogue box related to overtime or absence type upon punching. |
Allow to ignore absence type | Allows the employee to ignore/skip adding a leave reason. |
Show absence type comment | Display the absence type comment. |
Absence type comment mandatory | Require employees to comment on absence type.mandatory. |
⚠️ WARNING FOR PUNCH-BASED BREAK CALCULATION
To ensure eligibility for the punch-based break calculation feature (setup in account settings), the following mobile settings must not be enabled on the employee's agreement, as they create complex punch records that are not supported in Phase 1 (Version 0226) development:
- Allow punching on past tasks
- Split punch on tasks
