Configure Half Days

When you configure half days, you assure that the calculations of schedule coverage, schedule totals, totalizer exceptions, schedule overrides, and breaks are correct, and that open shifts replace only the part of the shift that actually is taken off:

• Time-off requests in half days are based on a symbolic amount: the employee’s scheduled shift, pattern-based shifts, or contract hours. The first and second halves can have different symbolic amounts.
• You can configure the lengths of the halves, which can be any fraction of the shift length and not only exact halves. Example: An 8-hour shift can be split into a first half that is 3 hours long and a second half that is 5 hours long.
• You can configure the length and start time of paycode edits that replace the half-days off.
• Time-off duration edits can overlap punched spans.

If you do not configure half days:

• Symbolic amounts are divided by two to calculate the hourly duration of a half day. Example: The halves of an 8-hour shift are each 4 hours long. For a 10-hour shift, the halves are each 5 hours long.
• The time off does not distinguish between the first and second half of the shift; it defaults to the first half. The half-day off overrides the entire shift and cannot override part of a shift. If an open shift is created, it replaces only the entire shift; you cannot split the shift into half being worked and the other half becoming an open shift for someone else to work.

Tip: For quarter-day and other durations of time-off requests, configure Default Symbolic Amounts so that employees can select Hours durations.

1. Click Tap Main Menu  > Administration > Application Setup > Access Profiles > Function Access Profiles. 
2. Select the profile. Click Tap Edit.
3. Click Tap Manager—Common Setup.
4. In Half Day Rules > Access Scope, select Allowed.
5. Click Tap Save & Return.
6. Make sure that the access profiles are associated with the relevant people. If you do not have access to People Information, contact the administrator who does have access.

Half day shift boundaries tell the system how to separate a shift into two parts: the first half and the second half. The parts can be any fraction of the shift length, not only exact halves.

The system uses the segment type and position to define the anchor shift segment.

Examples

• Shift segments:

  Regular 9—11 AM

  Break 11—11:15 AM

  Regular 11:15 AM—1 PM

  Break 1—1:30 PM

  Regular 1:30—3:30 PM

  Break 3:30—3:45 PM

  Transfer 3:45—5:30 PM

• Example 1:

  Anchor Segment = ANY

  Anchor Segment Position = First

  The anchor segment is the first segment of any type, in this case Regular 9—11 AM

• Example 2:

  Anchor Segment = Break

  Anchor Segment Position = Last

  The anchor segment is the last break of the shift, in this case Break 3:30—3:45 PM

• Example 3:

  Anchor Segment = ANY

  Anchor Segment Position = 2nd

  The anchor segment is the Break 11—11:15 AM, which is the second segment of the shift.

• Example 4:

  Anchor Segment = Regular

  Anchor Segment Position = 2nd

  The anchor segment is Regular 11:15 AM—1 PM, which is the second Regular segment of the shift.

1. Click Tap Main Menu  > Administration > Application Setup > Employee Self Service > First and Second Half Day > Half Day Shift Boundaries. 
2. Do one of the following: 
   • Click Tap New. Enter a Name .
   • Select the boundaries. Click Tap Edit or Duplicate.
   • Select the boundaries. You cannot delete boundaries that are being used. Click Tap Delete. Click Tap Yes to confirm.
3. (Optional) Enter a Description. 
4. Define the start of the half day:
   1. Anchor Segment — Select the type of shift segment that anchors the half day:

      Any (default) — Ignore the type of segment and consider only the position of the segment.

      Regular

      Break

      Transfer

   2. Anchor Segment Position — Select the position of the segment in the shift.
   3. Select one of the following:

      Position Relative to Start of Anchor Segment (default)

      Position Relative to End of Anchor Segment

   4. Use Offset (Optional) — Select to offset the half day from the anchor segment position. The offset is after the start or before the end of the anchor segment.
   5. Select one of the following:

      Fixed Offset: Enter a time value from 00:00—24:00.

      Percentage of Total Shift Length: Enter a percentage from 1—100.

      Select Add Extra Minute to add any rounded seconds as a minute to this half day. Shift durations do not include seconds, so if 50% of a 7 hour 45 minute shift is 3:52:30, one half is 3:53 long, the other is 3:52 long depending on which half adds the extra minute. Add an extra minute only to either the start or end of the half day but not to both.

   6. Repeat for the end of the half day.
5. Repeat for the second half of the day.
6. Click Tap Save & Return.

Half day paycode edit boundaries define the symbolic source, start, and duration of paycode edits for half-day time-off requests.

1. Click Tap Main Menu  > Administration > Application Setup > Employee Self Service > First and Second Half Day > Half Day Paycode Edit Boundaries. 
2. Do one of the following: 
   • Click Tap New. Enter a Name .
   • Select the boundaries. Click Tap Edit or Duplicate.
   • Select the boundaries. You cannot delete boundaries that are being used. Click Tap Delete. Click Tap Yes to confirm.
3. (Optional) Enter a Description. 
4. In Paycode Edit Source, select the symbolic source:
   • Contract — For contract shifts, you cannot select locations.

     You cannot edit the Paycode Edit Location.

     1. In First Half Paycode Edit Amount, select one of the following:
        • Percentage of (pattern or contract) shift length: Enter a percentage from 1—100.

          Click Tap Add Extra Minute to include any rounded seconds as a minute to this half day. Add an extra minute only to either the start or end of the half day but not to both.

        • Fixed Amount: Enter a time value from 00:00—24:00.
        • Repeat for the Second Half Paycode Edit Amount.

        Tip: Paycode edit amounts for both half days can be a percentage, a fixed value, or a percentage for one and a fixed value for the other.

     2. Click Tap Save & Return.
   • Pattern — For pattern-based shifts, you cannot select locations. You cannot edit Paycode Edit Location.
     1. In First Half Paycode Edit Amount, select one of the following:
        • Percentage of (pattern or contract) shift length: Enter a percentage from 1—100.

          Click Tap Add Extra Minute to include any rounded seconds as a minute to this half day. Add an extra minute only to either the start or end of the half day but not to both.

        • Click Tap Add Extra Minute to include any rounded seconds as a minute to this half day. Add an extra minute only to either the start or end of the half day but not to both.
        • Fixed Amount: Enter a time value from 00:00—24:00.
        • Repeat for the Second Half Paycode Edit Amount.

        Tip: Paycode edit amounts for both half days can be a percentage, a fixed value, or a percentage for one and a fixed value for the other.

     2. Click Tap Save & Return.
   • Schedule — For scheduled shifts, select locations.
     1. In First Half Paycode Edit Location, select one of the following:
        • Begin at start time of overridden shift (default)
        • Finish at end time of overridden shift
        • Repeat for the Second Half Paycode Edit Location.
     2. In First Half Paycode Edit Amount, select one of the following:
        • Percentage of totalized shift length: Enter a percentage from 1—100.

          Click Tap Add Extra Minute to add any rounded seconds as a minute to this half day. Shift durations do not include seconds, so if 50% of a 7 hour 45 minute shift is 3:52:30, one half is 3:53 long, the other is 3:52 long depending on which half adds the extra minute. Add an extra minute only to either the start or end of the half day but not to both.

          A totalized duration is calculated to account for work rules.

        • Totalized length of off overridden shift: Click Tap to replace the entire length of the shift segment.
        • Fixed Amount: Enter a time value from 00:00—24:00.
        • Repeat for the Second Half Paycode Edit Amount.
     3. Click Tap Save & Return.

Half day rules link half day shift and paycode edit boundary definitions, half day paycode edit definitions, and shift templates for half-day, time-off requests.

1. Click Tap Main Menu  > Administration > Application Setup > Employee Self Service > First and Second Half Day > Half Day Rules. 
2. Do one of the following: 
   • Click Tap New. Enter a Name .
   • Select the rules. Click Tap Edit or Duplicate.
   • Select the rules. You cannot delete rules that are being used. Click Tap Delete. Click Tap Yes to confirm.
3. (Optional) Enter a Description. 
4. In Schedule Type, select one of the following:
   • Schedule Shift (default): The rule applies to worked shifts of employees if the shifts are based on a shift template.
   • Pattern Shift: The rule applies to pattern-based shifts if the shifts are based on a shift template.
   • Contract Shift: The rule applies to contract shifts if the shifts are based on a shift template.
5. Add shift templates

   Select at least one shift template from Available. Click Tap the right arrow . 

   You can assign a shift template to a half-day rule only if the template is not already assigned to a rule of the same type (schedule, pattern, or contract).

   Example

   Half day rule	Schedule type	Shift template	Valid?
   A	Schedule shift	Day	yes
   B	Pattern shift	Day	yes
   C	Contract shift	Day	yes
   D	Schedule shift	Day	NO
   E	Schedule shift	Night	yes

6. In Half Day Shift Boundary:
   • In 1st Half Boundary, select a half day boundary definition.
   • In 2nd Half Boundary, select a half day boundary definition.
7. In Symbolic Source for Paycode Edit Boundary, if the schedule type is:
   • Schedule: You can select only half day paycode edit boundaries for scheduled shifts.
   • Pattern: You can select only half day paycode edit boundaries for pattern-based shifts.
   • Contract: You can select only half day paycode edit boundaries for contract shifts.
8. Click Tap Save & Return.