How does the surplus/shortfall balance work? In this article is explained how to read the surplus/shortfall hours balance.
L1NDA calculates the surplus/shortfall hours in the following way:
In the general surplus/shortfall overview you click on the magnifying glass left of the name of an employee, for example Pete. The overview opens automatically in the current year. To get more overview, select the period for which you want to see the surplus/shortfall hours. You do this by clicking on the icon with the three dashes at the top left. In the example, weeks 43 to 49 have been requested.
In the fourth column is Contract, here you see that Pete works 24 hours a week according to his contract.
Week 43 to Week 47:
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Under his contract Pete has to work 24 hours (Contract)
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Piet was also on the schedule for 24 hours (Rooster/Schedule)
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So for these weeks he worked 0 hours above or below his contract
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The leftmost column (Surplus/shortfall balance) therefore shows 0 for these weeks
Week 48:
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Under his contract Pete has to work 24 hours (Contract)
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Pete was only on the schedule for 16 hours (Rooster/Schedule)
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So he worked 8 hours under his contract for this week
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In the leftmost column (Surplus/shortfall balance), therefore, -8 is displayed for this week
Week 49:
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Under his contract Pete has to work 24 hours (Contract)
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Piet was on the schedule for 29 hours (Rooster/Schedule)
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So he worked 5 hours above his contract for this week
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In the leftmost column (Surplus/shortfall balance), therefore, 5 is displayed for this week
At the very bottom it says -3, which means that Piet has worked too little for 3 hours over the period from week 43 to 49. The -0.4 is the translation of the number of min hours to days. To make this calculation, it is important that the days of service are also filled in correctly: How does the contract management work?
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