Catégories

Sick vacation

Vacation and sickness
The Collabox offers you all the functions to manage vacation periods and sick leave.

Vacation management

By Reports, Sick vacation

Here you will find a summary of the different options available to manage the holidays.

The first option is to determine how you want to manage your vacation. In other words, when your employees go on vacation, do you want them to enter the hours into a project or as a department? Do you see this position as a project or a service? There is no wrong answer to this choice, these are two valid classification modes.

You must first access the organization preferences by clicking on “Organization” in the left sidebar.

Once in the organization’s file, under the “Info” tab you will have a small drop-down menu offering you the possibility to choose between project or service. Select the one you want and click “Save”.vacation

Well, that’s it! You can change your choice at any time by returning to this menu. However, don’t forget to create the Vacation projects or services in the appropriate setup menu, otherwise your efforts will be wasted.

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In a few months, you will like to know the vacation balance of your employees. To achieve this, we have put together a nice report that allows you to consult all this information quickly. To access it, you must first click on “Reports” in the top navigation menu.

Then, located in the side menu bar, click on “Vacation – Sickness”.

You now have access to a few options for viewing the vacation report. Choose what you want and click on “View report”.

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The displayed report takes into consideration the percentage of vacation, the hours worked, but also the vacation used. You are now ready for summer. No more unnecessary stress as the good weather approaches.screen-shot-2016-12-15-at-08-51-21

Configure vacation percentages

To be able to calculate the vacation, Collabox needs you to tell it the amount of vacation to which the employee is entitled. In Quebec, the Commission des normes, de l’énergie, de la santé et de la sécurité du travail has established very specific rules regarding vacations based on the number of years worked by the employee. You can refer to their guide by clicking here. Once you have the right percentage, navigate to your employee’s file by clicking on “Configuration” in the top navigation bar.

Then click on “Employees” in the left bar.

Choose the employee to edit. Once in its file, click on the “Rate” tab.

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Finally, add the percentage and the effective date. If the employee already had accumulated vacation before the chosen date, you can also add them.

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If you want your employees to enter their vacation time in Collabox, see the article Fill out your vacation timesheet in order to know the procedure.

Project: Vacation

By Configuration, Employees, Reports, Sick vacation, Timesheet, Timesheet report

You don’t have a “Vacation” project? Do not worry. Follow these instructions to add it.

1- First click on “Organization” in the left side navigation bar.
2- Then, click on the “Projects” tab.

3- You must then update the project types by clicking on the link.

This page shows you all the types of projects in your organization.

To create a new one, click on “Add a project type”. Give the name “Vacation” to the project type and don’t forget to select the vacation option just at the bottom.

Bank of accumulated hours

By Configuration, Employees, Sick vacation, Timesheet, Timesheet report

Do you have trouble keeping track of your employees’ overtime hours? Collabox can help you with its bank of accumulable hours. You just have to determine the typical schedule for each of your employees and the timesheet does the rest. Indeed, when your employees enter their information in the timesheet, Collabox is able to deduct the total made and if it exceeds the usual schedule.

How do I configure an employee’s schedule?

Click on the “Configuration” icon in the navigation bar.

Then click on “Employees” in the left sidebar.

Choose the employee whose schedule you want to modify / view.

Click on the “Schedule” tab.

Finally, enter the days and hours worked. Do not forget to configure the bank of hours. You must enter the date of the start of the calculation of the bank of hours (generally associated with the start of the hiring of the employee) or the number of hours accumulated on the selected date (if you do not take the date of hiring). If you limit the number of hours that can be accumulated, indicate it in the specified place. Don’t forget to save your changes. You must complete these steps for each of your employees.

Once you have saved the changes, a detailed report will be generated automatically with hours worked, surpluses, etc.

Collabox RH reports

By Reports, Sick vacation

There are several reports to manage vacations, illnesses, time off, “health” type bank hours, and regular bank hours.

These reports are available for managers or for the employee only. Access can be personalized as needed.


How? ‘Or’ What? very easy

Reports function – top menu

Left menu: Vacation / sickness reports

Fill out your vacation timesheet

By Agenda, Calendar, Employees, Sick vacation, Timesheet, Timesheet report

Vacation time is fast approaching. If you want (or have to!) Enter your vacation into your timesheet, why not go ahead and enter it before you take time off. While it is a bit complicated (for philosophical reasons) to enter timesheets in the future, it is not impossible, however. Here’s how to do it (be careful, it’s an expert trick!):

 

1. Once you are connected to your Collabox ( www.collabox.com ), visit your timesheet. By default, when you visit this section, you are shown the timesheet for the current day.

 

2. If you look closely at the top of your screen, in the address bar of your browser (Internet Explorer, Firefox, Safari, etc.), you will be able to read an address that looks like this: https: //www.collabox .com / cbx / feuilletemps.php? currentdate = 2018-04-05. The last digits of the address correspond to the date on your timesheet.

Page Timesheet for Thursday, April 5, 2018

 

3. To consult, for example, the timesheet for May 5, simply change 2018-04-05 to 2018-05-05 in the address bar and press RETURN.

Date in the address bar on the page Timesheet

 

4. The page should now display ” Timesheet for Friday August 3, 2007 ”. For the rest, you just have to fill in your timesheet as usual. Don’t forget to click on Record !

Page Timesheet for Saturday, May 5, 2018

 

Proceed in the same way to fill the other days. If you are a manager, you might like to read the article Vacation management to better plan your employees’ vacations with Collabox.