What are the estimated hours?

Estimated hours refer to the number of hours that an employee is required to work during a weekly, monthly, or annual time period. 

There are 3 different ways of accessing estimated hours:

• Contracts
• Work Schedules
• Shift Management

Estimated hours in Contracts

Factorial assumes that the employee will work the same amount of time each day. This value is determined by the employee's weekly working hours and the specific days of the week they are scheduled to work.

1. By heading to Employees > Agreements you will access the estimated hours of work of your employees by selecting the employee in question.
    

Estimated hours in Work Schedules

With the work schedule functionality, you can view the estimated hours set for a specific period (e.g., yearly work schedule). The estimated hours will be based on the hours set in the work schedule.

Estimated hours in Shift Management

When Shift Management is installed, you must create and publish shifts for your employees in order to have estimated hours diffused. Otherwise, without creation and publication of shifts, employees estimated hours will be of 0 hours.

Learn how to create and assign shifts

Get the hour balance

Factorial provides a convenient way for you to monitor your team's monthly progress by comparing their estimated hours to their actual hours worked.

Any additional hours worked outside of their scheduled working hours will be counted as "+ Hours Worked," while any shortfall in hours worked will be marked as "- Hours Worked."

1. On your sidebar, head to Time Tracking
2. Select the period:
   • Monthly
   • Semimonthly
   • Weekly
   • Daily
3. Check the balance hours of the employees:
   • Estimated: the total time an employee is expected to work during the selected period.
   • Worked: the total time an employee has worked during the selected period.
   • Balance: the difference between the employee's worked hours, estimated hours and accumulated hours until the current day.
     

Download employees' timesheet balance

From the Time Tracking section

1. From your sidebar menu, go to Time Tracking
2.  Click on the three dots, located in the upper right corner
3. Choose between:

Download export: a report for a specific period

Download annual balance

4. Fill in the required information
5. Click on Save
6. The file will be sent to your email