Create Workload and Holiday Schemes

Tempo’s understanding of the capacity your team has to perform work depends on the workload and holiday schemes. The workload scheme determines the number of working hours required per week and per day, and it's reflected in the number of working hours per week and per day that can be planned for each team member. Holiday schemes affect the working capacity of employees.

The total capacity for work is equal to the working hours defined in the workload scheme minus holidays defined in the holiday scheme.

Create a workload scheme

You can create different workload schemes to address different working hour requirements, and then assign the members to their appropriate scheme. For example, employees who work in different countries might have different working hour requirements, or some employees might be working only part-time. All Tempo users must be assigned to a workload scheme, and by default, everyone is added to the Tempo Default workload scheme. When a new user is added to Tempo, they are automatically added to the default scheme.

Workload schemes contain information about the days and hours in different types of working weeks. Create or edit workload schemes to manage different types of users' workload. The required hours per day calculation is based on a user's workload scheme. You must assign all users to a Tempo workload scheme. 

1. Select Settings in the Tempo sidebar.

2. Under Working Days, select Workload.

3. Add a Name and Description for the new workload scheme.

4. For each day in the week, set the number of working hours.

5. Click Add to create the new workload scheme.
   

   

6. Click Set Default to the right of the workload scheme you want to be the default. New users are automatically added to the default workload scheme when they access Tempo.

7. You can edit the name, description, and working hours of the workload scheme inline. 

If you have employees who need access to Tempo but won't be logging their time, you should create a workload scheme for 0 hours and assign those employees to it.

Create a holiday scheme

1. Select Settings  in the Tempo sidebar.

2. Under Working Days, click Holidays.

3. Add a Name and Description for the new holiday scheme.

4. Click Add to create the holiday scheme. You can now add days (click Configure) and members to your scheme - see below for more information.

   

5. Click Set Default to the right of the holiday scheme you want to be the default. When set as default, new users are added to that holiday scheme automatically.

6. You can edit the name and description of the holiday scheme inline.

Configuring Holiday Schemes

1. Click Configure to the right of the holiday scheme to which you want to add days.

2. Enter information about each holiday, either fixed or floating.

   • Fixed - Holidays that are always on the same date each year, such as New Year's Day. For fixed holidays, you must specify the date and month.

   • Floating - Holidays that change dates each year, such as the Easter holidays. For a floating holiday you must specify the date, month, and year and you need to create a separate entry for each year.

3. Click Add to save.

4. To remove a holiday from the scheme, click Delete to the right of the holiday.

The maximum duration for a holiday is one day. If you have a holiday period, you will have to add each day one at a time. Also, if you have a half-day holiday, for example, you can set the duration in hours.

Adding Members to Workload Schemes

Adding a user to a workload scheme will remove them from any other workload schemes the are included in. If you wish, you can move users from one workload scheme to another.

You cannot add generic resources to workload or holiday schemes.

To add a member to a workload scheme: 

1. Click Members to the right of the workload scheme.

2. You are directed to the Manage Staff page, filtered by the related workload scheme.

3. In the Manage Staff page, search for the user and assign this workload scheme.
   If there are no users in the Manage Staff table, remove the workload scheme filter and search by users or by groups. When members are displayed, you can then quickly move members to this workload scheme or to another workload scheme if necessary.