Booking types are used to classify time entries. They also determine how the time entry affects the total balance, which approval processes are applied, and much more. PlainStaff comes with several predefined booking types, but you are free to define your own or customize the predefined ones to suit your needs.
Absence code & Wage type
With the help of these two attributes, employee time entries can be prepared for payroll accounting. In the "Payroll" report, bookings are grouped according to these two criteria and the total per group is output for payroll processing.
Blocked access channels
This property allows booking types to be blocked for use by employees across different access channels (Web App, Mobile App, Terminal, ...). This restriction does not apply to administrators and managers.
Allow manual usage
If manual bookings are disabled for employees, bookings for this booking type can still be created manually.
Show on team calendar
If bookings with this booking type should appear on the team calendar, this switch must be activated.
No working time (Workload calculation)
When calculating the workload, these bookings are not considered working time but rather as absent.
Approval required
If this switch is enabled, an approval is required for all bookings of this booking type.
Approval process
This field defines whether the approval process is 1-level or 2-level. In the second level of a 2-level approval process, requests can be sent to the approver's supervisors or to a designated list of employees (only available if the Leave Management module is licensed).
Calculation method
This field defines how the booking type affects the total balance. The following settings are possible:
- Hour booking capped: The booking has a start and end time and is limited to the maximum working time specified in the settings.
- Hour booking capped to target: The booking has a start and end time and is limited to the target working time specified in the settings.
- Hour booking uncapped: The booking has a start and end time and is not limited (e.g. works meeting).
- Actual = Target = 0: The booking covers a full day. The target for this day is set to 0.
- Actual = Target: The booking covers a full day. The actual working time for this day is set equal to the target.
- Actual = 0 full day: The booking is not counted as working time (actual working time is set to 0).
- Actual = 0: The booking is not counted as working time (actual working time is set to 0).
Statistics
This field determines how the booking is displayed in statistics:
- Do not evaluate: Do not include in statistics.
- Vacation: Include in the Vacation KPI (one vacation day is deducted from the employee).
- Special leave: Include in the Special leave KPI.
- Certified sick: Include in the Certified sick KPI.
- Self-certified sick: Include in the Self-certified sick KPI.