Configure Calendar and Profit HR / Profit Payroll integration
Configure the integration of Profit HR and Profit Payroll withProfit Calendar. Profit Calendar can display public holidays and scheduled days per user. In addition, Profit Calendar can display leave and absence.
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Description
Integration is only possible for employees who are also recognised as a user. Profit Calendar is, after all, available per user. Integration provides the following options:
- Days closed
Profit Calendar displays the days closed (public holidays) per user/employee in accordance with the employer's days closed table.
- Timetable
Profit Calendar displays the scheduled days per employee/user: these have a different background colour, so that you can easily see when the employee is present according to the timetable calendar. You can only do this if the employee has a weekly timetable or a work timetable, because only then will the days on which the employee is present be known. Profit also displays the timetable deviations in Profit Calendar.
- Leave
Profit Calendar displays leave requests and/or leave entries per employee/user. Users can add leave requests or leave entries via Profit Calendar; this depends on your settings.
- Absence
Profit Calendar displays absence entries per employee/user. Partial absence and presence on an occupational-therapy basis are displayed also.
You need to have Profit HR or Profit Payroll available to integrate public holidays or timetables. You need to have Profit HR available to integrate leave and absence.
When you synchronise Profit Calendar with Microsoft Outlook, appointments based on absence and leave will be synchronized also. As a result of this, Microsoft Outlook Calendar automatically contains appointments relating to leave and absence, making it easy for colleagues to see when someone is available, or when they are not available.
Note:
You cannot perform the synchronisation automatically for all users if you do not use Exchange server. Every user should perform the synchronisation manually in that case.
Procedure
- Add appointment types
Add an appointment type for each category of appointment that you want to distinguish in the calendar. You can use a different colour for each appointment type, making the appointments concerned easier to distinguish from each other in Profit Calendar.
- Activate Calendar for HR/Payroll integration
Use the environment settings to determine the integration that you want to use. If you enable a specific integration, Profit fills the calendars with appointments from the integration date. This may take some time.
- Link a deviating appointment type per leave type
The appointment type at the environment level determines the colour used to display leave requests and leave entries in Profit Calendar. You can display leave entries for specific leave types in a different colour.