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Hours count over the whole period,and everyone’s balance is in view.

With the balancing system on, salaried full-time staff’s hours count over the whole balancing period, and everyone’s balance is in view.

Each balance shows as ±x h, and for a period that isn’t over yet there is no reading rather than a zero.

When to use it

When you plan a new period for a full-time employee on a monthly salary, you need to know whether the periods already behind them add up to more or less than 112,5 hours each.

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How it works

  1. Turn on the balancing system

    Settings → TES and rules → Local agreement → Balancing system. Choose the start date and the length of the balancing period, and write a reason for the change.

  2. Plan the roster

    Under each name there is a balance bar with the 112,5 h target line and an upper line. The table header shows the balancing period n/N with its start and end dates.

  3. Follow the balance

    On the Hours page each person has a Balance ±x h row. The balance counts clock-ins and corrected hours, not planned shifts.

  4. Settle on the Payroll page

    On the Payroll page each period is calculated by the system that applies at its start. When a balancing period ends within the month, a settlement row appears.

By hand and with Plana

By hand

  • You count each full-time salaried employee’s hours against the 112,5-hour line yourself, period by period.

  • You keep track yourself of when additional work becomes overtime.

  • You work out the settlement at the end of the period and any shortfall separately.

With Plana

  • With the balancing system on, salaried full-time staff’s hours are counted over the whole balancing period.

  • On the roster each name has a balance bar, and the table header shows the balancing period with its start and end dates.

  • The Payroll page calculates each period’s additional work and overtime and the settlement at the end of the balancing period.

Example: a balancing period of six periods

MaRa TES’s own worked example. A balancing period of six periods has a regular-hours ceiling of 675 h. The first five periods add up to 625 h, and 81 h are worked in the sixth.

  • 675 hregular-hours ceiling for six periodsMaRa TES example
  • 625 hhours in the first five periodsMaRa TES example
  • 81 hhours in the sixth periodMaRa TES example
  • 31 hhours over the ceilingMaRa TES example
625 h + 81 h = 706 h, so the ceiling is exceeded by 31 h. Those 31 hours are paid in tiers: 7,5 h at single pay, 18 h at +50 % and 5,5 h at +100 %.

The rules Plana watches

  • 112,5 hregular hours in three weeksMaRa TES 7 § 1.
  • 120 htop of additional work, start of overtimeMaRa TES 18 § 1–2.
  • 130 hperiod ceiling under balancingMaRa TES 12 § 1.
  • 136 hthe same with a local agreementMaRa TES 12 § 2.

  • Regular working time for a full-timer is at most 112,5 hours in three weeks.

    MaRa TES 7 § 1.

  • For a full-timer in the standard system, 112,5–120 h is additional work at single hourly pay and over 120 h is overtime: the first 18 h +50 %, after that +100 %.

    MaRa TES 18 § 1–2.

  • Ordering additional work or overtime requires the employee’s consent. For overtime, consent is given each time separately or for a short period at a time.

    MaRa TES 18 § · Working Hours Act 17 §.

  • Under balancing, regular working time in a single period is at most 130 hours, 136 hours with a local agreement. Of the excess, 7,5 h are paid at single pay, the next 18 h at +50 % and the rest at +100 %, settled at once.

    MaRa TES 12 § 1. · MaRa TES 12 § 2.

  • A balancing period is at most 6 periods. More than that (up to 9) needs a written local agreement under TES 30 §.

    MaRa TES 12 § 1. · MaRa TES 12 § 2. · MaRa TES 30 §

  • The balancing period’s regular-hours ceiling is the number of periods × 112,5 h: 6 periods is 675 h and 9 periods is 1 012,5 h.

    MaRa TES 12 § 1. · MaRa TES 12 § 2.

  • A surplus or a deficit can’t be carried over to the next balancing period.

    MaRa TES 12 § 1.5

  • Hours that already earn additional-work or overtime pay for a single period aren’t counted in the balancing period’s total hours.

    MaRa TES 12 § 1.3

Who uses it

Owner
Turns on the balancing system in the settings, sees the balance bar and the period marker on the roster, the balance on the Hours page and the period rows on the Payroll page.
Manager
Same as the owner.
Employee
Sees their own balance on the Hours page of the phone app: Balancing period n/N · balance ±x h.
Accountant
Sees the Payroll page (needs permission to view pay): the period rows and the settlement at the end.

What it doesn’t do

  • It doesn’t move shifts or deduct pay by itself: the balancing system is a setting, a check, a balance display and a payroll calculation.

  • The balancing system applies only to full-time employees on a monthly salary. Hourly and part-time monthly staff are counted in the standard way, and an hourly employee’s three-week line is still 120 h.

  • The system is off by default, and the setting is chain-wide: a chain has a single balancing setting.

  • A shortfall is only reported, and pay isn’t reduced automatically. Whether to deduct is the owner’s decision.

  • The Overtime at the end of the balancing period flag on the roster adds up only the periods the roster covers, not the period’s whole balance. The whole balance is on the Hours and Payroll pages.

  • The balance counts clock-ins and corrected hours, not planned shifts, and a period that isn’t over has no reading.

  • The additional-work and overtime flags don’t block saving and don’t check for consent. Only planning in From employee target mode (Pro) reads period consents; planning from staffing need doesn’t.

  • The working-time bank (MaRa TES 12 § 3, 150 h) and the night-shift 90 h and three-shift 105 h systems aren’t implemented.

  • The roster check counts published shifts at another location, but the balance on the Hours page and the Payroll page read only this location’s clock-ins.

Where to find it in Plana

Where to find it in Plana
Settings → TES and rules → Local agreement → Balancing system
Where to find it in Plana
First you need full-time employees on a monthly salary and their clock-ins: the balance is calculated from them.

Questions

Next stop in the period

Next stop in the periodPublish · Publishing and changesSend the roster to your staff's phones in one go. A change to a published shift applies once the employee accepts it.

Related features

Try it on your own roster.

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