---
title: "HR"
canonical: "https://helpcenter.storesace.com/space/KBEN/97976321/HR"
format: markdown
---
**[Employees](https://helpcenter.storesace.com/space/KB1/51675137/Empregados)**  
**[Schedules Plan](https://helpcenter.storesace.com/space/KB1/44892163/RH#Plano-de-Horários)**  
[Stores](https://helpcenter.storesace.com/space/KB1/44892163/RH#Lojas)  
[Daily Schedules](https://helpcenter.storesace.com/space/KB1/44892163/RH#Horários-Diários)  
**[Planning](https://helpcenter.storesace.com/space/KB1/44892163/RH#Planeamento)**  
[Set Schedule](https://helpcenter.storesace.com/space/KB1/44892163/RH#Definir-Horário)  
[Daily View](https://helpcenter.storesace.com/space/KB1/44892163/RH#Visão-Diária)  
[Detailed View](https://helpcenter.storesace.com/space/KB1/44892163/RH#Visão-Detalhada)  
[Indirect Work](https://helpcenter.storesace.com/space/KB1/44892163/RH#Trabalho-Indireto)  
[Events](https://helpcenter.storesace.com/space/KB1/44892163/RH#Eventos)  
**[Support Map](https://helpcenter.storesace.com/space/KB1/44892163/RH#Mapa-de-Apoio)**  
**[Time Control](https://helpcenter.storesace.com/space/KB1/44892163/RH#Controlo-de-Ponto)**

---

# Schedules Plan

The Schedules Plan allows you to define and schedule work periods and employee shifts, building scales according to comparison with hourly sales.

## Stores

In Organization > Stores, by accessing the specific store in the “HR” tab for this module, it is possible to fill in the HR configurations of each store, with an impact on schedule plan, such as the store hours per day of the week and the **Sales/Person capacity ratio per employee**.

![image-20240419-091121.png](media://8c2b0f1e-afae-4829-aee1-db391e8c7dec)

## Daily Schedules

Once you have defined the schedule needs in each store, it is important to set up Daily Schedules, i.e., work periods to be assigned to employees, such as, for example, a shift. These can be created or edited from the Daily Schedule List, available in Configurations > HR.


When creating a Daily Schedule, the Name and Short Name must be assigned for consultation and identification to determine whether it is active to be applied in Schedules Planning and a color can also be selected to differentiate it from other Daily Schedules during planning.

![image-20240419-110711.png](media://2ffc42af-f4f9-4c05-93b1-d34ba1406284)

In “Periods” tab, you must indicate Start Time, End Time and Meal Start Time and Meal End Time, and these schedules are worked by employees to whom this Daily schedule is assigned.

If desired, informative Daily Schedules can be added in order to mark an event (such as vacation or time off, for example), but not to assign working hours to employees. In this case, the Start Time and End Time fields must be filled in with the value 00:00 on purpose.  
In "Stores", we assign the stores for which we want this schedule to be available in time Planning.

## Planning

In planning, it is possible, based on the configurations previously made, to plan schedules in a visual and intuitive way, for a period selected in “Dates” and for the selected store.

![image-20240419-093453.png](media://5184e10d-4330-4d64-82b0-ba362e028d2d)

The table presents the period days, organized, by weeks, with assigned employees identified to the store by their Short Name. Under the employee’s name, it is possible to identify their weekly workload and the total hours assigned to the employee for the week (00h00/40h00). 

Thus, in this planning schedule view, days that have periods inserted into the store’s working hours, which do not have any employees with planned hours, are identified with visual alerts to ease their identification.

![image-20240419-093302.png](media://faefaf5b-11c1-468f-bbc7-0f7b24b8cc62)

To easily identify the discrepancies in assigning the hours in relation to the employees' weekly Workload, this information uses visual alert indications: blue to indicate that the employee is below their workload hours, black to indicate that the workload hours have been met, and red to indicate that the assigned hours exceed the established workload.

![image-20240419-093041.png](media://469d010a-d225-4dc6-a134-38be51ea1a2b)

### Set Schedule

You can define the schedule in two ways: directly in the timetable by selecting the cells corresponding to the days and employees to which we want to assign timetables, or using the “Set Schedule” option available in the top right-hand corner of Planning.

![image-20240419-093643.png](media://e5bd1f0b-fbc0-4814-8b02-a85f72991089)

In the Schedules definition it is possible to assign a daily schedule for the period defined in “Dates” to the employee or a set of employees selected in “Employees”.

![image-20240419-093717.png](media://3b537fbf-4cc7-4929-955f-470fc9ad329c)

All fields assigned with (*) are mandatory to be defined.

**Dates**: Date period to which the daily timetable will be assigned.  
**Employees**: Employee or selection of employees to whom a daily schedule will be applied.  
**To create or to use existing one?** It allows you to opt between using a daily schedule previously created or using a tool to simultaneously create and assign a new daily schedule.  
**Daily Schedule:** List to select and assign existing daily schedules.  
**Start Time/End Time: **After selecting the daily schedule, this information is filled out according to its configuration.  
**Start Time Meal**/**End Time Meal:** After selecting a daily schedule, if a meal schedule has been configured for it, this information is filled out according to its configuration.

When timetables are assigned by selecting cells, the information about Data and employees already selected in the table, by chosen cells is not displayed in the “Set Schedule” window, allowing you to proceed directly to the choice of a daily Timetable or creation.

![image-20240419-094147.png](media://fed92252-af49-415f-99e1-98b963a5b936)

![image-20240419-094237.png](media://862da0d9-78e0-451f-993f-66639b6e2d1b)

### Daily View

There are presented per day the schedules assigned to each employee, in a card view, identifying the schedule description assigned, the total workload and meal time. 

![image-20240419-114459.png](media://0a0b555f-ee62-48a2-9506-1ff5963c8288)

### Detailed View

The detailed view, accessed through the icon “+” that precedes each day, allows a visual reading of assigned schedules per employee, for example.  
Thus, using the same color scheme configured for the daily schedule and according to its card view, the employee’s schedule is represented in a line view, allowing to identify Start and End Times, as well as periods without employees.

![image-20240419-094528.png](media://2b49a29f-8981-4753-87c8-21c040335904)

In the image below, we can consult the Detailed View of a planning day, where we can observe horizontal bars that clearly identify the work periods of employees.

![image-20240419-094726.png](media://14cdbd09-455a-4e5a-96fd-cb37697cf3f6)

In order to make occasional adjustments to employees' schedules, according to more specific needs, the bars are dynamic, and using the “Drag” feature, it is possible to change the employee’s schedule. This action only has an effect on the planning of the day in which it is defined in configurations.

![image-20240419-100050.png](media://661f4d3b-8281-4f1d-9b21-e4f887a1569d)

In addition to the employees and planned schedules represented in horizontal bars, the Detailed View displays graphically complementary information that aids in the planning and configuration of schedules, such as the total number of **Allocated Employees**, **Suggested Employees** and **Prediction No. of Sales**. 

![image-20240419-100206.png](media://f2d96d9f-eb7b-4aad-b2d2-053b9b7f788a)

Thus, by clicking this way on the legend, it is possible to activate or deactivate these aids for better reading. In the shared example, by activating the Allocated Employees (blue) and Suggested Employees (Orange) information on the planning, the period with allocation needs to be considered, considering that these two lines should approximate.

![image-20240419-100604.png](media://02793ec1-8759-409c-bff6-70d25770186e)

Taking into account the Suggested Employees and the Allocated Employees, the Detailed View also allows you to consult the deviation between both (Differential) in the form of a Graph Bar, so that you can easily identify the periods with the greatest deviation (both positive, marked in blue, and negative, marked in red) between the suggested employees with assigned schedules.

![image-20240419-100926.png](media://47e9c0c7-0595-4f59-9aa4-a8d341ea70cb)

Thus, the differential graph makes it possible to identify the most critical periods, and can be read on its own or in conjunction with Time Planning. Other auxiliary information is automatically hidden in the legend.

![image-20240419-111551.png](media://afee8182-2817-4ca0-8e07-6770a067ae02)

To make changes to the sales forecast, StoresAce allows you to **Edit forecasts** in the Detailed View. Thus, it is possible in the “Edit Forecasts” option to change the number of sales number forecast for a date, which can be subject to adjustments based on rounding and will have an impact on the sales forecast over the various hours of the same day.

![image-20240305-093318.png](media://fb1ec521-1a3b-4603-8583-3ece4ea7de36)

### Indirect Work

In order to identify periods when tasks take place that do not directly influence sales, indirect jobs can be marked with a shaded representation in the detailed view.

To create or edit an Indirect Labor period, you can use the "Edit Indirect Labor" option available in the Detailed View.

![image-20240228-181959.png](media://d89da728-8513-452c-807e-36afd5c8de7f)

In the Indirect Work editing window, by period, it must be defined: the Start Time, the End Time and the number of Allocated people. The number of people indicated in this field will reflected in the Suggested Employees during the Indirect Work Period, taking into account the sales forecast for that period.

![image-20240228-174905.png](media://8b70a0ee-cbd3-47b7-896a-eba1815ce6f2)

For each day, it is possible to define more than a period of Indirect work by adding or removing periods, using options.

### Events

Considering that sales and Human Ressources needs can be afected by events, StoresAce does references events, such as public holidays, in its Time Planning that can have an impact on human needs.

![image-20240419-102000.png](media://b661b89f-5cbb-48e4-872a-44600678443a)

In addition to predefined events, depending on the events affecting the business, Events can be created in StoresAce for reference and configuration as a percentage of the forecast of their impact (positive or negative) on the store or group of stores. These can be configured via the Configurations > Organization > Events menu or created via the shortcut in the options' sidebar.

![image-20240419-102137.png](media://caa66eb1-c883-4fe7-9d5a-77d943acae3f)

In the editing window, the marked fields with (*)  are mandatory to be defined.

![image-20240419-102208.png](media://fbf0e7c1-4951-40e1-87a5-cb3117e2c1b2)

**Name**: description of the event  
**Short Name: a** short description of event with visibility in schedule planning.   
**Dates**: date or period of dates to be defined for the event and in which this will be affected in sales.  
**Presentation Color**: color to be displayed to visually highlight the event in schedule planning.  
**Factor +/- (%):** defined in percentage, it can indicate a forecast of variation, positive or negative, in sales during the event.

**Periods**: considering that event can affect only a daily period, it defines the **Start Time** and **End Time **of the period when sales are affected by the event.

**Stores**: indicates the store or set of stores affected by the event.

### Options Sidebar

The options sidebar displays a set of additional options for editing schedule planning.

## Support Map

The support map is a feature that aims to assist after planning by identifying in which periods there are excesses or deficits of employees allocated, taking into account the suggestion made by the application and the number of employees allocated time.

Accessed via the side menus or by changing the “Presentation” filter in planning, this feature presents the timetable planning in heat map format, where, while maintaining the view of one day per line, each hour is represented by a column, allowing each cell to identify the number of employees allocated and the number suggested, with a color scheme (red, yellow, blue or white) identifying deviations from the suggestion at the various times of the day.

![image-20240419-102914.png](media://6aa86351-3796-4a02-8f3e-99ad1c83b2b0)

With the number of employees allocated presented on the upper left corner, on the number of employees suggested in the lower right corner, the cell color will vary between red and orange, in cases where the number of employees allocated is less than suggested; will be presented in white when these are in conformity; and, on the contrary, will present the coldest tones, such as blue, when the allocated employees exceed the suggested employees.

The Support Map allows to identify for the identification of needs in schedule planning, so the features inherent in the definition of schedules and detailed view are also available presentation.

## Time Control

The Time Control menu corresponds to the set of features that will allow, after planning, to assess the differences between the planned work and the work performed. In this one, it is possible to identify two sub-menus: “Time Control” and “Attendance”.

### Time Control

The “Time Control” option aims to present entry and exit records of the respective employees of the store, as the total of worked minutes during each period worked by the employee.

To have a “Time Control” record, the “Add” option, available in the upper right corner of the page, gives us access to the editing window. It is also possible to make corrections or adjustments with editing controls already registered by clicking on them in the table.

![image-20240419-103413.png](media://3f3bf9e7-9b61-4c4e-81de-a32244a87775)

The marked fields with (*) are mandatory.

![image-20240419-103453.png](media://d3176df3-c9ff-4eac-8731-698cbbc812d2)

### Attendance

In Attendance, we can analyze, for each employee, by comparing the schedule Plan and Time Control, the planned work with in relation to the accomplished one, allowing us to identify absences, not planned work and total worked by the employee.

Thus, in the daily view of attendance, for the selected store, per employee is identified the total hours worked according to the time control, on the planned hours and identified the differential, positive or negative, respectively in green or red.

![image-20240419-104949.png](media://70608b49-e8f9-4781-9e5a-b3f338cd4ac9)

Using the colored options presented in the upper right corner, it is possible to activate and deactivate informative bars with four types of information.

**Planned Work**: identified according to the assigned schedule to the employee on the schedule plan date, it is represented by a black outline with no defined filling.  
**Total Worked**: identifies in green the total amount of work carried out by the employee according to what is recorded in the Time Card, corresponding to the total amount of planned and not planned work.  
**Not Planned Work**: identifies in blue the total number of periods of work carried out by the employee outside of the time schedule.  
**Absence**: identifies in red the periods when, according to the Work Schedule, the employee has planned time but has not been in work.

![image-20240419-105842.png](media://eb52dcb1-7678-40c9-a3f7-14d9b8ad4540)

By hovering the mouse over the periods, it is possible to display the respective subtitle, identifying the start and end time, the type of period or work (i.e. if it is an absence or a not planned work, for example) and total time on that period.

  option on upper right corner of the daily view allows the export of this several formats available.

![image-20240419-110022.png](media://01f3c68e-e667-49dc-917e-edecb98e103b)

#### Attendance Report

In Reports > HR > Attendance, we can consult the report of the same name, where the information from the Time control records is presented in a summary view as "Total Worked" and its comparison with the "Total Planned", marking the employees with negative deviations (absences).

![image-20240419-110352.png](media://067bd8a6-5d15-45ac-be28-d6bfaf638084)

Through the “+” option that appears in each line, the details of the various time control records different from those of the employee on the date under analysis can be consulted.

![image-20240419-110547.png](media://c457b413-f679-4953-934b-7f239d93803b)