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Absences / Vacation

Absences of All Kinds | Public Holidays | Vacation Model | Vacation Account | Vacation Request | Vacation Overview for All Employees | Home Office | Exports

Absences of All Kinds

Absences are entered under "Planning" with the appropriate rights. Vacation can alternatively be recorded in the vacation account (under "Personnel" for the person) or in one's own profile (directly or as a request - depending on account settings).


Abwesenheiten in der EinsatzplanungEnglish image not yet available...

1) "Abwesenheiten" wählen 2) Nach Klick auf den Tag öffnet sich die Abwesenheitswahl 3) Urlaubsanträge werden blau angezeigt 4) Feiertage für das gesamte Personal wird über den Serieneintrag rechts oben eingetragen.


On days with the following recorded absences, the employee does not have to work any hours (The target hours deposited via the weekly model are neutralized).

Holiday

Vacation

Sickness

(K)
Users only see the note on sickness if they have "Personnel" access rights.
Absence because the child is sick: Use sickness + stroller symbol.

Neutral Absence 

(X)
E.g., for vocational school or other days of absence such as a team outing.
Alternatively to the option of recording a special credit in the vacation account, absences such as paternity, moving day, etc. can also be recorded as neutral absences (assign a comment or symbol for traceability).

Not plannable

(Hatched)
"Not plannable" is purely an informative marking. The deposited target is still valid. If no time is recorded on this day and thus the target is not met, the target hours are deducted (Target-Actual is reduced by the minus hours). The classic use of this absence is the compensation of overtime. Employees can therefore enter this informative absence themselves.

Examples of use
a) Compensation (reduction) of overtime: Anke has to work 8 h on Monday (8 target hours = -8 h). Since she has accumulated 20 overtime hours (+20), she compensates on Monday. She enters "not plannable". Since she then does not work the 8 h on Monday, her overtime is reduced by these 8 h to be worked, and she ends up with 12 overtime hours  (20 -8 = 12 overtime hours).
b) Marking when swapping a day off that is determined via the weekly model.
c) Homeoffice Workaround: Not plannable can be marked in combination with a comment/house icon to indicate a home office

Various/longer absences

For e.g., maternity leave/parental leave, the Target-Weekly model can also be paused - or a weekly model with 0-0-0-0-0 can be recorded for this period.

Hourly absences e.g., doctor's appointments

For hourly absences that are tolerated within working hours (such as a doctor's appointments or customer events), we recommend setting up an internal project "Absences". Time is then booked on this and can also be evaluated.
This project can then also be scheduled for 1-2 h in the planning if necessary.

Display of planning in an external calendar – e.g., Google Calendar


Public Holidays

For the annual entry of public holidays for the entire company, MOCO offers a template (1).
In the case of a newly recorded person during ongoing operations, public holidays can also be adopted from the template or alternatively from another person (2). The latter can be especially useful for different public holidays by country or city.

Feiertage eintragen in MOCOEnglish image not yet available...


Additionally, public holidays can also be directly entered under "Target-Actual" via a blue link (3).

Overview of public holidays by country/state
Germany: https://www.timeanddate.de/feiertage/deutschland/2023
Switzerland: https://www.timeanddate.de/feiertage/schweiz/2023
Austria: https://www.timeanddate.de/feiertage/oesterreich/2023
It is possible to filter by year, country, and type of public holidays above.

Fair recording of public holidays?

For part-time employees, there are sometimes discussions about public holidays.
There are two models that are used in practice:

1. Entitlement to public holidays only if they actually occur
The employee has a precisely defined workload with regular working days. For public holidays that do not fall within the defined workload, there is no entitlement to compensation. In the worst case, the employee has "bad luck".
> Enter public holidays for everyone regularly with the star symbol

2. Public holidays proportional to the workload
If there are ten public holidays in a year and an employee has a 50% workload, this results in an entitlement to five paid days. This model is generally perceived as fairer by part-time employees.
> Here, an additional credit of 5 days is entered in the vacation account and the vacation symbol is used instead of the official public holiday symbol.

Vacation Model

In the settings under "Planning", the vacation model "Hourly Accurate" or "Daily Accurate"(Standard) can be selected. 
Urlaubsmodell stundengenau oder tagesgenauEnglish image not yet available...

Choose Daily Accurate when all employees work full-time or all have the same daily hours.
Choose Hourly Accurate when some part-time employees have varying daily hours.
The practical example illustrates the difference and can serve as a decision-making aid 

Daily Accurate

→ Advantage Easy to understand (WYSIWYG).
→ Disadvantage There can be discussions. Part-time employees may feel disadvantaged or take days off more frequently on the days with the most target hours.

Hourly Accurate

→ Advantage Fair for employers and employees.
→ Disadvantage Thinking ahead is especially required when changing the volume of work during the year.

Vacation Account

The vacation account for each person is located under "Personnel" > Select person > "Vacation" (1). You can quickly switch to another person's vacation account using the Quick Select "Next Person" at the top right.


Ferienkonto Urlaubsguthaben UrlaubskontoEnglish image not yet available...

Enter Vacation Balance

Under "Vacation Balance", all balances are recorded (including special balances for, for example, moving or wedding) after the target has been correctly set.
 WATCH VIDEO

When Choosing the "Hourly Accurate" Vacation Model

Usually, an employee takes whole and half days off. MOCO also shows the vacation balance in days. Vacation entries only deduct the hours that are set for the corresponding weekday in the weekly model. This ensures that vacation is handled fairly even for part-time employees with different target hours per day. More information on hourly accurate vs. daily accurate vacation models

The basis for the display in days is the set hourly basis (2).

Standard Example
Irene works 100% / 40 h and has 25 days of vacation entitlement.
> Weekly model: 8 – 8 – 8 – 8 – 8
> Basis for display in days: 8 h
> Entry vacation entitlement: 25 days à 8 h

Part-time: same hours per day
Mirko works 80% / 32 h spread over 5 days = 6.4 h per day. He has 25 days of vacation entitlement.
> Weekly model: 6.4 – 6.4 – 6.4 – 6.4 – 6.4
> Basis for display in days: 6.4 h
> Entry vacation entitlement: 25 days à 6.4 h

Part-time: Friday off
Stefan works 80% / 32 h. He has Friday off. 25 days of vacation entitlement.
> Weekly model: 8 – 8 – 8 – 8 – 0
> Basis for display in days: 8 h
> Entry vacation entitlement: 20 days à 8 h
Note: With the 0.8 x 25 days = 20 days of vacation balance, Stefan can take 5 full weeks of vacation.

Part-time: different hours per day
Iris works 85% / 34 h. On Monday 2 h and Tuesday to Friday 8 h each. She has 25 days of vacation entitlement.
> Weekly model: 2 – 8 – 8 – 8 – 8
> Basis for display in days: 6.8 h (average per day)
> Entry vacation entitlement: 25 days à 6.8 h
Note: The vacation account will necessarily show "odd days". This is in the interest of equal treatment.
If you were to deduct 1 day for a day entry – regardless of how many target hours it involves, one side always has a disadvantage:
The employee loses out if they take a vacation on Monday. It is disadvantageous for the employer if the employee primarily takes time off between Tuesday and Friday.


We also recommend communicating this to the relevant employee:
This calculation ensures that neither the employer nor the employee is disadvantaged.

Entitlements such as Paternity Leave

If necessary, additional balances can also be recorded, such as moving days, paternity leave, etc. For longer absences, it is advisable to pause the target weekly model accordingly or to define a weekly model with "0-0-0-0-0" (MOCO shows an absence with 0 hours) for the relevant period.

Carryover of Vacation to the Next Year

In MOCO, you can make an automatic carryover at the turn of the year with one click per person or for all people. For a manual carryover, you deduct the remaining days in the current year and credit them to the new year. The annual balance can be copied to the next year via the dropdown.
Here you can find the checklist for the turn of the year

Vacation Request

In MOCO, you can configure whether individuals can manage their own absences. If not, the vacation request feature comes into play.

Configuration location: Settings > Planning

Vacation Request Process


1. The employee submits the vacation request via their profile or the mobile app
In the profile under "Vacation" (1, 2) select the desired days (3) and confirm via the blue button (4).

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Next, choose the contact person for the notification (MOCO will suggest this person next time), enter a comment (optional), and submit the request.

Requests can also be submitted on the go via the mobile app.

2. The request is approved or denied by a person with "Personnel" access rights.
Once someone has directed a vacation request to you, the "Personnel" menu item will notify you (1). Clicking on the blue notification shows you the filtered request list for you.

The "Vacation Requests" page always lists all open vacation requests with the contact person (2). This way, another person responsible for personnel (for an overall view or during absences) can approve, edit, or deny the request (3).

In this list view, you can also filter vacation requests directed to you with the keyboard shortcut "Q" – or switch back to the full list with another "Q".

urlaubsantrag verwalten: genehmigen, ablehnen oder ändernEnglish image not yet available... 

Review the request in detail
You can access the detailed view from the list on the right via "Edit". There you can see all details of the vacation request, edit it, or add comments.
  • Info on remaining vacation balance (before confirming the requested days) is displayed.
  • Who is on vacation at the same time: The link to planning allows you to jump directly to this period to see any overlaps with other people's absences.
  • Commenting, communicating: The "Notes & Files" section records the history. You can also communicate via @name. For example, if a request needs to be changed.
  • You can delete individual days or replace them with other absences. The person will be notified.
Urlaubsantrag löscht geplante Stunden in MOCO ERP AgentursoftwareEnglish image not yet available...

3. The requester is notified of approval or denial
The employee is informed about the approved or denied request (notification/email depending on profile settings). For the company, requests and approvals remain traceable under "Personnel".

Traceability in the Vacation Account

All requests are traceable in the personal vacation account (Under "Personnel" for the person > "Vacation" – similarly for the employee in their profile area).

Modify or Delete a Vacation Request

Not yet approved requests can be deleted by the requester in the vacation account.

Approved requests can only be edited or deleted with personnel access rights (under "Personnel"). To do this, select Edit or Delete from the dropdown on the right of the listed request. In the detailed view under "Edit", individual days can also be deleted or replaced. For example, if a person was sick during vacation and the days need to be replaced with sick leave.

Individually Extend Vacation Request Information

In addition to the contact person and the optional comment, further company-specific information can now be requested when applying for vacation – for example, a vacation substitute. To do this, define a custom field for the vacation request type in advance. The information will also be displayed when the vacation request is called up.

Vacation Overview for All Employees

Under "Planning"
All staff are listed on top of each other. This makes it easy to see which vacations overlap. Applications are colored blue.
View under Planning

In the comprehensive personnel report
there is also a compact annual overview:
Urlaubsübersicht über alle MitarbeiterEnglish image not yet available...

External Display
The absences of all employees can also be displayed externally in the calendar.

Home Office


Exports

There are numerous exports for all individuals or specific individuals, depending on the need. Link to the complete overview of all reports & exports

Direct links to

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