TEST MODE ACTIVE. Hours figures are read from shadow records and no settlement is written to a real balance.
You are viewing this board. Settling hours, approving overtime and writing adjustments are restricted to the Head of HR, a super admin, and the Volunteer Management manager for volunteers.
Rota
DTTASA
Rota Hours
Live
--:--WAT
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Organisation summary

The whole hours position, on one screen

Everything owed, everything banked, and the overtime that has not been approved yet. Until now these three figures lived on three different boards and disagreed with each other.

Hours owed
 
Banked credit
Created only by an approved overtime entry.
Pending overtime
 
Net organisation
Credit minus owed and adjustments, on one definition.
People in deficit
 

Where the organisation sits, on one line

Debt to the left of zero, credit to the right. The pending overtime is shown as the amount the green side would gain if the queue were cleared today.

0
Hours owed Banked credit Would become credit if approved

How a balance is arrived at

+
Banked credit

Created only when an administrator approves overtime. Never by the timer on its own.

Hours owed

A published shift missed, or a timer submission that fell short of the shift.

±
Adjustment

A manual correction by a super admin, always with a written reason.

net = credit − (owed + adjustment)

One net figure, shown identically on every surface in the portal. Nowhere will you see banked hours quoted beside hours owed as though they were separate truths.

Live, without a refresh

A figure that changes while you are reading is marked, then the mark decays over six seconds so the board settles back to calm.

Watching for hours activity. Anything that moves a balance appears here the moment it happens.

People and balances

Every person, worst position first

One net figure per person, drawn as a bar centred on zero. Red to the left is owed, green to the right is credit. Sorted so the person who needs attention is at the top.

No one selected.
PersonContractedOwedCreditPendingNet positionAction
Pending overtime

Hours waiting to become credit

Grouped by person, because approving one person's queue is the action that actually changes their position. Each group shows what approval would do to their net figure.

Selected for approval
Nothing selected
Approving turns every selected entry into banked credit on the same day.
Your own overtime is not shown here, nobody approves their own.
Audit stream

Every hours action, append only

Newest first, filterable, exportable. This is the artefact a donor's auditor asks for, so it is written to be read by somebody who was not here when the entries were made.

Append only. No entry on this board can be edited or removed by anybody, including a super admin. A correction is written as a new entry that names the one it corrects.
WhenPersonActionAmountBeforeAfterByReason given
Done.