Employee standards in Folks allow you to set the thresholds that your employees must meet.
In this article, we provide an overview of the actions and options available on the employee standards page. We will also give you tips and tricks for managing your data and the best timing for setting up standards.
Actions
To access the employee standards page, in the main menu, click on Company > Norms and click on the Employees tab.
- Edit and Save data - Use the edit button to enable modification of employee standards (see Add norms to an employee). Remember to save your work when you are finished.
- Use Previous Year - This button allows you to copy your previous year's data into the current year.
- Print summary - It is possible to print or export the page's content by clicking the print button.
Types of Standards
Among employee standards, you can find banks, goals, and limits. See the definitions below to learn more.
| Standard | Type |
| Absences | Goal |
| Absence/Sickness | Bank |
| Accidents | Goal |
| Accumulated Time | Limit |
| Overtime Starting From | Limit |
| Vacations | Bank |
| Personal/Mobile | Bank |
| Discipline | Goal |
Definitions
| *The HR year is the company's financial year, whereas the reference year refers to the period during which vacations accumulate. |
Absences
The Absences standard is defined as the absenteeism goal for this employee. This standard triggers a warning when an employee meets or exceeds the standard so that you can review their file and decide if it is problematic or not. It is important to note that illnesses are included in this goal.
Absence/Sickness
The Absence/Sickness standard is for the bank of sick hours or days that you offer your employees. It is important to understand that the standard represents the initial balance/bank at the start of your HR year. Subsequently, the balance will adjust based on the various entries made throughout the year. Absences/sickness count towards this employee's absenteeism and the rates calculated by your Folks.
Accidents
The Accidents standard is defined as the goal for the number of accidents or near-accidents for this employee. This standard triggers a warning when an employee meets or exceeds the standard so that you can review their file and decide if it is problematic or not. It is important to note that occupational illnesses are managed in this module and included in this goal.
Accumulated Time
The Accumulated Time standard is the maximum number of hours employees can have in their bank. This is not the number of overtime hours worked, but rather the maximum accumulated in the bank at a given time.
Overtime Starting From
Useful if you use the timesheet
The Overtime standard is used only when the basic or project timesheet is enabled. It is the limit between hours considered regular and those that will fall into the overtime section and can be accumulated at regular or premium time or paid at regular or premium time.
Vacations
The Vacations standard is the bank of vacation hours or days that your employees accumulate. It is important to understand that this standard represents the initial balance/bank at the start of your vacation year.
The reference year for vacations is not necessarily the same as the HR year. Furthermore, year after year, you will be able to transfer balances from previous years to adjust what was really accumulated the previous year and retain only the equivalent percentage of vacation accumulation (4% = 10 days, 6% = 15 days, etc.). The total here is the amount of time you allow your employee to take based on what they worked the previous year. See the labour law applicable to your place of employment for more details.
Personal/Mobile
The Personal/Mobile standard is the bank of personal/mobile hours or days you offer your employees. It is important to understand that this standard represents the initial balance/bank at the start of your vacation year. The reference year for personal/mobile days is the same as for vacations and is not necessarily the same as the HR year.
💡Tip: However, if your personal/mobile days reset according to the HR year and you want them calculated in the absenteeism rate, you can leave the Personal/Mobile column empty and include them in the Absence/Sickness column. To differentiate them, you can have the list of absence reasons modified.
Discipline
The Discipline standard is defined as the goal for the number of disciplinary notices for each employee. This standard triggers a warning when an employee meets or exceeds the standard so that you can review their file and decide if it is problematic or not.
💡Tip: It is important to note that we suggest including verbal warnings in the discipline module (Employees > Disciplines). This allows them to be included in this goal.