> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hr-easy.nlead.ch/llms.txt
> Use this file to discover all available pages before exploring further.

# Staff groups and work-time settings

> Personengruppen: group-level time capture, weekly plans, and school openings — configured in one place under Settings → Arbeitszeit.

Different kinds of staff work different rhythms: educators return a week before the
students, assistants and mentors do not; some people stamp their actual times, others
work a prefilled weekly plan. **Staff groups** (Personengruppen) capture those rhythms
once, and every member inherits them — instead of each employee record being configured
by hand.

Everything described here lives on one screen: **Settings → Arbeitszeit**
(`/settings/work-time`), with four tabs — **Gruppen**, **Wochenpläne**,
**Jahreskalender**, and **Gleitzeit**.

## What a staff group is

A staff group bundles three defaults its members inherit:

| Default            | Meaning                                                                                      |
| ------------------ | -------------------------------------------------------------------------------------------- |
| **Zeiterfassung**  | How members record time: **Stempeln** (start/stop) or **Wochenplan** (prefilled plan hours). |
| **Wochenplan**     | The [schedule template](/guides/time-absence/time-tracking) members' Soll hours derive from. |
| **Schliesszeiten** | The group's school openings — the periods its members are not expected on site.              |

Groups are also the unit the closure calendar has always used for **Betriebsferien**,
so a group's closures automatically flow into prebooking, leave counting, and the
portal holiday calendar for exactly its members.

## How people land in a group

Membership is resolved, not maintained by hand:

1. **Manual pin** — an explicit group set on the employee record wins over everything.
2. **Position match** — otherwise, the employee's Position is matched against each
   group's position list (case- and whitespace-insensitive).
3. **Standard group** — otherwise, the default group (the one whose card has **Als
   Standardkalender verwenden** checked; it carries the «Standard» badge) catches
   them.

An employee matched by none of the three belongs to no group and inherits nothing —
the Gruppen tab shows a warning with the count until a Standard group or the missing
positions exist.

## Setting it up

<Steps>
  <Step title="Create the groups">
    **Jahreskalender tab → Betriebsferien**: create one group per staff rhythm — for a school,
    typically a general group plus e.g. educators, assistants, mentors. Make exactly one group the
    Standard group by checking **Als Standardkalender verwenden** on its card; it catches everyone
    not matched elsewhere.
  </Step>

  <Step title="Assign positions">
    On each group card, list the position titles that belong to it, exactly as they appear on the
    employee records. Everyone with a listed Position becomes a member automatically — now and for
    future hires.
  </Step>

  <Step title="Set the group defaults">
    Per group, choose the default **Zeiterfassung** (Stempeln or Wochenplan) and, where the mode is
    Wochenplan, the default **Wochenplan** template. Changing a group's default plan never silently
    rewrites member schedules — applying it to members is always an explicit, confirmed step.
  </Step>

  <Step title="Define the school openings">
    On the **Gruppen tab**, the openings matrix defines a period once for every group it applies to;
    deviating a single group's dates is one click on its cell. See below.
  </Step>

  <Step title="Handle the exceptions">
    Individuals who differ from their group are configured in their dossier — **Schweizer Daten**
    tab: pin them to another group, or give them an explicit capture mode. Both stay visible on the
    Gruppen tab — pins as a sub-line under **Mitglieder**, mode overrides in **Ausnahmen**.
  </Step>
</Steps>

## The Gruppen tab: three views of the same groups

The Gruppen tab shows a selectable school year (August–July) in three ways:

### Overview table

One row per group: resolved member count (with manually pinned members noted as a
sub-line under **Mitglieder**), default capture mode, default weekly plan,
closure-period count, and the **Ausnahmen** column — the number of members with an
explicit capture-mode override.

### Year strip

One bar per group across the school year, with each closure period drawn to scale — a
one-glance answer to "when is who off site", and the fastest way to spot a group whose
openings were never configured.

### Openings matrix — define once, deviate per group

Rows are period names, columns are groups. The Standard group's dates are the
reference; any group whose dates differ is highlighted with the deviation spelled out.

* **Periode erfassen** creates a period in every selected group in one step.
* Clicking a cell edits or removes only that group's copy — that is how *educators
  return one week earlier* is expressed: same row, one deviating cell.

## Inheritance and exceptions

An employee's effective capture mode resolves in order: **explicit personal mode →
group default → Stempeln**.

<Note>
  An explicit personal mode is a **pin**: it stays fixed even if the group's default changes later.
  That is why it counts as an exception even when it currently equals the group default — the group
  can move on without it. To let someone follow their group again, set their Zeiterfassung back to
  *Von Gruppe übernehmen* in the dossier.
</Note>

Manual group pins behave the same way: they survive Position edits, and if the pinned
group is ever deleted the employee falls back to automatic resolution.

## Troubleshooting

| Symptom                                        | Cause and fix                                                                                                                     |
| ---------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------- |
| Red "n Personen sind keiner Gruppe zugeordnet" | No Standard group and their positions match no group. Check **Als Standardkalender verwenden** on one group or add the positions. |
| A group shows **0 Mitglieder**                 | Its position list is empty or the spellings do not match the employee records' Position field.                                    |
| A person ignores a changed group default       | They carry a pinned personal mode or group. Clear it in the dossier (Schweizer Daten) to restore inheritance.                     |
| A closure is missing from one group            | The period was created for the other groups only. Add it via that group's cell in the openings matrix.                            |

## Where the pieces connect

<CardGroup cols={2}>
  <Card title="Time tracking" icon="clock" href="/guides/time-absence/time-tracking">
    The group's Wochenplan default is a schedule template; Soll hours and balances derive from it.
  </Card>

  <Card title="Holidays" icon="calendar" href="/guides/time-absence/holidays">
    School openings sit alongside cantonal public holidays and school holiday calendars.
  </Card>

  <Card title="Leave" icon="umbrella-beach" href="/guides/time-absence/leave-and-absence">
    Betriebsferien days reduce what a spanning vacation request consumes.
  </Card>

  <Card title="Employee records" icon="user" href="/guides/lifecycle/employee-records">
    Per-person pins and overrides live on the dossier's Schweizer Daten tab.
  </Card>
</CardGroup>
