How to manage the training hours credit

What is it for?

When an employee does not get the year's training hours, the missing hours become their credit, within a time limit. This screen shows, per person, what is due, what has been done, what is missing and when it passes to credit.

When to use it?

• You want to know how many training hours the company still owes each employee.
• You want to see an employee's account, year by year.
• You want to plan training for the people with missing hours.

Where to find it?

People › Credit of hours, with Overview, Account, Manual entries and Declarations at the exit. The HR manager sees the first three; Declarations at the exit belongs to the Payroll and Management profiles (and the system administrator), and the HR manager does not see it.

Before you start

• Your profile is HR manager for Overview, Account and Manual entries. For Declarations at the exit, the profile is Payroll or Management.
• To learn how hours done are recorded, see Record training.

How to use it

1. Open People › Credit of hours › Overview. The yellow notice says until when the missing hours still count as training given by the company (in the demo, “Até 01/01/2029 … 303,3 h para 8 pessoa(s)”). The three panels show Hours missing (company), Credit of the workers (h) and the Hours of the year given (as a percentage).
2. In the table, each line has Due, Done, Missing (year), Missing (older), Credit and Next (the date on which the missing hours pass to credit and how many there are, for example “01/01/2029 (40 h)”).
3. Tick the lines and click Plan training to create the training action for those people, or Send statements to send each one their statement (both buttons stay inactive until you tick a line). Recalculate redoes the figures.
4. For the detail, open People › Credit of hours › Account: one line per employee and year, with Due (h), Done in the year (h), Missing (h), Credit balance (h), Passes to credit on, Credit valid until and the State (Missing or Future year (anticipation)). When you open a line you see Payable if the contract ends today (h) and the movements.

Expected result

• With Send statements, the screen says “Statements queued” (in English) and the statements are queued for sending.
• With Plan training, a new training action opens for the ticked people.

Pending validation by a certified accountant: the three-year period after which missing hours pass to credit, the validity of the credit (until 31/12/2031, in the 2026 example) and the hours payable on leaving; the article reproduces what the screen calculates, it does not confirm the rule.

Important notes

• Today you cannot make a manual entry or a declaration at the exit. In Manual entries (New, with the HR manager) and in Declarations at the exit (New, with the Payroll profile; Management has no New), the Worker field shows nobody to choose (“No records”), even with 8 employees. Without an employee you cannot save: the screen says “Some required fields are empty” and marks Worker and Reason. Do not use these two screens until it is fixed. The entry form has the type (Recognised hours (art. 131.º/4: working student, RVCC), External training not registered in actions or Training assured and not attended (not attributable to the employer)), the date, the Hours, the Year it refers to, the Reason and the Evidence.
• The manual entries list is empty (“No manual entries”): a correction by hand is recorded there, with the reason and who made it.
• The Overview screen shows the Department column empty in this demo, because the employees have no department.

Common problems

I cannot choose the employee in a manual entry

This is the defect described in “Important notes”. Use the training record to record hours done (article Record training).

The credit shows zero

This is normal when the period has not yet passed: the credit only arises on the Passes to credit on date; until then, the missing hours count in Missing (year).