About Flex Time Balance

Flextime lets the employee work within a flexible work time interval. The employee does not need to fulfill the exact number of scheduled hours each day. Instead, plus and minus time is regulated by a flextime balance. The flextime balance definition is supplemented by the flextime day rule. This defines the allowed in- and out-intervals, the minimum and maximum daily accrual and withdrawal in combination with lunch flex etc.

The accrual and withdrawal of the flextime balance is processed by using the normal <In> and <Out> keys on the data capture terminals. The employee should be connected to a day type dependent working hours schedule, and the day type must have a link to a Flex Day Rule.

When defining a flextime balance you may follow this general description.

In the Balance Definition window, enter an Identity and a Description for the flex balance.

Set Unit to Hours, and Type to Flex.

In the General tab:

Limits and Rounding

Enter the Minimum allowed balance within a period, and the Maximum allowed balance within a period. The period refers to the reconciliation period, if applicable. If no reconciliation is used the value refers to the total value at any given time.

Optional, enter restrictions to the Maximum Daily Accrual, and the Maximum Daily Withdrawal.

Optional, enter an Accrual Threshold value, and a Withdrawal Threshold value.

Optional, enter a Round Accrual Value, and a Round Withdrawal Value. The rounding affects the daily accrual and withdrawal values.   

Remainders

A remainder is the result from a rounding, or a threshold, or the value cut out because of a maximum or minimum limitation. Select one of the options and, when applicable, enter the supplementing information.

In the Daily Rule tab:

Result Connection

Enter a Positive Wage Code that will display a summary of all hours accruing to the balance. Accruing hours comes from the wage codes with a positive Factor value (see Wage Code Generating Balance).

Enter a Negative Wage Code that will display a summary of all hours withdrawing from the balance. Withdrawing hours comes from the wage codes with a negative Factor value (see Wage Code Generating Balance).

Wage Code Generating Balance

Enter a Wage Code of type balance accrual, set Factor to +1, select the Conversion Default checkbox.

Enter a Wage Code of type balance withdrawal, set Factor to -1, select the Conversion Default checkbox.

Optional, enter a Wage Code of type absence, set Factor to -1. This wage code is an absence code that should let the employee take time off without reducing the normal hours but instead reducing the flex balance. If transferred, the absence code must have the correct parameter setting in the connected payroll system in order to avoid a double withdrawal.

Note: The Flextime balance require that you enter both a wage code of type Balance Accrual, and one of type Balance Withdrawal.

Checkboxes

Select the Level balance change and accruing result checkbox. This is mandatory for a flex balance.

Select the Level balance change and withdrawing result checkbox. This is mandatory for a flex balance.