All the menu items for handling flex for a worker is located on the workers form (Human Resources > Workers > Workers)

AX7_TA_FlexTimeUser

Flex: Recalculate the workers flex balance.

Opening flex balance: You can set the Opening Flex balance of a worker if the worker already had some time built up at implementation or as a transfer from another company.

Flex balance: Shows an overview of the workers flex account balance chronologically through time. A new record is put in to this table each time the user has a flex transaction at calculation and the flex balance is recalculated.

AX7_TA_FlexBalance.png

You can do adjustments manually by clicking Flex correction

AX7_TA_FlexOverviewAdjustment1.png

You can also post payroll transactions in the same correction. A good example is that you can replace overtime with flex time.

This flex correction can also be performed by the system.
The balance for a worker can exceed the limits of the Flex group settings.

AX7_TA_FlexBalanceAdjustSetting.png

Some just want to report on the issue and make sure that the users get back within the limits them selves or you can run the flex correction job to reduce or increase the balance for the user like the manual example above.
Based on the flex group settings you can replace these with pay types for each flex time unit adjusted. This is configured in the flex group.

The periodic job is found at Time and Attendance > Manage flex time > Adjust flex balance.

AX7_TA_AdjustFlexBalance.png

The system looks at the Correction date and adjusts the Flex balance to the Max or Min flex time allowed in the flex profile the worker is associated with.

Worker account balance:
The worker can check their flex account balance in the Job card terminal in the Status fact box.

AX7_TA_FlexBalanceJobCardTerminal.png

 

Go to the AX 7 – Time and Attendance guide page

 


Filed under: AX7, Time and attendance