Flex Time Rule

This rule calculates the difference between worked hours and the planned work pattern hours as a flex time balance that can be awarded to the employee. Note that the planned hours this rule looks at include only work pattern hours, not scheduled or any other methods to plan hours. As an alternative method, the threshold in minutes can be defined in this rule against which the worked hours are compared.

The difference can be a surplus when the worked hours exceed the threshold or a deficit when the worked hours are less than the threshold. The rule can be configured to look at both surplus and deficit hours or only one of each. Depending on this choice, the respective fields for these options can be configured.

Flex Time Rule settings
Setting	Description
Collection Period	The type of collection period you want the rule to use. Note that it’s set to Daily by default.
Collection Method	The following collection methods can be defined: Surplus and Deficit hours: Include both surplus and deficit hours when determining the flex time balance. This includes balances where the threshold minutes are either greater or less than worked time. Surplus hours only: Include only surplus hours when determining the flex time balance. This includes balances where worked time is greater than the threshold defined. Deficit hours only: Include only deficit hours when determining the flex time balance. This includes balances where worked time is less than the threshold defined.
Threshold Calculation Method	The following threshold calculation methods are available: Fixed Number of Minutes: Use a fixed number of minutes entered in the Threshold in Minutes field as the threshold. Work Pattern Hours: Use the employee’s work pattern net hours to calculate the minutes as the threshold.
Threshold in Minutes	The number of minutes the threshold should be when the Fixed Number of Minutes option is selected as the threshold calculation method. The flex time balance is calculated as the difference between the worked time and the threshold defined in this field.
Pay Codes eligible Pay Codes not eligible Pay Categories eligible Pay Categories not eligible	The pay codes and categories to include or exclude when calculating the flex time balance.
Pay Codes to raise threshold Pay Codes to lower threshold	The pay codes that raise or lower the threshold.
Bank minutes multiplier for surplus hours	The number by which the rule multiplies the surplus hours. For example, if there is a surplus of 1 hour and you enter `2` in this field, the hours in the flex time balance will be multiplied to 2.
Rate value for surplus hours	The rate that is applied to the flex time balance when the worked time is greater than the planned work pattern hours.
Rate type for surplus hours	The following rate types can be defined: Incremental: The rate is an incremental increase to the employee’s pay rate. For example, if you enter `1.5` in the Rate value for surplus hours field and the base rate is €15, the new rate will be €16.50. Multiplier: The rate is a multiplied increase to the employee’s pay rate. For example, if you enter `2` in the Rate value for surplus hours field and the base rate is €15, the new rate will be €30.
Rate output for surplus hours	When the BlendedRate option is selected, the rate applied to the flex time balance is calculated using the amounts entered in the Rate value for surplus hours and Rate type for surplus hours fields. For example, to pay employees an additional €2, select Incremental in the Rate type for surplus hours drop-down list and enter `2` in the Rate value for surplus hours field.
Bank minutes multiplier for deficit hours	The number by which the rule multiplies the deficit hours. For example, if there is a deficit of 1 hour and you enter `2` in this field, the hours in the flex time balance will be multiplied to 2.
Rate value for deficit hours	The rate that is applied to the flex time balance when the worked time is less than the planned work pattern hours.
Rate type for deficit hours	The following rate types can be defined: Incremental: The rate is an incremental increase to the employee’s pay rate. For example, if you enter `1.5` in the Rate value for deficit hours field and the base rate is €15, the new rate will be €16.50. Multiplier: The rate is a multiplied increase to the employee’s pay rate. For example, if you enter `2` in the Rate value for deficit hours field and the base rate is €15, the new rate will be €30.
Rate output for deficit hours	When the BlendedRate option is selected, the rate applied to the flex time balance is calculated using the amounts entered in the Rate value for deficit hours and Rate type for deficit hours fields. For example, to pay employees an additional €2, select Incremental in the Rate type for deficit hours drop-down list and enter `2` in the Rate value for deficit hours field.
Deposit Pay Code	The pay code applied to the flex time balance.
Deposit Pay Category	The pay category applied to the flex time balance.
Maximum minutes per Collection Period	The maximum number of minutes that can count towards a flex time balance per collection period.
Pay Code for minutes exceeding maximum	The pay code applied to the flex time balance when the minutes entered in the Maximum minutes per Collection Period field are exceeded. Note that this setting needs to be configured only when you enter a value in the Maximum minutes per Collection Period field.
Include no time entry days	When selected, the rule runs on days where no clock entry is recorded. This includes partial clock entries or shifts where the employee was scheduled to work, but didn't work so no clock entry was recorded.