Enter Time Balance Definition

Explanation

This activity is used to define employee time balances. A time balance is based upon the result entered in the employees time card information. How it was entered, automatically by the calculation program, or manually by the user, doesn't matter.

The time balance has a basic definition that describes the minimum and maximum allowed values, any rounding or threshold values, which wage codes are affecting the balance and so forth. All balances are updated from the accruing and withdrawing wage codes entered in the definition page. Wages codes with a positive factor are accruing to the balance. Wages codes with a negative factor are withdrawing from the balance.

The balance may be connected to a reconciliation period. This means you can let the balance fluctuate within the period and at the end of the period set it to a certain value. You can also have any cut out time transferred to a wage code or to another balance. This we call the conversion of a balance, which is available both to daily remainders as well as to remainders created when reconciling the balance.

A time balance may also use the alert functionality. However, this requires that you enter a set up in the IFS/Foundation1 component. Alerts are used, e.g., to warn for overtime hours coming close to violating work time regulations. Alerts can be defined for a minimum limit or a maximum limit or both limits. The alert is triggered when the limit is passed, not for every time after, once the limit has been violated. A new alert is triggered first when the balance has fallen back to the accepted side of the limit and then passes the limit again.

In order to have a balance come effective it is connected to a work hour rule type. The rule type is in turn linked to the employee.

Prerequisites

The wage codes that should be used to accrue and withdraw from the balance should have been entered.

System Effects

There are no system effects.