Time and Attendance (Part 24/31): Flex time administration

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


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

AX2012 Flex Balance

Flex corrections:
You can do adjustments manually by clicking “Flex correction”

AX2012 Flex Adjustment

In the example there is also a pay transaction for -14 of pay type 10000 now waiting to be transfered to payroll.

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

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. Check out the setup guide for this here.

The periodic job is found at Human Resources > Periodic > Time and Attendance > Flex > Adjust flex balance.

AX2012 Adjust flex balance

Worker account balance:
The worker can check their flex account balance in the job registration/terminal window.

Flex balance for worker in terminal

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