Flexitime balance limits
What is a flexitime balance limit?
A flexitime balance limit is a setting that controls what happens to employees’ flexitime balances when a flexitime period is closed.
The balance limit can be used to determine:
- how many hours can be transferred to the next flexitime period
- whether excess hours are deleted
For example, employees may be allowed to transfer up to 40 hours of flexitime to the next period, while any hours above 40 are deleted.
Where can you find flexitime balance limits?
Go to Admin - Flexitime - Flexitime balance limit.
Here, you can see the existing balance limits and their numbers and names.
To view the details of a balance limit, click the down arrow next to its number. The view expands to show the rules configured for the balance limit.
Create new flexitime balance limit
To create a new balance limit:
- Go to Admin - Flexitime - Flexitime balance limit.
- Click the plus sign in the upper-left corner.
- Enter the required number.
- Enter a name for the balance limit.
- Click Save.
- Click the down arrow next to the number to expand the view.
- Add or change the rules for the balance limit.
- Click Save.
Example of a balance limit
You can configure a rule that allows employees to keep up to 40 hours of flexitime.
Field | Meaning |
|---|---|
Balance type | Which balance the rule applies to, for example, flexitime balance type 1 |
Lower balance | Balance that is below the given limit. |
Upper balance | Balance that exceeds the given limit. |
Action | What happens to the hours, for example, whether the excess balance is deleted. |
Assign a balance limit to employees
For a flexitime balance limit to apply, you must also assign it to the relevant employees.
Here's how to do it:
- Go to Admin - Employee - Employee.
- Click the relevant employee.
- Open the Time tab.
- Find the Account limit for flexitime agreement field.
- Select the balance limit that should apply to the employee.
- Click Save in the lower-left corner.
The balance limit will then apply to the employee when the flexitime period is closed.
When is the balance limit applied?
The balance limit is applied when a flexitime period is closed.
This means that the rules only take effect when the period is closed. If an employee has a higher balance than they are allowed to transfer, the system handles the balance according to the rules in the balance limit settings.
Frequently asked questions
What is a flexitime balance limit?
A flexitime balance limit determines what happens to employees’ flexitime balances when a flexitime period is closed.
Can you set a maximum limit for transferring flexitime?
Yes. For example, you can allow employees to transfer a maximum of 40 hours of flexitime to the next flexitime period.
Must the balance limit be assigned to each employee?
Yes. For the balance limit to apply, it must be assigned to the employees for whom it will be used.
Where do you assign a balance limit to an employee?
Go to Admin - Employee - Employee, open the employee, go to the Time tab, and select the correct value in the Balance limit for flexitime agreement field.
When does the balance limit take effect for the employee?
The balance limit takes effect when the flexitime period is closed, provided that the balance limit has been assigned to the employee.
What should you check before closing the flexitime period?
Check that the correct balance limit has been created, that the rules are correct, and that the balance limit has been assigned to all relevant employees.