Employees are registered with different types of balances, for example flexible hours or payroll statistics. You can recalculate these balances and, in some cases, make adjustments or set up an opening balance.

Flexible hours

For employees who work flexible hours, it may be necessary to adjust the balance of flexible hours; in the process of implementing shop floor control it is often relevant to enter an opening balance if such a balance exists in a previously used system.

Open a flex balance

  1. Click > > .

  2. Select the employee.

  3. Click and then click .

  4. Enter the opening flex balance for the employee.

  5. Click .

Note Note

If you select the box before you click , the flex balance will be recalculated.
Tip Tip

If you are setting up the opening balance for several employees, we recommend that you recalculate the balance of all employees afterwards instead of recalculating every employee balance individually. This will save you time.

Adjust a flex balance

  1. Click > > .

  2. Select the employee.

  3. Click and then click .

  4. Select the flex registration to correct.

  5. Click .

  6. Press CTRL+N to create a correction.

  7. In the form on the tab, enter a description and a value in the box.

Note Note

To make corrections to the employee's pay in addition to the flex balance, you can select a pay type in the list and a quantity in the list.

Recalculate a flex balance

  1. Click > > > .

  2. Click .

  3. Select which employees you want to recalculate flex balances for and click .

Statistical payroll balance

Statistical payroll balances can be adjusted and recalculated.

Adjust for several employees

  1. Click > > > .

  2. Make your selections and click OK.

Note Note

There must be a record for the day you select for adjustment.

The adjustment methods are:

  • - The adjustment added to the opening balance of the period will equal the quantity in the box. Value =Opening balance + adjustment.

  • - Adjusts the balance for the selected pay type to the quantity in the box. Value = New balance.

  • - Adjusts the record on the selected date with the quantity entered in the . Value =Adjustment.

Adjust balance for a specific employee

  1. Click > > .

  2. Select the employee.

  3. Click and then click .

  4. Select the registration to correct.

  5. Click .

  6. Enter the adjustment and click OK.

Recalculate statistical payroll balance

  1. Click > > > .

  2. Select which employees to recalculate balances for and click OK.

Recalculate count unit balance

  1. Select > > > .

  2. Click OK.

  3. Select which employees to recalculate balances for and click OK.

See Also