Flexi Balance

Flexi balance is a scheme where an organisation gives its employees the opportunity of flexible working hours and any extra hours worked over expected daily threshold will get accumulated towards flexi balance to which an employee can take time off in lieu.

Under flexi time, there is normally a core period of the day when employees must be at work (eg between 10 am and 4pm), whilst the rest of the working day is "flexi time", in which staff can choose when they work, subject to achieving total daily, weekly or monthly hours.

An employee must work between the basic core hours and has the flexibility to clock in / out between the other hours. An example of a typical flexi time day is below:

• Begin work between 0700 - 1000 (flexitime)
• Must be there between 1000 - 1200 (core time)
• Lunch break between 1200 - 1400 (flexible lunch hour)
• Must be there from 1400 - 1600 (core time)
• Leave between 1600 - 1900 (flexitime)

The hours worked outside these times are credited to flexi balance.

Flexi balance can be set in 2 ways within Synergy Workforce

1. Flexi balance with definable parameters in GUI
2. Flexi balance calculation by SQL script method (complex requirements)

Add Flexi Balance

Go to Menu - Work Rules - Flexi Balance

Click on icon to add Flexi Balance

• By Fixed Rules - Allows defining the simpler rules Pay categories for Bank Hrs (+/-) must be defined first within Menu - Work Rules - Pay Categories
• By SQL Script - Allows defining complex rules

Once setup, assign it to the respective employees by going into Employees Tab

Track Flexi Balance

Go to Menu - Tracking - Track Flexi Balance

Track Flexi Balance screen will only show those employees who has flexi balance rules assigned.

Click on icon against the employee to see the details of flexi balance calculation

• Balance B/F - Displays up to date balance brought forward
• Exp. Hrs - Expected daily hours based on work rule definition
• Total Hrs - Displays Employees total worked hours
• Flexi Hrs - Update the figures in positive or negative based on worked hours
• Balance C/F - Display new balance to carry forward
• Lost Hrs - hours lost if not taken in lieu by end of period and based on flexi rule defined