Wiki: TR_TO_BE

To Be Balanced (Managed Work Week)#

Time Rule Overview#

The To Be Balanced time rule allows an employee to use excess hours worked on day one to top up the hours for another day. This is also referred to as flexible schedules.

This additional time worked must not count towards daily overtime or affect pay. This rule applies to multiple groups of employees.

How it Works#

Example: An 8 hour per day employee works 10 hours on Monday and works 6 hours on Tuesday.

Monday’s Time Entry

8 Regular Hours
2 Flex Time Worked

Total time worked on Monday: 10 hours on Timesheet
Tuesday’s Time Entry

6 Regular Hours
2 Flex Time Taken

Total time worked on Tuesday: 6 hours on Timesheet
When the Timesheet is transferred to payroll, the 2 Flex Time Taken hours are reflected in Regular Hours, to be paid using pay component set up.

Flex Time Taken and Flex Time Worked are not paid items unless an employee terminates in between the time worked and before the time taken is made up. In this case the employee’s supervisor will need to adjust the employee’s pay.

Examples#

Weekly semi-monthly timesheets. Work rule starts Monday
Submit Time Sheet with work week balance check:
October 2019

Sun	Mon	Tue	Wed	Thu	Fri	Sat
		1	2	3	4	5
6	7	8	9	10	11	12
13	14	15	16	17	18	19
20	21	22	23	24	25	26
27	28	29	30	31

1- 6: on submit balance is enforced and includes 30-September-2019 entries as well
7 -13: on submit balance is enforced
14 -15: on submit balance is not enforced, since it does not contain the end of the work week, so submit happens w/o any check
16- 20: on submit balance is enforced and includes all entries for the 14-20 work week

Logic#

This Time Rule was developed to work with weekly Timesheets that need to do a validation on a work week before submit. It was tested in the context of a weekly Timesheet for semi-monthly payroll

This time rule is developed for hours based Timesheets, that are generated by day with time.
This time rule is developed for semi monthly Pay Periods, with Timesheets that are generated by week
Submit should not allow the employee to submit the Timesheet if the flex work/taken are not zeroed out.

New ACT_SUBMIT_VALIDATE_WORK_WEEK action will look on the Work Rule for the “TO BE BALANCED” Time Rule that will hold the set of time codes that need to be balanced by work week, not necessarily the Timesheet week. So, balance to zero will be enforced only on the Timesheets that have an END DATE equal with the Work Week End Date, with the exception of a terminated employee, where the balance to zero will be enforced on the termination date.

Set Up #

Add the new ACT_SIGN_OFF_WORK_RULE_MESSAGE action to the timesheet screen.
- For example: for the IPTS form, on IMFDH add the ‘Certify’ button
- On FORM LAYOUT tab: Seq# 115, Form Group=CERTIFY WITH MESSAGE, Parent Group=PTS ACTIONS, Layout=ActionLayout, Group Usage=User Defined
- On GROUP ITEMS: Seq# 10, LK Item=PTS.ACT_SIGN_OFF_WORK_RULE_MESSAGE
- On ITEM DETAILS: Prompt=Certify, Form Group=CERTIFY WITH MESSAGE, Physical Item Name=PTS.ACT_SIGN_OFF_WORK_RULE_MESSAGE
On IDTCS: create two time code sets to contain the time codes that need to balance. Example: Worked vs Taken
On IDWR: add TR - TO BE BALANCED, and use the two time code sets defined (Target Time Code Set = Worked and Apply Time Code Set = Taken)
On IDTC:
- For the regular time/flex time taken code, set the Adjust Scheduled Time toggle to ON.
- For the flex time worked code, set the Adjust Scheduled Time toggle to ON.

Requirements/Features#

Works with the new “TO BE BALANCED” time rule. This is a helper time rule that holds the information needed for ACT_SUBMIT_VALIDATE_WORK_WEEK, where the target/apply time code set holds the time code that need to be balanced (Target vs Apply)

Additional Info #

Band: only one band is supported

Frequency predefined as Never

Implementation#

The time rule should be set up in IDWR as shown below.

Cycle	Frequency	Seq	Time Rule Type	Band	From	To	Value	Day	Time Code	Premium	Target Time Code Set	Apply Time Code Set	Action
				No	No	No	No	No	No	No	No	No	Required

Notes #

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