When using flextime, you need to set a Start Date and Initial Hours when the flextime account starts to run and calculate against the plan.
As an Admin, you are able to modify the Flex Time Account Start date (when it’s zero).
Note: You are able to change the settings only if the staff uses the Flex Time Model.
If a user has no Inital Date and no Inital Hours, then we use the first Clock-in Date as the Inital Date and the Inital Hour is 0:00.
If a user has an Inital Date but no Inital Hour, we start the Flextime Account on the Inital Date, at 0:00.
If a user has both an Inital Time AND an Inital Hour, then we start this Flextime Account on the Inital Date, on the Inital Hour.
a) If you hire a new user, you just set the date to the Start Date of the user, without any hours. If a new employee is hired in July but starts working on the 1st of September, you use the 1st of September as a start point and 0h, since they don’t have any flextime accumulated.
b) A company joins zistemo and the admin wants to start on the 20th of August. User A has then + 12:32 and User B -4:47. The Start Point is 20th August and the admin has to insert on the Staff Page the Initial Hours.
To set up the flextime settings go to: ‘Contacts’ -> ‘Staff’ -> Click on your staff member:
Scroll down to ‘Staff Details’ and go to ‘Advanced Settings’:
If you wish to change the date, just click on it and choose your preferred one:
Enter here the Initial Hours, if needed, for your staff member and that’s it.
You can also find the Flex-Time Settings on the Staff Page. Here you have the ability to reset the flex time balance of the current staff member. You can also make corrections if your team-member has over- or downtime according to working hours.
Here you can set up the starting of the flex time account for the current staff-member you chose.
If the flex time balance of the current member has “negative” value, then we propose these options:
‘compensate downtime with vacation’ and ‘corrections to the current flex time hours’.
Note: The default value of the hours of a vacation day are taken from your personal day (Settings/Preferences) but you can customize it for this function when you wish.
BUT If the flex time balance of the current member has “positive” value then we propose the following options:
‘payout overtime’, ‘corrections to the current flex time hours’ and ‘turn overtime into vacation’.
You can see this option and select available proposals according to the value of flex time balance of the current member. You can see the flex time balance in the Attendance Report.