Creating balance rules

Specify Currency if a Negative Balance Limit is specified on the Earnings tab.

Usage Service Class

Specify the service class to identify the types of service records that decrement the available hours or earnings balance.

Payout Service Code

Specify a service code to use when hours or earnings are paid out from the balance using Payout Plans. The service code must be associated with a pay code. The pay code is used on the employee time record that is created when the Payout Plans action is run.

For information about defining a pay code, see the Infor HR Talent Setup and Administration Guide.

The service code must not be defined as an event. The service code must not be part of the usage service class.

The pay code that is associated with the payout service code on the Hours tab is used on time records that are created for any Payout Option that includes Hours.

The pay code that is associated with the payout service code on the Earnings tab is used on time records that are created for any Payout Option that includes Earnings only.

Negative Balance Limit

Specify the negative balance limit that a resource's available balance can reach before the negative balance option is used. Specify the limit with a negative sign after the number. For example, 20-. This limit is checked when service records or time off requests are added.

Process Order

Specify the processing order when negative balance limits, a link plan table, or both exists. If this field is blank, the negative balance option is processed. This value is ignored if Negative Balance Option is 3-Do not check balance.

Valid values are:

• Link Plans. Attempt to cover any exceeded limit using amounts from linked plans

  Original Limit. The plan balance can go negative to the amount that is listed in the Negative Balance Limit field

• Link Plans; Original Limit. First attempt to cover the balance using linked plans. If that is not sufficient, then use the negative balance limit from the Originating plan.
• Link Plans; Link Plan Limit. First attempt to cover the balance using linked plans. If that is not sufficient, then use the negative balance limit from the last processed linked plan.
• Original Limit; Link Plans. First the balance can go negative to the original limit. If that is not sufficient, then cover the balance using linked plan balances.

  Original Limit; Link Plans; Link Plan Limit. First the balance can go negative to the original limit. If not covered, then use linked plan balances. Lastly, go negative to the last processed plan link limit.

Link Plan Table

Select the table that contains the absence plans that are linked to the plan. This table is required unless the Process Order field is blank or Original Limit.

The absence plans are added to the table in the order in which they are processed. When a resource's available balance becomes negative and a link plan table exists, the other plan balances are reduced by the usage amount. The reduction occurs in the order in which they are added.

Final Link Plan Option

Select whether the negative balance option from the original absence plan or the linked plan is used when the resource's usage is greater than the available balances from all linked plans.

This is only valid when the last item of the selected process order is Link Plans.

Negative Balance Option

Select whether to show a warning or an error message for negative balances when adding service records, time records, or time off requests.

Valid values are:

• Warning. Provides a warning that the balance was not covered. The user can continue to create the record.
• Error. Provides an error message that the balance was covered. The record cannot be created.
• Do Not Check Balance. Does not perform any balance checking.
• Reclassify as Unpaid Time. Hours tab only. The amount exceeding the limit is reclassified as unpaid time.
• Reduce to Plan Balance. Earnings tab only. Reduces the balance to what is available or to the specified limit.

  The remaining amount can be covered by linked plans.

Unpaid Service Code

Select the service code to use to record unpaid time when a resource's available plan balance is reduced to zero or a negative balance. The service code must be associated with a pay code. The Calculation Type for the associated pay code must be Do Not Calculate or Hours Only. The pay code is used on the employee time record that is created when the payout transaction is created.

This field is available on the Hours tab and only if the Negative Balance Option value is Reclassify As Unpaid Time.

Note: Unpaid time records created using Pay Codes with the Calculation Type of Do Not Calculate may include amounts. Unpaid time records created using Pay Codes with the Calculation Type of Hours Only will not include amounts.

Resource and Manager Limit Edit

Select whether to issue a warning or an edit when a time off request, an event time record, or a service record will cause the Hours Per Limit Year to be exceeded. This field is required if a Usage Service Class and an Hours Limit Per Year are specified.

(Administrator) Limit Edit

Select whether to issue a warning or an edit to the administrator when a time off request, event time record, or a service record will cause the Hours Per Limit Year to be exceeded. Required if a Usage Service Class and an Hours Limit Per Year are specified.

Hours Limit Per Year

Specify the hours limit per year. The year is determined by the Limit Reset Point on the Resource Plan.