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⚙️In what order are events, balance caps/floors, and fixed balance adjustments that affect the same balances run?

In HRM Time, there is a defined sequence for how events, balance caps/floors, and fixed balance adjustments are run, which is important if they affect the same balances. The order is as follows:

  1. Fixed balance adjustments are run first.

  2. Events are run next.

  3. Balance caps/floors are run last.

Important
 By fixed balance adjustments we mean everything set up in the view Fixed balance adjustments.
 By balance caps/floors we mean what is configured under the button Balance caps/floors within Time reports, Time groups or Employees.


Example
Toimaginethat you have an event that adds earned ATF (shortening of working hours) each month, and in addition a fixed balance adjustment that limits the ATF balance to a maximum of 100 hours at the end of December.

In December you earn 5.2 hours ATF. Both the earning and the adjustment should take place on 31 December.

Since the fixed balance adjustment is run first, your outgoing balance will be 105.2 hours instead of 100 (if you were above the cap). If you instead want the balance to be a maximum of 100 hours at the turn of the year, it is better to set the fixed balance adjustment to be executed at the beginning of January.

 

Related articles
How do fixed balance adjustments work?
Balance caps/floors – How do you set limits for balance values?
How do you use Events in HRM Time?

 

Please note: This article is AI-translated. This means that linguistic errors or misunderstandings may occur.