Add Attendance Plans
This process allows you to quickly and easily add attendance
plans to one or more employees. You can add a plan to all employees within
a particular employer or to just one employee.
If the plan you are adding is an anniversary plan, the start
date for all the employees to whom you are adding the plan defaults to
their adjusted seniority date (by which seniority levels are calculated).
If, after you perform the Add Attendance Plans process, you want to change
an employee's start date to a date other than their adjusted seniority
date, delete the plan from the employee, then add the plan to the employee
separately.
To Add an Attendance Plan
- Select Time Off > Processes > Add Attendance Plans. Fill in the appropriate information on the two tabs on this
page: Employee Criteria and Attendance Criteria.
- On the Employee Criteria
tab, select the employer from the Employer drop-down list. If there is
only one employer, that employer is selected as the default employer.
Tip: To select all
employees within the employer, leave the remaining fields blank.
- Use the organization
title drop-down lists to select specific organization levels.
- Use the Changed Since
field to select all employees whose records have changed since a specified
date.
- Determine whether you
want to assign an attendance plan for those employees who have a status
of Active or LOA. Select each box that applies.
- To assign an attendance
plan for specific employees, use the buttons provided to select the employees to include.
Otherwise, leave this box blank.
- You might choose to enter
additional selection criteria in the Custom
Criteria field. From the drop-down list, select the Criteria Table,
the Criteria Builder or the FoxPro Expression Builder.
- You can choose to include
either Exempt or Nonexempt employees. Leave this field blank to select
both Exempt and Nonexempt.
- On the Attendance Criteria
tab, click the All Employee Types box to include employees assigned any
employee type code. To include only employees with a specific employee type code, deselect the All Employee Types box and select an employee
type code from the specific Employee Type drop-down list.
- After you make all of
your selections, you can save them as default settings so Time Off
can use them the next time you close the accrual year. Click the Save
as Default button.
- To use the previously saved default settings,
click Restore Defaults.
- Click OK after you make
all of your selections. The New Attendance Plan dialog box opens.
- Select an attendance
plan from the list.Time Off automatically provides the ID, Type, and Description.
- Click OK. Time Off asks for an effective date to assign the attendance plan. The default
is today’s date.
- Click OK to continue
the process. Time Off asks if you want to assign the plan
to all employees who match your selection criteria.
- Click Yes to continue.
As the process continues, a status bar shows its progress. Time Off
displays the employees’ names as the system enrolls them in the attendance
plan.
- When the process is complete,
each selected employee’s Attendance
Summary page displays the new attendance plan.