Time Off Tasks and Processes > Post Transactions to Summary

Post Transactions to Summary

The Post Transactions to Summary process causes Time Off to:

Reset to zero the year-to-date time taken.
Reapply all absence transactions.
Recalculate time available for all employees in the enterprise.

The attendance information in each employee's Attendance Summary page is updated accordingly.

Use this process if, for example, you are tracking your employees’ absence transactions on another computer system and you want to input these transactions into Time Off. For more information about importing data using Sage HRMS Link, see Importing and Exporting ASCII Files.

It is not necessary to enter each transaction for each employee one at a time. Rather, you can import them using Sage HRMS Link and then use the Post Transactions to Summary process to reset all employees’ year-to-date taken amounts to zero and reapply all absence transactions.

To Post Transactions to Summary

Select Time Off > Processes > Post Transactions to Summary.
As the process continues, a status bar shows its progress. Time Off displays the employees’ names as the system posts the transactions for all employees in the enterprise.

Note: When you run this process, Time Off only includes those attendance records that contain transaction dates falling within the current plan year for each specific plan.