Time Off Setup Checklist
Time Off uses
the records in Sage HRMS to help you build your attendance tracking system
so you can administer attendance benefits and track employee absences.
After you set up your enterprise, employers, code tables,
and security in Sage HRMS, you are ready to provide Time Off with the basic information necessary to start tracking and accruing employee
absences and benefits.
You must complete several steps before you begin using Time Off.
Steps to Set Up Time Off
- Set up the enterprise. Consider the enterprise as the parent company of
your organization. The enterprise contains the standards for your system. You can insert a logo and specify organization titles as you set up the
enterprise.
- Set up the audit trail for the enterprise. The Audit Trail gives you the
ability to track changes made to the system databases. You can select
the database files and fields to audit as well as choose to enable or disable the audit.
- Add
employers. Before you can set up an employer, you must add an employer
to the system. You enter its name and address as you want them to appear
on reports. You can also define the way your employer pays most of its employees, including frequency and units.
After adding your employer, you can begin setting
up the employer and your code tables. You must first set up your employer
and codes in Sage HRMS.
- Set up an employer for Time Off. For each Sage HRMS product you
are using (Sage HRMS and Time Off), you must define unique parameters for each employer
you add to your system.
- Set up code tables. Your system uses codes to manage and store information
in files. These codes provide abbreviated and standard references to specific information. This step enables you to modify or add to those codes as you customize the system to the way you do business.
- Set up security. After setting up your employers and code tables, you
are ready to set up security. The system provides an extensive, flexible,
and easy-to-use security system to help you protect your data. During
this final step in the setup procedure, you establish security limits
and privileges for all system users. The security system breaks out functions
by product, employer, activity, task, and step. When you set up security,
you assemble users in security groups and establish passwords for each
user.
- Set up attendance plans. Attendance plans define types (vacation, sick leave, etc.), calculation methods, and other information required to track time off. Optionally, you can configure Time Off to use rules and data from Sage HRMS Payroll to calculate maximum available hours, maximum carryover hours, and total carryover hours. This approach ensures that Time Off calculations based on hours worked reflect actual hours as recorded in Sage HRMS Payroll.
After you complete the preceding steps, you are ready to
enroll
employees into attendance plans. Use the Attendance
Summary page to enroll each employee in an attendance plan, include
year-to-date absence and attendance benefits information, enter the previous
year’s carryover units and modify the information as needed. Time Off provides the procedures and utilities to assist you as you fulfill your
employer’s attendance tracking requirements.