Transferring Time Off transactions

You can use Sage 100 Payroll Link to transfer absence transactions from Sage 100 Payroll to Sage HRMS Time Off.

Data to be transferred

During the Update Check Register process in Sage 100 Payroll, the system creates a temporary file to store absence-related information for employees. Information is only stored for earnings that are mapped to an absence reason code in Time Off and that have an earnings type selected when you set up the employer.

When you use the Time Off Transfer process, the information stored in the Payroll file is used to create absence transactions in Time Off.

Fields transferred

The following table lists the fields from Sage 100 that are used to create the Time Off fields for each absence.

Fields with associated absence information

 

Sage 100 Fields (Source)	Time Off Fields
Time Off Date in Payroll Data Entry.	Absence Start Date
Day of Time Off Date determined from the Date Worked.	Absence Day of Week Code
Earnings code in Sage 100 Payroll that maps to the Time Off. absence reason code.	Absence Reason Code
Time Off Hours in Payroll Data Entry.	Absence Hours
Earnings Description for the earnings code used to create the absence transaction.	Absence Comment

To transfer time off data from Sage 100 Payroll to Time Off:

1. In Sage 100 Payroll Link, select the Sage HRMS Employer whose employee time off information you want to transfer.
2. Select Transfer > Time Off. The date of the last transfer is displayed at the bottom of the window.
3. In the Report Options section, select the Audit report check box.
4. To check the Time Off transactions before transferring the data:
   1. Clear the Transfer Time Off check box.
   2. Click Continue.
   3. The Time Off Audit report opens with a list of the time off transactions queued to transfer. Review this information and make any necessary corrections in Sage 100.
5. To perform the transfer:
   1. Select the Transfer Time Off check box.
   2. Click Continue.
   3. A message informs you when the transfer is complete. Click OK.
6. Review the Time Off Audit report after the transfer is complete.

Tip: To view the absence transactions in Sage HRMS Time Off, select Employees > Tasks > View/Edit Employee, select an employee, click Time Off, and then click the Time Off > Absence Transactions tab.