About Attendance Summary

An employee’s Attendance Summary page shows all plans in which the employee is enrolled. Each plan details time taken, time carried over from previous accrual years and time available. The seniority start date for each plan determines plan seniority and accrued time.

The Attendance Summary page works in conjunction with the employee’s Absence Transactions. That is, each time you add, delete, or modify an absence transaction, the system posts your changes and updates the Attendance Summary page.

Note: ForSage HRMS Payroll users, Sage HRMS can draw data fromSage HRMS Payroll to calculate Time Off accruals. You map Attendance Plans to accrual codes when you Add Attendance Plans. For any plan mapped toSage HRMS Payroll, all fields on the General tab of the Attendance Summary are disabled, except for Plan Type and Payroll Accrual, and the Seniority Levels tab is disabled.

The top of the page displays employee information and the remainder of the page displays summary information about the plans in which the employee is enrolled. If you set your absence units to hours during Time Off Setup, time is shown in hours. If you set your absence units to days, time is shown in days.

Edit, Delete, and Enroll Employees

Attendance Summary Tabs

Accrual Summary Tab

Field Label	Field Description
Start Date	The start date is used to determine seniority for the attendance plan. The system uses this date to calculate seniority level for accrual for all plan types except Rolling 12-month FMLA. The date defaults to the Adjusted Seniority Date entered on the employee’s HR Status page, however, you can modify it as necessary. The Adjusted Start Date on the HR Status page is based on the Start Date. If you modify the Start Date, a message asks: The employee's HR Adjusted Seniority is <Old Date>. Would you like to change it to <New Date>? Click Yes to change the Adjusted Seniority Date (on the HR Status tab) to the new Start Date (on Attendance Summary Detail). Click No to change the Start Date on the Attendance Summary Detail page only. The adjacent field is the length of employment and is determined by the Start Date for this plan. If this is an Anniversary plan year, the Start Date determines the start of the plan year, year-end eligibility date, and the carryover date. Note: When you add a Rolling 12-month FMLA plan, it does not use seniority dates. Instead, the system calculates the amount of time available (eligibility) based on the number of hours the employee worked in the previous 365 or 366 (leap year) days.
Use	Select the date to start calculating the employee's length of service for the plan. Select from Original Hire Date, Last Hire Date, Adjusted Seniority Date, or Vacation Service Date.
Calculate Service as of	Select the date to end calculating the employee's length of service for this plan. The system uses the length of service to determine which seniority level to use for accruing time.
Threshold Value	The threshold value is the maximum number of absence points the employee can accumulate before passing the threshold. When you initially add an employee to the plan, this defaults to the threshold value set up for this attendance plan. For more information about absence points and threshold value, refer to Define the Point System.
Previous Year Carryover	The total amount of time (hours or days) carried over from the previous year. This was the available balance on the day of the year end close. The Previous Year Carryover date is the effective date for carrying over the unused time from previous years or from the close date that resulted in the carryover. The system updates this date anytime you perform the Close Accrual Year process. Notes: The Accrual Breakdown tab contains detailed information of this accrual figure. Time Accrued does not apply for the Rolling 12-month FMLA plan.
Accrued	Total time accrued (hours or days) for the employee in this attendance plan. The time was accrued through (up to and including) the date shown next to the Accrued field. Note: The Accrual Breakdown tab contains detailed information of this accrual figure.
Eligibility	Available only for a Rolling 12-month FMLA plan. For a 12-month FMLA plan, this is the amount of time the employee is eligible to take for the leave. When the employee is first enrolled in the plan, the system uses one of two calculation methods (when absence units = hours or when absence units = days) to determine the amount of time. If the employee's eligibility ever changes from this initial calculated eligibility, you must manually enter the new amount as the system will not automatically update it. Calculation details The system calculates the leave time (eligibility) only when the plan is added to the employee the first time, although you can change it at any time. The calculation is as follows. When Attendance Setup Absence Units = Hours Accrued = (pe.p_normunit * V) / 52 * 12 Pe.p_normunit is the hours/units from the Sage HRMS Current Page. V is the value associated with the pay frequency (W = 52, B = 26, S = 24, M = 12). This formula converts the hours/units to an annual amount (2080), divides this amount by 52 (weeks in the year), and multiplies the quotient by 12 (FMLA weeks) to derive the number of hours available for the employee's FMLA (eligibility). When Attendance Setup Absence Units = Days Accrued = 60 This assumes a workweek is defined as five days.
Time Taken	Total number of hours or days the employee has taken for this plan in the current accrual year. This field combines all transactions for the current plan year that have an associated absence reason code. If the plan is a Rolling 12-month FMLA plan, this is time taken in the last 365 days using the accrued date for the plan. Any absence transactions that are associated with the selected plan and are dated within the last 365 days in relation to the accrued date, are included as taken.
Time Available	The total number of hours or days available for the employee to use. For most plan types, Time Available is calculated as previous year carryover hours + accrued time - time taken. For a Rolling 12-month FMLA plan, Time Available is calculated as eligibility - time taken.
Year-End Eligibility	The total number of hours or days that will accrue for the current accrual year for the selected plan. This is the same as if you had asked to accrue to year end. The Year-End Eligibility date is the last day in this plan’s accrual year. If the plan year is annual, the date is 12/31. If the plan year is fiscal, this is the end of the fiscal year. If the plan year is anniversary, this is the day before the employee’s next anniversary. Notes: If an employee changes from one seniority level to another during his/her accrual year, the earned time at each level is accrued at the appropriate rate. Year-End Eligibility does not apply for the Rolling 12-month FMLA plan.
Suspend Accrual	Select this check box to stop accruing for this employee for the selected plan. You will be prompted to enter the date on which you want benefits to stop accruing. The system accrues time through this date. When you want to start accruing again, clear the check box; you will be prompted to enter the date accruals resume. Suspend Accrual does not apply for the Rolling 12-month FMLA plan.
Payroll Accrual	The Payroll Accrual Code to which this selected Attendance Plan has been assigned; see Add Attendance Plans.
G/L Distribution	The G/L Distribution Code for Accruals from this plan. The default value is "None." If a value appears in the Payroll Accrual field above, an entry other than None is required.
Effective	The effective dates of the plan. Choosing start and stop effective dates prevents duplicate transactions when an employee has been assigned to two time-off plans and uses the same reason code for both. The default effective start date is the plan start date. The default stop date is 12/31/2099.

Accrual Breakdown Tab

The last two fields (on the Accrual Breakdown tab) show a breakdown of the total time accrued for the employee and the date through which the time accrued. The system automatically updates these amounts and dates in specific situations (explained in the following table). When the system updates these fields, you cannot adjust the amounts or dates or accrue to a date previous to these dates without first resetting your accrual year. However, you may continue to accrue for dates after the process.

Field Label	Field Description
Maximum Yearly Carryover	The maximum additional number of hours that can be carried into the next plan year, not counting the previous year’s carryover. You set this up when you set up the attendance plan. Note: The Maximum Yearly Carryoverdoes not apply for the Rolling 12-month FMLA plan.
Maximum Total Carryover	The maximum number of hours an employee can carry into the next plan year. You set this up when you set up the attendance plan. Note: Maximum Total Carryover does not apply for the Rolling 12-month FMLA plan.
Accrued Since Last Close	Show a breakdown of the total time accrued for the employee since the last close date. Note: Accrued Since Last Close does not apply for the Rolling 12-month FMLA plan.
Accrued Since Last Close Date	Shows the last accrual date. Sage HRMS updates this date when you perform the Accrue Time process, or when you Accrue Time for a single employee from the Attendance Summary page. Accrued Since Last Close Date does not apply for the Rolling 12-month FMLA plan.