As Time Off continues to track attendance transactions and accrue time for your employees during the accrual year, you might find it necessary to move an employee from one attendance plan to another during the plan year. An employee's eligibility in a plan is usually the determining factor that requires an employee to move from one plan to another; such as a job promotion or a reduction in hours. This is easily accomplished by changing an employee's attendance plan.
Consider the following example
Jordan Smith receives a job promotion effective September 16. The promotion causes Ms. Smith's personal leave attendance plan to change. According to her seniority level, she now earns more personal leave time than in the old plan.
- The annual plan year set up for the personal leave attendance plan runs from January 1 through December 31.
- Using the Change Plan feature, Time Off can close Ms. Smith's accrual year for the original personal leave plan up to September 15 and enroll her in the new plan.
- You can decide whether or not to carry over accrued time from the old plan to the new plan.
- NowTime Off accrues time according to the new plan from September 16 through December 31, at which time you close the accrual year.
When you change attendance plans,Time Off updates the following information:
- The old plan ID and Description changes to the new plan ID and Description.
- If you chose to carryover into the new plan the time that was accrued in the old plan,Time Off updates the accrued through amount and the accrued through date. If you chose not to carry the time over to the new plan, the accrued amount is determined as of the beginning of the plan year.
- If the new plan was set up with a different plan year,Time Off updates the previous year's close date.
To Change an Employee's Attendance Plan
Note: Changing attendance plans does not apply for a Rolling 12-month FMLA plan.
- From the employee's Attendance Summary page, highlight the plan you want to change and click . The detail page opens for the plan. (You can also change attendance plans for more than one employee by using the Change Attendance Plans process.)
- Click the button. The Change Attendance Plan dialog box opens.
- Enter the date on which you want the change to be effective and click . The New Attendance Plan dialog box opens.
- Click to allocate time to the new plan. Otherwise, click .
- Select the new plan from the list. All plans you set up for the employee’s employer appear in the list.
- Click . If there was time (hours or days) allocated to the old plan,Time Off asks if you want to allocate that time to the new plan.
- Click . The old plan no longer appears in the list and the new plan is added and updated with new information.