Attendance Plan code tables are more detailed than regular code tables. You can set up an unlimited number of accrual plans at the enterprise level for all your employers or set up plans specific to each employer. However, just as with any other code table, you can add, copy, edit, and delete attendance plans as necessary.
Optionally, Time Off can use rules and data from Sage HRMS Payroll to calculate maximum available hours, maximum carryover hours, and total carryover hours for attendance plans. This approach ensures that Time Off calculations based on hours worked reflect actual hours as recorded in Sage HRMS Payroll. To enable this feature, you must select the Use Payroll Accrual Rules check box when adding attendance plans you wish to map to Sage HRMS Payroll.
Note: If you set up attendance plans at the enterprise level, you must set up absence reason codes at the enterprise level. Likewise, if you set up attendance plans at an employer level, you must set up absence reason codes at the same employer level.
The ability of Time Off to maintain various attendance plans gives you the flexibility to accrue and track time in as many different ways as you require.
To Set Up Attendance Plans
- Select Setup > Time Off > Attendance Plans .
- From the Employer drop-down list, select the enterprise or a specific employer. The page lists all the attendance plans you set up for the enterprise or the employer.
- Add, change, or delete plans as necessary.
- Click .
Note: If you copy an attendance plan, the number of decimal places in the copied plan might be incorrect. For example, a plan set at the Enterprise level is set up with two decimal places. A plan set up for the DEU (or DEC for Canadian sample data) company is set up with five decimal places. Before you copy the plan, you must ensure that the decimal structure of the plan you are copying is the same decimal structure as the plan to which you are copying it. This requires manually adjusting the amounts so that the decimal places are consistent from one plan to the other.
To Set Up an FMLA Attendance
Plan
If you want to track your employees’ FMLA by setting up an FMLA attendance plan, you need to take some extra steps. This is because an FMLA plan year begins when an employee’s FMLA occurrence begins; that is, the start of the plan year is different for each employee on FMLA leave. Follow these steps to set up the plan and track your employees’ FMLA.
- SelectSetup > Time Off > Attendance Plans.
- From the Employer drop-down list, select the enterprise or a specific employer.
- Click Add.
- On the General tab, select FMLA as the Plan Type.
- Enter the remaining information for the plan. Refer to adding attendance plans for details.
- When you are finished entering the information,click to save the plan.
- Enroll the employee in the plan.
- On the employee's HR Status page, record the beginning date of the employee’s FMLA occurrence in the Adjusted Seniority Date field.
- When the employee returns from FMLA, change the Adjusted Seniority Date to the end date of the FMLA occurrence.