Set Up Employers for Time Off

Before you set up your attendance plans, you must define some general information about the plan.

First, if your employer uses a fiscal year plan, you must define the start of the fiscal year. As the year progresses, employees’ absences accrue and the system updates their absence transaction files. At the close of the fiscal accrual year, Time Off calculates the year-end carryover hours and resets all year-to-date totals to zero.

In addition, you must set up the absence units your employer uses to track time. Most employers track absences in terms of hours. This manual supports this basic assumption. However, your employer might want to track absences in terms of days.

Note: You must provide this setup information for each employer, even if you set up your attendance plans for the enterprise. If you set up an attendance plan at the enterprise level, the setup information must be the same for all employers in the enterprise.

To Set Up an Employer for Time Off

Log on to Sage HRMS and select the company you want to work with.
Select Setup > Time Off > Attendance Setup. If you have more than one employer set up, the Employer Selection dialog box opens.
Double-click the employer to open the Attendance Setup dialog box.
If your employer operates on a fiscal year, enter the date on which the fiscal year starts. At the end of the fiscal year, Time Off performs year-end carryover calculations on the same date for each employee and for all plans based on the fiscal year. For example, if you want the system to perform all carryover calculations on June 30 each year, set the Fiscal Year Start to July

If you set up a plan based on an annual or anniversary year, you do not have to enter a Fiscal Year Start.

Choose the Absence Units, either Hours or Days, by which Time Off accrues time. You enter absence transactions in this same type of absence unit.
Select from zero to five Decimal Places for the accrual hours. When the accrual rate is multiplied times the number of hours worked, the resulting calculation is rounded to this number of decimal places. For example if an employee works 86.67 hours and the accrual rate is 0.09615, the hours accrued are 8.3333205. If the number of decimal places was set to 2, the hours accrued are rounded to 8.33 hours.

Note: An employee might have more than one vacation, more than one personal or more than one illness plan (for example, an employee has two illness plans: Illness-excused and Illness-unexcused). In this case, when the system updates accruals, it only updates the first vacation, the first personal, and the first illness plan it encounters. In our example, it would update only Illness-excused because that plan is listed alphabetically before Illness-unexcused.

Click OK when you have completed your setup.