When you close an accrual year for an employee, Time Off posts all absence transactions with a date occurring within the current year and accrues attendance benefits through the last day of the year. The system performs carryover calculations and the new accrual year begins with zero year-to-date totals.
After you close an accrual year, you may discover that you forgot to post an absence transaction or you posted an absence transaction incorrectly during the previous accrual year. Use this task to post the missing or incorrect absence transaction.
To post an absence to a previous year
- Select Time Off > Tasks > Post Absence to Previous Year.
- From the table of employees, select the employee whose absence you want to post, and then click .
- On the Plan tab of he Post Absence Transaction to Previous Year page, select the Plan To Update. The list contains all the attendance plans in which the employee participates.
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Click the Transaction tab:
- Enter the date of the absence transaction.
- Select a Reason. This list is from the Absence Reason code table.
- Enter the number of Hours (or Days) for the absence transaction.
- Enter any comments related to this transaction.
- Click .
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The system reminds you that it will subtract the hours from the current year's carryover hours and asks if you want to continue. If you click , the system should post the transaction to the previous year, the system subtracts the hours you entered from the current year's carryover and calculates a new balance for hours available in the current year.
Notes:
- In some cases, carryover might not change. For example, if at year's end an employee exceeds the maximum yearly carryover by the amount of the absence transaction, carryover remains the same.
- Time Off updates the carryover (up to the maximum yearly carryover) using the following calculation:
hours available at year-end minus the absence transaction