Assigning employee attendance plans

Use the Add Attendance Plans process to quickly add attendance plans to more than one employee at once. You can add a plan to all employees within an employer, within a specific organization, or specific employees.

Note: If the plan you are adding is an anniversary plan, the start date for all the employees to whom you are adding the plan defaults to their adjusted seniority date (by which seniority levels are calculated). If, after you perform the Add Attendance Plans process, you want to change an employee's start date to a date other than their adjusted seniority date, delete the plan from the employee, then add the plan to the employee separately.

To assign attendance plans to employees

  1. Select Time Off > Processes > Add Attendance Plans.

  2. On the Employee Criteria tab of the Assign Attendance Plans page:

    • Select the Employer. If there is only one employer, that employer is automatically selected.

      Tip: To select all employees within the employer, leave the remaining items blank.

    • To assign plans to employees in a specific organization, select the organization in the relevant drop-down list.
    • To assign plans to employees whose information changed since a specified date, enter the date for Changed Since.
    • To assign plans to employees who have a status of Active and/or LOA, select or clear the check boxes.
    • To assign plans to specific employees, use the buttons to select the employees to include.
    • To assign plans to employees based on your own selection criteria, select the Criteria Table, the Criteria Builder, or the FoxPro Expression Builder from the Custom Criteria list.
    • To assign plans to employees who are either Exempt or Nonexempt, make a selection in the Exempt list. Leave this item blank to select both.

  3. Click the Attendance Criteria tab and either:

    • Select the All Employee Types check box to include employees of any employee type.
    • Clear the All Employee Types check box and select an employee type for Specific Employee Type to only include employees with that employee type (such as Regular Full Time or Trainee).
  4. If you want to save your selections as the default so Time Off can use them the next time you assign plans, click Save as Default. To use the previously saved default settings, click Restore Defaults.
  5. To continue the Add Attendance Plans process, click OK.

  6. In the New Attendance Plan window:

    1. For Plan, select an attendance plan from the list. Time Off automatically displays the ID, Type, and Description of that plan.
    2. Click OK.

  7. In the Assign Attendance Plan window:

    1. Specify the effective date for the attendance plan. The default is today’s date.
    2. Click OK.
  8. Time Off displays a message stating the number of employees selected and the number of number of employees already assigned to this plan. Click Yes to assign the plan to the relevant employees.

The Add Attendance Plans process starts. A status bar shows its progress.

When the process is complete, each selected employee’s Attendance Summary page will include the new attendance plan.