If you have Sage HRMS Payroll, you can choose to use rules and data from Payroll to calculate Time Off accruals as well as determine the maximum available hours, maximum carryover hours, and total carryover hours. This approach ensures that any Sage HRMS calculations that are based on hours worked use the actual hours recorded in payroll.
When you process time off in Payroll
- For each payment assigned to a payroll accrual code, Sage HRMS Payroll posts an absence transaction in Time Off based on time recorded in Sage HRMS Payroll. No time is accrued directly in Time Off for these payments.
- All employees in the payroll run are accrued in Sage HRMS, just as they are when you run the Accrue Time process in Time Off (Time Off > Processes >Accrue Time). Attendance plans set up with the Use Payroll Accrual Rules check box selected will not accrue.
Before you start
Complete all of the following:
- In Sage HRMS, add attendance plans and tie them to payroll accrual codes, and then assign attendance plans to employees.
- Set up timesheets with payments for the attendance plans in Payroll.
- Set up hours-worked plans so the balances can be fed back to Time Off.
- Calculate payroll.
Processing time off in Payroll
The Accrue Time process is required to update your employees' paid time off accruals.
- Select Payroll > Tasks > Process Payroll > Process Time Off.
- Enter the date through which time will be processed. This date will usually be the period end date for the payroll, but can be another date. Only payrolls and attendance up to the selected date will be accrued.
- After processing time off, you can print and post paychecks. During the check printing process, attendance balances are copied from Time Off. The balances are displayed on the check and published in the Pay History in Sage Employee Self Service.