Related topics

Setting up attendance plans

Understanding plan years

Understanding calculation methods

Accruing time

Employee's Attendance Summary page

Changing attendance plans during the plan year

Setting up employers for Time Off

Before you set up your attendance plans, you must specify some general information about the plans, such as the units used to track absences.

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:

  1. In Sage HRMS, select the company you want to work with.
  2. Select Setup > Time Off > Attendance Setup.
  3. If you have more than one employer, select the employer in the Employer Selection window, and then click OK.

  4. In the Attendance Setup window, enter information for the following items:

    Items in this window

     

    Item

    Description

    Fiscal Year Start

    If your employer operates on a fiscal year, enter the date on which the fiscal year starts. As the year progresses, employees’ absences accrue and the system updates their absence transaction files. At the end of the fiscal accrual year, Time Off calculates the year-end carryover hours on the same date for each employee and for all plans based on the fiscal year.

    Example: To have the system perform all carryover calculations on June 30 each year, set the Fiscal Year Start to July.

    Note: If plans are based on an annual or anniversary year, you do not have to enter a Fiscal Year Start.

    Absence Units

    Choose either Hours or Days—the unit by which Time Off accrues time. Absence transactions are entered in this same absence unit.

    Decimal Places

    Select from zero to five decimal places for the accrual hours. When the accrual rate is multiplied by the number of hours worked, the resulting calculation is rounded to this number of decimal places.

    Example: An employee works 86.67 hours and the accrual rate is 0.09615, so the hours accrued are 8.3333205. If the number of decimal places is set to 2, the hours accrued are rounded to 8.33 hours.
  5. Click OK.

Note: An employee might have more than one vacation, more than one personal, and more than one illness plan (such as Illness-excused and Illness-unexcused). When the system updates accruals, it only updates the first plan of that type (vacation, personal, or illness) it encounters (whichever is listed first alphabetically).