Time Off uses the information in Sage HRMS to help you build your attendance tracking system, so you can administer attendance benefits and track employee absences.
After you set up your enterprise, employers, code tables, and security in Sage HRMS , perform the following steps before using Time Off.
Step 1: Set up employers for Time Off
Specify some general information about the plans, such as the units used to track absences and the fiscal year start
Step 2: Set up attendance plans
Set up attendance plans with a type (such as vacation or sick leave), a calculation method, a reason code, and other information required to track time off.
If you have Sage HRMS Payroll, you can configure Time Off to use rules and data from Sage HRMS Payroll (such as time worked) to calculate available hours, maximum carryover hours, and total carryover hours for attendance plans.
Step 3: Enroll employees
Enroll employees into the attendance plans on the employee's Attendance Summary page. Include the year-to-date absence and attendance benefits information, enter the previous year’s carryover units, and modify the information as needed. Time Off provides the procedures and utilities to assist you as you fulfill your employer’s attendance tracking requirements.