How to Allocate Earned Leaves Credits to Employee's Accounts

This background process allocates Absence credits to Employee Absence Accounts. All active employees who are members of the selected absence group will be credited the appropriate number of credits for each chosen absence unless they have an override as indicated on their ‘Accounts and Individual Calendars’ screen. The number of credits allocated is determined according to the allocation parameters of the absence group as well as certain employee parameters such as Credit Loss Per Day, Start Date for Vacation, from the Board level Absence screens.

**Earned Leaves:**

•Assumption is that employees are eligible for the credit even if they move positions or go on leave, so they should still be allocated.  Terminated employees will show on the Zero Credits report.  The rest of the allocation process remains the same.

•It is recommended that the Year End Process is not run for these Absence Accounts, as credits will just be added each year when the process is run until the maximum number of credits is reached.

•Employee Absence Accounts get updated, and these new credits are available to be used as part of the existing absence module.

Use the following steps to Allocate Earned Leaves Credits to Employee's Accounts:

          1. Click on Absence Management

          2. Click on Absence Auto Allocation

          3. Select a Absence Group that requires credit allocation

          4. Select a Years of Service (YS) Calculation Date value (if applicable) (Consult the user guides for more information about each field)

          5. Select a Submit Update or Submit Trial value

                    Selecting 'Trial' mode will generate a test document of all updated records when submitted, but will not actually update the records within the database until submitted in 'Update' Mode.

          6. Click on the Submit button to allocate credits