How to Re-Calculate & Allocate Absence Credits for Employee's Who Began Later in the Year

This background process allocates Absence credits to Employee Absence Accounts. The employees selected to be Reallocated depends on the setting of the Re-Allocate Credits for all (?) flags.  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, and Start Date for Vacation, from the Board level Absence screens.

Credits are allocated for the full allocation period based on the position start and end dates and last allocation date and next allocation date.

Use the following steps to Re-Calculate & Allocate Absence Credits For Employee's Who Began Later in the Year:

          1. Click on Absence Management

          2. Click on Absence Allocation-Reconciliation

          3. Select an Absence Group that requires credit re-allocation

          4. Select a Re-Allocate credits for all? 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