How to Allocate Absence 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.

Use the following steps to Allocate Credits to Employee Absence Accounts:

          1. Click on Absence Management

          2. Click on Absence Auto Allocation

          3. Select an 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