Payroll Post Notes: Create Attendance Plans

Jennifer Maroney — Mon, 02 Mar 2009 19:03:00 GMT

A common question we've been getting lately is how to create an attendance plan, so I thought it would be a good topic to cover. I guess there's no need to beat around the bush so let's get started.

In Configuration, Attendance Plans, click New Attendance Plan.
Enter an ID, description, and select Active for the status.
In the Plan year field, select the starting point for the attendance plan year:
- Calendar — Begins January 1
- Fiscal year — Begins on the first day of your organization’s fiscal year.
- Based on each employee’s start date — Begins on the employee’s first day of employment.
- Based on a specific day — Begins on the date you specify in the Start month and day field.
Select the Attendance and Carryover tab:
Note: You cannot add new attendance types to the Attendance Type column; they must be added in Configuration, Attendance Types. Take a look at Knowledgebase solution BB253460 for the steps.
1. In the Max Carryover Hours per Cycle column, enter the total number of hours an employee can carry over from one year or cycle to the next. Only the remaining positive attendance balance up to the max will carry over from one cycle to the next.
2. In the Max Total Carryover Hours column, enter the maximum number of unused hours an employee may accumulate over all cycles for the attendance type. Think of this like a cap on the total number of hours available at any given time during an employee's tenure.
3. In the Hours Accrued per Cycle column, enter the total number of hours an employee can accrue for the attendance type within the accrual cycle. Refer to the Attendance Accrual section for information about calculating accruals.
4. In the Maximum Available Hours column, enter the maximum balance of hours an employee may have for an attendance type. You can leave this field blank if there is no maximum limit.
Select the Accrual Methods tab:

In the Accrual Cycle column, select Annual to use a single cycle or Month(s) to define multiple cycles:
- If you select Annual, you either need to select the number of cycle months or leave it blank. If you select 12 or leave it blank, the attendance will accrue over a twelve month period. If you select a number less than twelve, attendance accrues over the first part of the attendance year up to and including the defined month.
  For example, if your attendance plan year begins January 1 and you select 6 cycle months, all attendance accrues through June and no additional attendance accrues after June.
- If you select Month(s) - The Cycle Months column is required. Select a number to define the number of cycles contained in the attendance plan year.
  For example, if you select 1, there are twelve cycles per year. If you select 3, there are four cycles per year.
In the Attendance is Earned column, select the method by which attendance is earned:

Daily, Weekly, or Monthly — Attendance is earned by the passage of time
By hours worked — Attendance is earned based on the actual number of hours worked. In the Hours per Cycle column, enter the total number of hours available in a cycle.
By pay period — Attendance is earned based on the number of pay periods in the employee’s schedule
Start of cycle — The total number of hours/days allowed for the cycle is awarded at the beginning of the cycle and is recorded as it is used

Save and close the attendance plan.

You can now add the attendance plans to employees either globally or manually.

Take a look at the Attendance Arithmetic series to see how to manually calculate the different attendance methods. You can find the blogs by clicking the Attendance Arithmetic Tag.

Enjoy your vacations . Talk to you soon!

The Ledger : attendance plan

Payroll Post Notes: Create Attendance Plans