Employee attendance plan details
On the Employee Attendance Plan page, the Employee Attendance Plan Lines FastTab display balances as well as employee specific settings related to the plan. The balances are updated when accruals are calculated or when absences are recorded. The settings are defaulted from the plan. If required, the options can be overridden with employee specific settings.
If an employee has balances and history for a particular cause of absence and the plan is changed, Sparkrock Impact reassigns the balances and history to the same cause of absence in the new plan. If that cause of absence code does not exist in the new plan, the historical cause of absence code is kept on the employee's record. This design provides the capability for an employee to view and use the remaining balance. If some transfer is required from an old plan to a new plan, adjustments must be made manually using the absence registration for adjusting the entries. After the balance on a cause of absence becomes zero, the line disappears from the employee's record when the line does not exist in the current plan.
To view and edit attendance plan details
Select Search (Alt+Q)
, enter employees, and then select the related link.The Employees page opens.
Select the employee to which you want to view or edit attendance plan details, and then on the action bar, select Manage > Edit.
The Employee Card page opens.
On the action bar, select Home Attendance Plan.
The Employee Attendance Plan page opens.
View or edit values for fields as required.
(Optional) In Maximum Balance Override, specify a different Maximum Balance for this cause of absence for this employee only. Leave Maximum Balance Override blank to use the attendance plan's Maximum Balance Override if one is set, or otherwise the cause of absence's own Maximum Balance.
The Maximum Balance column displays the limit that currently applies to the employee for this cause of absence.
Transfer cause of absence balances
If required, you can transfer cause of absence balances from one employee attendance plan line to another.
To transfer balances between cause of absences
Select Search (Alt+Q)
, enter employees, and then select the related link.The Employees page opens.
Select the employee to which you want to view or edit attendance plan details, and then on the action bar, select Manage > Edit.
The Employee Card page opens.
On the action bar, select Home Attendance Plan.
The Employee Attendance Plan page opens.
Select the cause of absence record from which you want to transfer a balance, and then on the Employee Attendance Plan Lines FastTab, select Transfer.
The Absence Balance Transfer page opens.
In To Cause of Absence Code, specify the code of the cause of absence to which you want to transfer the balance.
In Effective Date, specify the date of the transfer.
In Description, specify a description.
In Hours to Transfer, specify the amount of the transfer.
Select OK.
Sparkrock Impact transfers balances up to the limit that is defined on the Advanced HR Setup page, in Max. Days to Transfer, and up to the Maximum Balance that applies to the receiving cause of absence.
When the receiving cause of absence can accept only part of the amount requested, Sparkrock Impact transfers up to the limit and displays a message that indicates each limiting factor. When the receiving cause of absence is already at or above its Maximum Balance, Sparkrock Impact transfers nothing and displays a message that indicates the Maximum Balance.
Related information
Absence registration
Set up attendance plans
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