Set up monthly absence accrual for attendance plans

To have Sparkrock Impact accrue a cause of absence on a calendar-month schedule, you must perform some setup.

The following list describes the high level setup steps:

1. On the respective Cause of Absence Card page, ensure that Calculation Basis is set to Unit Based.

2. On the Cause of Absence Card page, set Calculate Accrual to Calculate Monthly Accrual, and then specify a value for Monthly Accrual Timing.

3. On the Attendance Plan page, ensure that Start Month and Start Day are correct.

4. On the Attendance Plan Lines FastTab, on the row of the cause of absence code, specify values for Unit of Measure, Prorated by FTE, and Accrual Units as required.

To set up a cause of absence for monthly accrual

1. Select Search (Alt+Q) , enter causes of absence, and then select the related link.

   The Causes of Absence page opens.

2. Select the cause of absence for which you want Sparkrock Impact to accrue monthly, and then on the action bar, select Edit.

   The Cause of Absence Card page opens.

3. On the Accruals FastTab, in Calculation Basis, ensure that Unit Based is specified.

   Monthly accrual requires a cause of absence where Calculation Basis is set to Unit Based. A cause of absence where Calculation Basis is set to Percentage Based cannot use monthly accrual.

4. In Calculate Accrual, specify Calculate Monthly Accrual.

   If the cause of absence already has posted accruals, Sparkrock Impact displays a warning naming the worksheet that you are leaving and the one that you are joining.

5. In Monthly Accrual Timing, specify Start of Month or End of Month.

   This value sets the accrual date that the monthly worksheet and the balance projection both use. End of Month credits employees on the last day of the month, and Start of Month credits employees on the first day of the month.

6. In Accrual Type, specify Fixed Amount or Years of Service.

7. Specify values for other fields as required.

To set up the attendance plan for monthly accrual

1. Select Search (Alt+Q) , enter attendance plans, and then select the related link.

   The Attendance Plans page opens.

2. Select the attendance plan for which you want to set up monthly accrual, and then on the action bar, select Edit.

   The Attendance Plan page opens.

3. On the General FastTab, in the Attendance Year section, ensure that the Start Month and Start Day are correct.

   Sparkrock Impact uses these values to resolve the accrual year for the plan. Without them, the plan produces no monthly accrual lines.

4. On the Attendance Plan Lines FastTab, on the row of the cause of absence code, perform the following steps:

   1. In Unit of Measure, specify a value.

   2. To scale the monthly amount by the employee's FTE, select Prorated by FTE.

   3. If Accrual Type is Fixed Amount, in Accrual Units, specify the yearly amount.

   4. If Accrual Type is Years of Service, set up years-of-service thresholds instead. Learn more in Set up attendance plan accruals.

Related information

Monthly absence accrual for attendance plans
Set up attendance plan accruals
Set up causes of absence
Set up attendance plans

Feedback

To send feedback about this page, select the following link:

feedback-product-docs@sparkrock.com