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Attendance in Sage HRMS

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Description

How does attendance work?

Resolution

    • If you select to calculate service as of the Accrue through Date, the plan accrues to the date entered during the Accrue Time process. For example, if your plan is set up with a Calculation Method of Accrual, and you use the Accrue Time process on 2/12/2014 and enter an Accrue Through Date of 2/12/2014, the plan accrues through to 2/12/2014.

    • If you select to calculate service as of the End of Last Month, the plan accrues to the last day of the prior month when you Accrue Time. For example, if you perform the Accrue Time process on 2/12/2014 and the Accrue through Date entered is 2/12/2014, the plan accrues through to 1/31/2014.

    • If you select to calculate service as of the End of Current Month, the plan accrues to the date entered during the Accrue Time process. For example, if you perform the Accrue Time process on 2/12/2014 and the Accrue Through Date entered is 2/12/2014, the plan accrues through to 2/28/2014.

      NOTE: If you select End of Current Month here, the best practice is to set up the attendance plan with the Calculation Method of Lump Sum and Accrual Period of Month. This way, when you Accrue Time, you can enter the last day of the month to which you want the accruals to calculate and each qualified employee receives the lump of time off as determined by their seniority.

    • If you select to calculate service as of the Previous Plan Year-End, the plan accrues to the last day of the prior year, and the plan doesn’t accrue time in the current plan year. If you close the plan, the accrued amount updates the previous year's carryover time. For example, if you perform the Accrue Time process on 2/12/2014, and your Plan Year is set to Annual, the plan accrues through to 12/31/2013.

  • If you select to calculate service as of the Current Plan Year-End, the plan accrues to the last day of the current year. For example, if you perform the Accrue Time process on 2/12/2014, and your Plan Year is set to Annual, the plan accrues through to 12/31/2014.

    NOTE: If you choose either Previous Plan Year-End or Current Plan Year-End settings for calculating service, it's best practice to always use the Calculation Method of Lump Sum on the Attendance Plan Detail setup (General tab).