Customer Support Guide - Sage Business Cloud … › wp-content › uploads › 2017 › 02 ›...

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Customer Support Guide Creating Absence Accruals Automatically

Transcript of Customer Support Guide - Sage Business Cloud … › wp-content › uploads › 2017 › 02 ›...

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Customer Support Guide Creating Absence Accruals Automatically

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Contents Purpose ..................................................................................................................... 2 Rationale ................................................................................................................... 2 Create the Absence Accrual ...................................................................................... 3 Error checking ........................................................................................................... 7 Related Documentation ............................................................................................. 8

Package Version Date HCM 16.09 02/12/2016 19.4 23/05/2017

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Purpose This guide explains how to automatically create an absence accrual for all Team Members assigned to an Absence Accrual Pattern at a specific date, enabling accrued values up to that date to be preserved and not recalculated from the start of each record. For detailed information on Absences please refer to the HCM Configuration guide which can be found in Sage Business Cloud People Support.

Rationale This is typically used before a change to an Absence Accrual Rule or Seniority, avoiding the need to set Team Member values individually. For example, changing carry over to expire after 6 months instead of 12 months for all employees, with effect from the first of January this year. Absence records up to the end of last year are preserved, and continue to show carry over values and deductions against carry over as they occurred in the past. Another example would be reducing contractual hours and pro rata vacation entitlement from 100% to 80% for a group of Team Members assigned to a specific Absence Accrual Pattern, from a given date. Vacation accrual rates and associated absence records before the change date are preserved at full value. The accrual rate and earned vacation entitlement is reduced by one fifth (20%) from the effective date.

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Create the Absence Accrual ** Please note to be included, Team Members must have active employment records and not be designated as has left.

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** Note: If you have configured multiple carry over periods (see the Sage Business Cloud People Victoria Release Guide), the Create Absence Accrual for Team Members page includes an additional Carry Over section;

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Error checking

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Related Documentation Victoria Release Guide