Attendance and Accruals Setup

Related Topics

Automating the accrual of benefit hours through payroll and including attendance tracking from paid time-off (PTO) requires establishing links between payroll-related codes.

Absence-related codes tables, Attendance Types and Attendance Codes, are used for manually entering attendance records and tracking absences through payroll.
Automate Absence Tracking. To automate attendance tracking for Human Resources, select the Attendance Code on the Earnings Code for charged time-off, such as PTO, vacation, or sick time.

Results: When earnings for paid time-off are linked to specific Attendance Codes, final payroll posting creates absence records for employees paid for time-off during the pay period. The absence record in the Employee Attendance Detail can be edited to as needed.

Automate Benefit Hours. Where the paid-time off is tracked as a benefit, continue setup on the Benefit Code for PTO by selecting the Earnings Code, marking the checkbox for accruals, and selecting an hours accrual code.

For the availability of new Code records for selection on subsequent steps, verify and add codes on Validation Tables in the following order.

Setup Attendance Tracking and Hours Accrual

Step	Validation Table	What it Enables
1	Attendance Types Codes	Human Resource attendance tracking
2	Attendance Codes	Human Resource attendance tracking Allows the system's payroll engine to associate attendance with an earnings code for can be linked to a Benefit Code.
3	Benefit Hours Accrual Codes	Hours to accrue and balances to update automatically Optionally, printing on checks
4	Earnings Codes	Reducing balances and paying time off Optionally, printing on checks
5	Benefit Codes	Making the paid time-off a benefit and allowing additional reporting

Business Scenario

Whenever a company has benefit plans based on months of service, accrued by hours worked, such as Vacation, Sick Pay, and other Paid Time Off plans, attendance tracking can be set up to update accruals and create history records each time payroll processing occurs, providing employees with current account balances and managers with strategic staffing information.

Employee absences can be tracked manually on the Employee Attendance Detail screen or automatically created when hours are charged against an Earnings code that is associated with an Attendance code. Attendance information then can be reported in an Attendance Report.