Creating a tracking year

Create a tracking year to track the leave records and to transfer unused leave hours to the next year.

To create the tracking year:

  1. Select Form > Open > Create New Tracking Year.
  2. Specify this information:
    Tracking Year
    The tracking year that is to be created.
    Year Start Date
    The start date of the new tracking year.
    Carry Forward Option
    The option to transfer the leaves to the next year. Possible values are:
    • Omit Carry Forward: A new tracking year is created but hours are not transferred.
    • Carry Forward Only: Hours are transferred but the tracking year is not created.
    • Include Carry Forward: A tracking year is created and hours are transferred.
    • Attendance Tracking Only: Only used when the Absence Tracking check box is cleared and the Attendance Tracking check box is selected in the Time Off Group Parameters form. When used, a tracking year record with the value set to 0 is created in the Time Off Group field on the Employee Record.
    Employee
    The range of employees for which the tracking year is created.
    Note: If the tracking year is created for all the employees, no value is specified in this field.
    Work Group
    The range of work groups for which the tracking year is created.
    Note: If the tracking year is created for all the work groups, no value is specified in this field.
    Emp Type
    The range of employee types for which the tracking year is created.
    Note: If the tracking year is created for all the employee types, no value is specified in this field.
    Shift
    The range of shifts for which the tracking year is created.
    Note: If the tracking year is created for all the shifts, no value is specified in this field.
    Department
    The range of departments for which the tracking year is created.
    Note: If the tracking year is created for all the departments, no value is specified in this field.
  3. Click Process. The new absence tracking year is created, hours are carried forward, or both, depending upon the selected Carry Forward Option.
    Note: 
    • For employees who have a time off group in the previous year, the employee record is updated with the values defaulted from the previous year time off group.
    • For new employee records or employees that do not have a tracking year in the previous year:
      • Create a new tracking year record with the time off group designation and the effective date which is same as the start date of the current tracking year.
      • Save the employee record, execute the Create New Tracking Year transaction to create available leave balances for the employee.