Creating new tracking year
- Select . The Create New Tracking Year form is displayed.
- Specify this information:
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Tracking Year
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The tracking year to create.
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Year Start Date
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The date on when the new tracking year begins.
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Carry Forward Option
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The option to carry forward unused absence hours. Possible values:
- Omit Carry Forward: A new tracking year is created, however hours are not carried forward.
- Carry Forward Only: Hours are carried forward, however a new tracking year is not created.
- Include Carry Forward: A new tracking year is created and hours are carried forward.
- Attendance Tracking Only: Only used when Absence Tracking is set to off and Attendance Tracking is set to on, and using Tracking Year for a measurement period. When used, a new tracking year record with a null value in the Time Off Group field is created on the Employee Record.
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Employee
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The first and last employees in the range for which you are creating a new tracking year. Optionally, leave blank to create a new tracking year for all employees.
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Work Group
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The first and last work group in the range for which you are creating a new tracking year. Optionally, leave blank to create a new tracking year for all work groups.
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Emp Type
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The first and last employee type in the range for which you are creating a new tracking year. Optionally, leave blank to create a new tracking year for all employee types.
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Shift
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The first and last shift in the range for which you are creating a new tracking year. Optionally, leave blank to create a new tracking year for all shifts.
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Department
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The first and last department in the range for which you are creating a new tracking year. Optionally, leave blank to create a new tracking year for all departments.
- Click Process. The new absence tracking year is created, hours are carried forward, or both, depending upon the selected Carry Forward Option.