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:
- Select Form > Open > Create New Tracking Year.
- 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
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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.
- 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.