Creating the tracking year

Create the tracking year to track absence records and, to transfer unused absence 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 to be created.

Year Start Date

The start date of the tracking year.

Carry Forward Option
The option to transfer the leaves to the next year. Possible values are:
- Omit Carry Forward: The 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: The 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.
Employee

The first and last employees in the range for which the tracking year is created.
Note: If the tracking is created for all the employees, no value is specified in this field.

Work Group

The first and last work group in the range 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 first and last employee type in the range 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 first and last shift in the range 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 first and last department in the range 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 transferred, depending on the Carry Forward Option selected by you.
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 the tracking year record with time off group designation and effective date which is equal to the start date of the current tracking year.
  - Save the employee record then access the Create New Tracking Year form to create available balances for the employee.