Creating New Tracking Year

Create a new tracking year to track absence records and, optionally, to carry forward unused absence hours into a new year.

Open the Create New Tracking Year form.
Specify this information:
Tracking Year

Specify the tracking year to create.

Year Start Date

Specify the date the new tracking year will begin.

Carry Forward Option
Select a carry forward option:
- Omit Carry Forward: A new tracking year is created, but hours are not carried forward.
- Carry Forward Only: Hours are carried forward, but 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.
Employee

Specify 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.

Work Group

Specify 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.

Emp Type

Specify 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.

Shift

Specify 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.

Department

Specify 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.