Creating the tracking year

  1. Select Time Track Utilities > Create New Absence Tracking. The Create New Absence Tracking form is displayed.
  2. Specify this information:
    Tracking Year
    The year to be tracked.
    Year Start Date
    The beginning date of the year.
    Carry Forward Option
    The option to transfer the leaves to the next year. Possible options:
    • Omit Carry Forward: The hours are not transferred to the created tracking year.
    • Carry Forward Only: The hours are transferred but the tracking year is not created.
    • Include Carry Forward: The hours are transferred to the created tracking year.
    • Attendance Tracking Only: The attendance hours are tracked if the Absence Tracking check box is cleared and the Attendance Tracking check box is selected in the Time Off Group Parameters form.
    Employee
    The range of employee ID for which the tracking is created.
    Note: The tracking is created for all the employees if the fields are blank.
    Work Group
    The range of work group for which the tracking year is created.
    Note: The tracking is created for all the work groups if the fields are blank.
    Emp Type
    The range of employee type for which the tracking year is created.
    Note: The tracking is created for all the employee types if the fields are blank.
    Shift
    The range of shift for which the tracking year is created.
    Note: The tracking is created for all the shifts if the fields are blank.
    Department
    The range of department for which the tracking year is created.
    Note: The tracking is created for all the departments if the fields are blank.
  3. Click Process. The new absence tracking year is created based on the selected Carry Forward Option.
    Note: 
    • The employee record is updated based on the time off group that is associated with the employee during the previous year.
    • For new employee records or employees with no tracking year:
      • Create a tracking year record with time off group designation and effective date that is same as the start date of the current tracking year.
      • Access the Create New Tracking Year form to create available balances for the employee.