Closing absence entitlement for a specific year
- Determine employee’s absences entitlements (absence type, year ..):
- Select employees > Detail list to see the information for the specific absence.
- Review the default year for the absence entitlement: from top menu Configuration > Absence type > Select absence from the list.
- Link to payroll category > Entitlement section > review the Default year and default start and end date.
- Click the checkmark button to save changes (The default dates are an example the user can have different dates).
Open the entitlement for the next year:
- From top menu Year end > Absence entitlements year end.
- Backup your data > Next.
- Select absence type from the drop down list > enter the entitlement dates,
- Action to perform is “Open next entitlement year”. The entitlement dates are referring to the current year.
Example: if opening for 2018 the entitlement dates are in 2017. - Click Next.
- To select the employee that you want to process from the list place a checkmark in the Selected checkbox > Next.
- Absence entitlement will be listed here > Next.
- Confirm the process > Process.
- Verify your absence in the : Employees > absences > absence entitlements.
- Close the specific absence for the specific year
- Backup your data > Next.
- Select absence type from the drop down list > enter the entitlement dates > Next.
- Select employee from the list > Next.
- The absence will be listed here > Next.
- Confirm the process.
- Absence is no longer listed in the absence entitlement for the specific employee.