Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

 

Closing absence

...

entitlement for a specific year

  1. Determine employee’s absences entitlements (absence type, year ..):

...

  1.              
    Image Modified

...

 

...

  1. Select

...

  1. employees > Detail list to see the information for the specific absence

...

  1. .

...

  1. Image Modified

...

 

...

  1. Review the default year for the absence entitlement: from top menu Configuration > Absence type > Select absence from the

...

  1. list.
  2. Link to payroll category > Entitlement section > review the Default year and default start and end date

...

  1. .
  2. Click the checkmark button to save changes (The default dates are an example the user can have different dates)

...

  1. .

...

  1. Image Modified

...

 

Open the entitlement for the next year:

  1. From top menu Year end > Absence entitlements year end.
    Image Modified
  2. Backup your data > Next.

 

...

  1. Image Modified

...

 

...

  1. Select absence type from the drop down list > enter the entitlement dates

...

  1. ,
  2. Action to perform is “Open next entitlement year”.

...

  1. The entitlement dates are referring to the current year.
    Example:  if opening for 2018 the entitlement dates are in 2017.
  2. Click Next.

...

  1. Image Modified

...

  1. To select the employee that you want to process from the list place a checkmark in the Selected checkbox > Next.

...

  1. Image Modified

...

  1. Absence entitlement will be listed here > Next.

...

  1. Image Modified
  2. Confirm the process > Process

...

  1. .

...

  1. Image Modified
    Image Modified

...

 

...

  1. Verify your absence in the : Employees > absences > absence entitlements.

...

  1. Image Modified

...

 

 

 

 

 

 

 

  1. Close the specific absence for the specific year

...

  1. Image Modified
  2. Backup your data > Next.

 

  1. Image Modified

...

  1. Select absence type from the drop down list > enter the entitlement dates > Next.

...

  1. Image Modified

...

  1. Select employee from the list > Next.

...

  1. Image Modified

...

 

  1. The absence will be listed here > Next.
    Image Modified
  2. Confirm the process.
    Image Modified

...

  1. Absence is no longer listed in the absence entitlement for the specific employee.
    Image Modified

...

 

 

 

 

 

  1.