Closing absence entitlement for a specific year

  1. Determine employee’s absences entitlements (absence type, year ..):             
  2. Select employees > Detail list to see the information for the specific absence.
  3. Review the default year for the absence entitlement: from top menu Configuration > Absence type > Select absence from the list.
  4. Link to payroll category > Entitlement section > review the Default year and default start and end date.
  5. 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:

  1. From top menu Year end > Absence entitlements year end.
  2. Backup your data > Next.
  3. Select absence type from the drop down list > enter the entitlement dates,
  4. 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.
  5. Click Next.
  6. To select the employee that you want to process from the list place a checkmark in the Selected checkbox > Next.
  7. Absence entitlement will be listed here > Next.
  8. Confirm the process > Process.

  9. Verify your absence in the : Employees > absences > absence entitlements.
  10. Close the specific absence for the specific year
  11. Backup your data > Next.
  12. Select absence type from the drop down list > enter the entitlement dates > Next.
  13. Select employee from the list > Next.
  14. The absence will be listed here > Next.
  15. Confirm the process.
  16. Absence is no longer listed in the absence entitlement for the specific employee.