Overview
An administrator is responsible for opening a new year. This allows employees to access their attendance and create requests during that year. A part of this process is uploading default quotas to attendance activities for all employees at once.
Quota can be uploaded separately (before or after opening new year) too via bulk Import or by individually uploading quota via profile details.
Please note that only employees with special permissions can use those functionalities.
Open new year
Step 1 – Settings
Click on Settings and select Attendance.
Step 2 – Period settings
Select Period Settings.
Step 3 – Select company and year
If you have access to set up more than one company, you must open the new year for each company individually. First, select a Company.
Click + Add year.
Step 4 – Confirm setup
Check if the following data is correct:
- Company
- Year (Dates from & to)
- Quotas – these quotas will be uploaded to all employees. If you want to change them or not upload them, go to Default quota settings.
Current attendance calendars will be generated and employees will also be able to create requests in attendance in the new year. In order for employees to use attendance fully, an administrator musts set up also other necessary Attendance settings.
Click Generate year.