Attendance Plan

I need to change 200+ employees from one vacation plan to another.  Is there an easy way to do it or I have to manually change one by one?  Can I use Mass update or SQL? 

Thanks in advance.

Brian

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  • 0

    yes, create the new reason codes, and new plan. Then use the Change Attendance Plan process I the left menu (not at the employee attendance summary level). Everyone one the plan will be change to the new plan as of the effective date you enter. If you only want to change a plan for a couple of people, add it at the Attendance Summary Screen and modify the old plan's effective dates. 

  • 0 in reply to DBREEN

    Thanks for the quick response.  I have another 100+ will stay in the old plan. Therefore I can't replace plan A with Plan B.  Any workaround for that?

  • 0 in reply to Brian2018

    there is no filter other than Employer level in the Change Attendance Plan Process. 

    You can use the Add Attendance Plan and filter or use criteria table to add the new plan to the eligible employees, then manually end the effective date in their old plan. It will cut some of the manual effort but not all of it. You would create new reason codes, then the new plan, then Add Attendance Plans. this method will not let you assign taken to the new plan - you would have to manually adjust Time off transactions if necessary

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  • 0 in reply to Brian2018

    there is no filter other than Employer level in the Change Attendance Plan Process. 

    You can use the Add Attendance Plan and filter or use criteria table to add the new plan to the eligible employees, then manually end the effective date in their old plan. It will cut some of the manual effort but not all of it. You would create new reason codes, then the new plan, then Add Attendance Plans. this method will not let you assign taken to the new plan - you would have to manually adjust Time off transactions if necessary

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