ATTENDANCE SET UP / PROCESS TIME OFF / ATTENDANCE SUMMARY FUNCTION -HELP

I am reaching out to anyone that is similar to us or even understands the set up of attendance. We are on HRMS from abra suite and since our implementation our attendance is not working.

Our staff accrues Vacation  and PTO based on hours worked up to a max per anniversary year.

hours accrued are based on working 40 hours a week

We also allow employees to carry over 80 hours from the previous anniversary.

1yr - .038462 factor x 40hrs worked = 1.54 accrued week -max at anniversary =  80hrs - maximum allowed in bank at anniversary  = 80

2yr = .046154 factor x 40hrs worked = 1.85 accrd week - maximum at anniversary =96 hours - maximum allowed in bank at anniversary end = 80 from prior year plus 96 accd= 176 hours

3yr = .050000 x 40 hours worked = 2.0 accd week - max at anniversary =104hrs - maximum allowed in bank at anniversary end = 80 from prior year plus 104 accd= 184 hours

4yr = .053847x 40 hrs worked = 2.15 accd week - max accrl for anniversary = 112hrs - maximum allowed in bank at anniversary end = 80 from prior year plus 112 accd =192 hours

5yr = .057693 x 40 hrs worked = 2.31 accd week - max accrl for anniversary = 120hrs - maximum allowed in bank at anniversary end = 80 from prior year plus 120 accd =200 hours

10+yr = .076924 x 40hrs worked = 3.08 accd week- max accrl for anniversary =160hrs -maximum allowed in bank at anniversary end = 80 form prior year plus 160 accd = 240 hours

currently the payroll set up is set as the following:

employee calculation method is set to : Hours per hours worked

calc max carry-over on remaining balance = yes

cap accrual at max accrual = yes

years of service are entered as 1, 2, 3, 4, 9 and 99 with the appropriate factors as noted above

maximum unused accrual is noted and based on anniversary amts (80, 96, 104, 112, 120, 160)

maximum carry over is based on rules above (anniversary accrual plus allowed max of 80hrs carryover of prior year)

The attendance set up is as follows

Use payroll accrual  rules - yes this is checked off

plan year = anniversary

calculation method = accrual

accrual period = year

payroll accrual = linked to reason code (vacation, pto etc)

absence reason  code = selected by the (vacation , pto etc)

Seniority levels are all noted based on the years of service

posting time off process has not work since we transitioned to HRMS

Weekly Accrual is working on the payroll side, but under the accrual panel in payroll employee activity it is automatically adding in the maximum accrual once an employee has an anniversary and that is not correct. Employees earn their accrual weekly based on hours worked not lump sum.

Attendance panel is not working and that is due to the process of posting time off not functioning at all.

it seems that no one at SAGE knows what to do as we have also invloved a stabilizer to assist and it has been over 3 weeks (1/21/2021) and not one word as to how to fix this and get it to work.

I am searching for anyone who has worked with this system and understands what i need to do to get this to work.

I apologize for the length of this , but thought if i state as much info as needed someone with expertise could follow it easily.

I have been with SAGE since 1997 (abra suite) and i used to brag about the service and product to other clubs. I would not refer anyone to what SAGE has become now. Very disappointed in a system that used to function amazing to a system that no one knows how to correct and make function .

Thank you in advance

Niki Plaitis

[email protected]

772-336-8951

  • Hi Nikip, i'm sorry you're experience hasn't been the best since moving from Abra Suite, I hope to be able to help improve on this! Just to let you know, I've been working on this particular inquiry to help find a resolution. Due to the complexity, as we've discovered in our most recent meetings and research the issue is a tough one. We'll continue our regular meetings to keep you updated as we're going through the issue in our in-house setup with a resolution plan in sight.

  • in reply to Beth W

    If I read the accrual rules correctly, one issue that I do see is that the different tiers allow for having a balance larger than what can be accrued in a single year. Unfortunately, Sage300 Payroll/Sage HRMS Payroll does not allow carrying over more than can be accrued in a single year. Without API access like with Sage300 Payroll the best solution we have been able to offer Sage HRMS Payroll users is to make the max accrual and max carryover equal and use custom reporting to alert the user when the true yearly max accrual has occurred so that a default timesheet with 0 hours accrued can be created. This procedure stops the accrual at the true yearly max but still allows carrying over more than the true yearly max. 

  • Real world leave management allows for a carry over balance (of ANY amount especially in Sick leave), an accrual with a cap that is managed for just the current accrual year and doesn't consider the balance or carry over, and lastly an ability to cap the payout if needed. Just one such example: Massachusetts state mandated sick leave (like so many states and counties now in the 2000's....) Accrue to a cap of 40 hours per year, allow carry over of 40 hours per year, and only pay (yes it says only/cap pay) 40 hours in a year. It doesn't matter that it doesn't make sense administratively. These are written this way by governmental agencies and therefore our software needs to have the ability to comply.