Attach an Attendance Plan to an HR Request

HR Administrators may choose to automate the process of assigning attendance plans to employees together with processing an HR request. Typically, this automation is performed for HR requests that have the process types of Hire, Assignment Change, or Details Change.

If your organization uses the standard HR reason codes that come with Sparkrock 365, no setup is required. However, if your organization uses custom HR reason codes that are organization specific, you must perform some additional setup.

After you attach an attendance plan to an HR request along with assigning the attendance plan to the position, the processing of the HR request automatically adds or updates the attendance plan that is assigned to the employee.

Typically, if the employee exists in the database, that is, the Employee No. field on the HR request is blank, and the attendance plan that is specified in the HR request is the same as the attendance plan that is associated with the employee, no change occurs. However, if the attendance plan is different, the Employee Attendance Plan page displays the following cause of absences:

  • Cause of absences that are included in the new attendance plan that is being applied.

  • Cause of absences from any other plan that has a 0 balance for the subject employee.

  • Cause of absences from an updated attendance plan.

  • Cause of absences from an updated effective date.

To set up HR functions for organization specific data

  1. Choose Lightbulb that opens the Tell Me feature., enter HR functions, and then choose the related link.

    The HR Functions page opens.

  2. On the action bar, choose New.

    A new row appears.

  3. In Code, specify the next available number from the list.

  4. In Description, specify Insert Attendance Plan (46).

  5. In Function ID, specify 46.

  6. In Details, specify Will insert Attendance Plan lines if an Attendance Plan code is selected on the HR Request.

To add HR functions to HR reason codes

  1. Choose Lightbulb that opens the Tell Me feature., enter HR reason codes, and then choose the related link.

    The HR Reason Codes page opens.

  2. On the action bar, choose HR Process Function.

    The HR Process Functions page opens.

  3. On the action bar, choose New.

    A new row appears.

  4. In HR Reason Code, specify an HR reason code.

    Typically, the HR reason code of Hire or Assignment Change is specified.

  5. In HR Function Code, HR Step, and HR Function Description specify values as required.

See also

Set up attendance plans

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