Absence Accounts Enhancements

Absence Account Expired and Capped Report

There is a new report under Absences > Absence Reports called Absence Account Expired and Capped. This shows DEBIT CAP and DEBIT EXPIRY records which have been created via the configuration on the absence account type: Balance Limit (applied when credits are added above the amount), and Expiry Days (applied by the overnight process to identify credit is unused after this amount of time).

The report has both Grid and Pivot views and on both, additional fields are available in the Column Chooser / Field List. The report can be run by Start Date or Created Date of the debit record and the selection of Account Type is mandatory in the options.

System Options: No
Security Ranges Roles & Behaviours: No
Special Permissions: No

Cap and Expiry Period Option

In the main client Absence Account Types definition screen, two new options have been added called Balance Limit and Expiry Days.

The Balance Limit can be set to any hours between 0000:00 and 9999:59. If set to 0000:00, this will be considered as disabled and NO hours value will display in the Balance Limit column in the main screen. This option is available for all Period Types.

The Expiry Days can be set to any number of days between 0 and 999. If set to 0, this will be considered as disabled and NO number of days value will display in the Expiry Days column in the main screen. This option is only available for the Open Ended Period Type.

For any pre-existing, the Balance Limit and Expiry Days options be configured to 0000:00 and 0 (i.e. disabled).

System Options: No
Security Ranges Roles & Behaviours: No
Special Permissions: No

Balance Calculation and View

There is a new Balance column on the Absence Management > Absence Accounts screen for open-ended account types (e.g. Pattern Accrual). This column shows the remaining balance on Credit records; where debits are removed from the balance of the claims starting with the earliest record. This works in a similar way to the claim balance column on the Time Owing screen. The previously existing Balance column in the Absence Accounts screen’s top panel has been renamed Total Balance.

System Options: No
Security Ranges Roles & Behaviours: No
Special Permissions: No

Balance Expiry Record Processing

An overnight process to add Expiry debits to open-ended Absence Accounts has been added. Records expire on the day after the full number of Expiry Days has passed. For example, if the overnight process runs on 4 April, and the account type has an Expiry Days = 4, then any records with an end date of 30 March or earlier will be expired during that overnight run.

Bank Holiday accounts and non-open-ended Absence Accounts are excluded from balance expiry. These account types do not support expiry configuration and are intentionally ignored by the overnight expiry process.

System Options: No
Security Ranges Roles & Behaviours: No
Special Permissions: No

Balance Cap Record Processing

In Absence Management > Absence Accounts, the system will now add a Debit Cap record if there is a Balance Limit on the account definition in Absence Definitions > Absence Account Types. This occurs when processing a manual credit (Credit / Transfer In actions) or on overnight processing credit (such as for the Pattern Accruals) but not when editing account absences where deletion of an absence may take the balance above the limit.

System Options: No
Security Ranges Roles & Behaviours: No
Special Permissions: No